Global R&D Credits & Incentives Services
R&D Services
Our Objectives
- Optimize credits claimed and sustained for past, current and future years
- Minimize the cost of doing so
- Provide a solid basis for:
- FAS 109 determination
- SOX compliance and documentation
Our Approach
Based on the principle underlying R&D benefits - providing incentives for experimentation to develop new or improved products, processes, or software - our approach has helped companies achieve these objectives more fully, whether they've never claimed R&D benefits or have been claiming them for years.
Briefly, in general, we:
- Develop an understanding of how your company develops and improves its products, processes, or software
- Determine which of the stages of that process comprise qualified elements of a process of experimentation; and
- Identify and document your qualified activities, projects, and costs in terms of those stages/elements, which themselves include the statutory "four-part test" requirement and exclusions.
This is typically done very early, because most companies' accounting and documentation systems are tied directly to these stages/elements. This approach is also very effective because it ties your facts--your costs and activities--directly to the law. This enables us to effectively "tie your facts to the law" and makes it more likely that all of your R&D benefits will be identified and supported on exams.
Our Results
Following this approach, we've found more than $1.2 billion in benefits not previously claimed and supported more than 95 percent of those claims on exam or at appeals.
