Our Process
- Initial call or meeting to determine R&D eligibility
- Both parties execute agreement
- Kick off call with R&D expert
- Client enters info into tax software (usually takes 2-3 hours)
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- Data is reviewed and accepted
- Client receives tax credit documentation
- Filing complete for federal and/or state tax credits
- Client utilizes or sells tax credits (as allowable) to realize benefit
Our Process
- Initial call or meeting to determine R&D eligibility
- Both parties execute agreement
- Kick off call with R&D expert
- Client enters info into tax software (usually takes 2-3 hours)
- Data is reviewed and accepted
- Client receives tax credit documentation
- Filing complete for federal and/or state tax credits
- Client utilizes or sells tax credits (as allowable) to realize benefit