We utilize a team of highly qualified professionals including IP attorneys with engineering backgrounds and adhere to the Comprehensive Project by Project Approach methodology as required by the IRS. By following this methodology, we qualify every applicable employee, activity, hour spent and corresponding wage paid in order to maximize the incentive for our client. We strictly adhere to the applicable sections of the code and provide first-in-class documentation to substantiate our findings.

The R&D Tax Credit is the largest tax credit available to U.S businesses and can be claimed year over year by qualifying businesses. We monitor this tax credit on your behalf and ensure that you can claim your benefit every year.

A QRE is a "Qualified Research Expenditure" as defined by the IRS in Section 41(b).

Basically a QRE is any eligible expenses for the credit, including wages, supplies and contract research expenditures. For most companies, full-time product development engineers’ wages come to mind first and are easiest to recognize; however, a closer look at definitions and examples may lead to the inclusion of additional wages, supplies or contract research.

Below is a list of some tasks that can be performed within an organization that would qualify for the R&D Tax Credit:

• Manufacturing

• Fabrication

• Engineering

• New Product & Process Development

• Developing New Concepts or Technologies

• Design - Layout, Schematics, AutoCAD

• Prototyping or Modeling

• Testing / Quality Assurance: ISA 900X, UL, Sigma Six, etc.

• Integration of new machinery (CNC, SLA, SLE, etc) into existing process

• Software Development or Improvement

• Automating /Streamlining Internal Processes

• Developing Tools, Molds, Dies

• Developing or Applying for Patents

  
  

Our Process:

• 10 Minute Introductory Call. We simply validate some information and set the Discovery Call with your Team Lead.

• 30 Minute Discovery Call. Your Team Lead will introduce him or herself and ask a few more questions and go over details.

• Review Tax Documentation. This allows us to understand your company's unique circumstances and tailor our study to your needs.

• Complete R&D Tax Credit Study

• Ongoing Savings

All of this is completed at no risk to you or the business. If we cannot identify savings for you to claim, there is no charge or fee of any kind!