Global R&D Credits & Incentives Services

Your R&D Services

Your Involvement

We need access to (1) tax, accounting, and project data and (2) company personnel. Once we have this information, you can be involved as much - or as little - as you like.

Services for Your Situation

We offer services to a wide range of companies, from those who have (a) never claimed R&D benefits, to those who (b) claim them regularly.

You've Never Claimed R&D Benefits

If you've never claimed R&D, our approach is phased. After each phase, you decide, based on the results of the previous phase, whether and how you want to proceed.

  • Feasibility analysis (estimate benefit/cost to claim credits)
  • Calculate actual credits
  • Prepare tax forms and returns
  • Document qualified costs and activities
  • Develop & implement procedures and technologies to identify, document, and calculate future credits
  • Manage & support exams, appeals and litigation

You've Already Claimed R&D Benefits

If your company already claims R&D benefits, you probably don't need a full-scale "R&D study."

Our experience, however, is that the majority of companies who have claimed R&D opportunities have not taken full advantage of the benefits available to them, for either financial statement or tax purposes or both.

We therefore offer the following services:

  • FAS109 Valuation of R&D Claims

    Get the financial statement benefit of your R&D benefits by determining the extent to which you can recognize them. Our valuation review includes identifying audit risks and additional opportunities and recommendations on how to overcome the former and capitalize on the latter.

  • SOX Compliance Review

    We review companies' processes regarding their R&D credits to identify risks and develop and help implement any needed controls.

  • Calculation Review

    Our professionals have reviewed hundreds of calculations. Because of law changes, using last year's files, "start-up" rules, acquisitions, dispositions, etc., more than half of the calculations we've reviewed had errors, even when prepared by the biggest accounting firms. Often very quickly detected, these errors, when corrected, have saved some companies millions of dollars--for a fraction of the cost.

  • Cost Review

    Because costs are often qualified without reference to stages (elements) of the development process (of experimentation), they are often understated or missed altogether. Using our approach, we have found companies significant additional QRE. We have also helped companies identify non-qualified costs erroneously included in their claims, costs which can taint an otherwise legitimate claim.

  • Global R&D Benefits Review

    More than 30 countries provide such benefits. We help companies find optimal locations for their R&D and manufacturing operations, identify credits and incentives in two or more countries for the same dollars, and other advantages. We also work to identify implications related to transfer pricing, foreign tax credits, and cross-border interactions.

  • Proactive Future Planning/Systems & Technology Review

    We've helped companies develop and implement procedures and technologies to identify, document, and calculate their future credits efficiently and effectively. These services focus first on making better use of a company's existing financial, accounting, and project-documentation systems to accomplish these goals, second on introducing new systems or procedures.

  • Exam, Appeals & Litigation Support

    We have supported more than 95 percent of $1.2 billion in R&D benefits. We can help you manage and defend your R&D claims, too.

Continue reading: Contacts