AI-Powered R&D Tax Credit Review
Machine-assisted analysis of your projects, payroll and ledgers to size a defensible credit before you file.
Best for: Companies preparing a first claim or validating a claim prepared elsewhere.
Service detailServices
Everything a research credit claim needs, from first review to final defense
Engage one service or the full lifecycle. Each is delivered by specialists and supported by the same evidence-first methodology.
Audit Readiness
Stress-test an existing or planned claim against the evidence standards examiners actually apply.
Best for: Companies with material claims, prior-year exposure, or an upcoming transaction.
Service detailCompliance Review
An independent second opinion on methodology, base period calculations and multi-state apportionment.
Best for: Multi-entity or multi-state groups, and anyone inheriting a claim from a prior adviser.
Service detailDocumentation Builder
Turn engineering activity into contemporaneous, examination-ready project narratives — continuously, not annually.
Best for: Engineering, software and product organisations with continuous development cycles.
Service detailAudit Defense Support
Specialist representation from the first information document request through appeals.
Best for: Companies under federal or state examination, or anticipating one.
Service detailRisk Assessment
Quantify exposure across open tax years before a lender, acquirer or examiner does it for you.
Best for: Boards, CFOs and companies preparing for financing, sale or audit.
Service detailProfessional Training
Practical R&D credit training for CPA firms, in-house tax teams and finance functions.
Best for: CPA firms, corporate tax departments and finance teams building internal capability.
Service detailWorkshops
Facilitated working sessions that produce a documented credit position in a single day.
Best for: Teams starting a documentation program or resetting one that has drifted.
Service detailFind 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.