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Free R&D mock audit

Free R&D mock audit: a mock IRS and state audit of your research credit, at no cost

creditARMOR's R&D mock audit is completely free. It runs the questions an IRS or state examiner would ask against your research credit claim, project by project, before any examination opens. This page explains what the free R&D mock audit includes, how to get access, and what it is not.

What the free R&D mock audit includes

  • State check: the federal and state credit programs that apply to your claim, with the rules to verify.
  • Your projects read from Form 6765 Section G, so you upload your claim forms rather than describing the work.
  • One draft Information Document Request (IDR) response per project, a page or two per answer, in Word, PDF or Google Docs.
  • Evidence scoring: every examiner question rated Strong, Weak or Missing against the documents you supply.
  • Hallucination control, an R&D tax audit risk score per project and company-wide, and a fix plan with projected scores.
  • TaxTrex subscribers can upload a position paper with each project and see the questions it already answers.

There is no card, no subscription and no limit on projects. The free mock R&D audit is the whole product, not a trial of it.

How to get access to the free mock R&D audit

  1. 1Book a call or emailBook a call through Swanson Reed's calendar or email hello@creditarmor.ai. Access is by request so a specialist can confirm which federal and state programs apply.
  2. 2Receive your loginYou get a login for your company. Nothing is installed; the mock audit runs in the browser.
  3. 3Upload your claim and evidenceUpload Form 6765 and your state forms, confirm the projects, then add the documents behind each one.
  4. 4Read the draft IDR and the fix planEach project gets a draft response, a risk score and a list of gaps ordered by what matters most. Share the Word or PDF with your advisor.
Access and pricing

Why a free R&D tax credit mock audit

An R&D tax credit audit is decided by records, and most adjustments come from evidence that was never created or cannot be tied to a specific project. A free IRS R&D audit simulation run before filing, or before an examination opens, shows those gaps while there is still time to close them. Swanson Reed offers the mock audit free because a claim that passes it is a claim its specialists can defend; where a claim passes a qualifying mock audit, audit defense support is offered pro bono under the service terms.

Audit defense support

Free R&D mock audit versus a paid audit readiness review

Most companies start with the free mock R&D tax audit and bring the fix plan to the scoping call.

Free R&D mock auditAudit readiness service
CostCompletely freeScoped per engagement after a free scoping call
Who does the workYou upload; the platform drafts, scores and plansSwanson Reed specialists review the file with you
OutputDraft IDR per project, risk score, fix planExamination-ready file, interview preparation, remediation
Best forAny company claiming the credit, at any stageClaims under examination or with known gaps

What the free R&D mock audit is not

It is not tax advice, a certification of the claim or a prediction of whether an audit will happen. The risk score measures how well the records supplied support the claim. Official IDRs, deadlines and representation stay with your advisor. The data handling page explains what happens to the files you upload.

Data handling

Questions people ask

Is the R&D mock audit really free?

Yes. The creditARMOR mock audit is completely free: no card, no subscription and no limit on projects. Access is by request so a specialist can set up your login and confirm the programs that apply.

What is a free R&D mock audit?

A simulated IRS and state examination of a research credit claim. It drafts the examiner's questions per project, rates the evidence for each one, scores the gaps and drafts a response, all at no cost.

How do I get the free mock R&D audit?

Book a call through Swanson Reed's booking calendar or email hello@creditarmor.ai. You receive a login and upload your Form 6765, state forms and project evidence.

Does the free R&D tax credit mock audit cover state credits?

Yes. It checks which state programs apply, adds the state examiner questions, including where the research was performed, and scores each state claim alongside the federal one.

Can my advisor use the free R&D mock audit?

Yes. Advisors run it on their clients' claims and start their IDR responses from the Word, PDF or Google Docs draft. See the page for advisors.

What happens after the free mock audit?

You keep the draft IDRs, scores and fix plan. If you want help closing the gaps, a scoping call with Swanson Reed is free and any further work is agreed before it begins.

General in nature, not tax advice.

Find out what your research actually qualifies for

A scoping conversation takes thirty minutes and costs nothing. You leave with a view on eligibility, likely credit range and the documentation you would need.

Free R&D mock audit: completely free. Book a call or email hello@creditarmor.ai for a login.