Research and development credit services

Companies spend significant time and effort collecting and compiling data and aggregating the documentation necessary to support federal and state research and development (R&D) tax credits.  Often this effort is the undertaking of the scientists, engineers, and product development team members with competing priorities.  As a result, many companies understate and/or under-document their credits, losing some or all of them on examination.

A flexible solution

Stemming from our federal and state research tax credit law and examination experience, we have developed a flexible, customizable technology solution designed to build upon your existing technologies. Our unique web-based solution utilizes Microsoft SharePoint and is designed to minimize disruption to your business by incorporating data from existing payroll and ERP systems.  Our team will review your current R&D tax credit methodology and existing technologies to identify opportunities to further leverage our team and technology.

We can help you with:

  • Identifying and documenting the “qualified research expenditures” associated with those activities
  • Calculating credits generated by qualifying R&D expenditures
  • Providing supporting documentation for those activities and expenditures to comply with IRS or state taxing authority requirements
  • Developing and implementing procedures that may help identify, document, calculate, and support R&D credit claims accurately and efficiently



Playback of this video is not currently available

Contact us

Jeffery Jones
STS Leader
Tel: +1 (415) 498 5340

Kendall Fox
Technical Leader, National R&D Tax Credit Consulting
Tel: +1 (646) 471 3261

Follow us