Service
AI-Powered R&D Tax Credit Review
A structured review that pairs automated data analysis with specialist tax review, so you know what your claim is worth and how strong it is before anything reaches a return.
How it works
The review begins with your raw operational data: payroll registers, general ledger detail, project trackers, engineering tickets and contractor invoices. Automated classification models cluster this material into candidate research projects and flag the cost lines most likely to represent qualified research expenses.
Every machine-generated conclusion is then reviewed by a specialist against the four-part test in IRC Section 41. The model narrows the field and drafts the first pass; the specialist decides what actually qualifies. That division of labour is what keeps the review both fast and defensible.
You receive a costed credit estimate with a confidence rating for each project, a list of the evidence that supports it, and a list of the gaps that would weaken it under examination. Nothing is filed until you have seen both.
Who this is for
Companies preparing a first claim or validating a claim prepared elsewhere.
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.