Pro Bono Support for an Existing R&D Tax Credit Audit
Facing an R&D tax credit examination? creditARMOR helps assess your claim, organize supporting evidence, and prepare for the questions raised by the examining authority.
If your business is currently subject to an R&D tax credit audit and the claim under examination passes our creditARMOR mock audit, Swanson Reed will provide its own audit services for that existing examination pro bono, without charging professional service fees for the services included in the engagement.
This offer applies only to an examination already underway when you request assistance. Swanson Reed must confirm the qualifying mock audit result in writing. Passing the review does not establish that your claim is correct or guarantee that a tax authority will accept it.
Before you agree to the qualifying mock audit, we will explain the assessment criteria, the scope and limits of the pro bono assistance, and any fee for the mock audit itself. The pro bono offer applies to the specified audit services; it does not mean that the qualifying mock audit, software subscriptions, or other services are free.
Before audit assistance begins, a written engagement will identify the examination, tax years, services included without professional service fees, service limits, and any expenses your business remains responsible for. Engagements remain subject to applicable conflict-of-interest rules and professional requirements.
The offer does not include payment or reimbursement of third-party CPA or attorney fees, taxes, interest, penalties, denied credits, or other financial losses. Appeals and litigation are excluded unless expressly included in writing and handled by appropriately authorized professionals.
How It Works
- 1.Discuss your existing examination. Tell us which tax authority is examining your claim, the tax years involved, and any upcoming deadlines.
- 2.Review the mock audit terms. We explain the information required, assessment criteria, any review fee, and the scope and limits of the qualifying pro bono services before you proceed.
- 3.Complete the creditARMOR mock audit. Our AI-assisted review helps identify documentation gaps, inconsistencies, and issues requiring professional evaluation.
- 4.Confirm the engagement. If the claim passes, we confirm the result and document the services for the existing examination in a written engagement.
The review depends on complete and accurate information. AI can make mistakes or overlook relevant facts. Its output should be evaluated by a qualified tax professional before it is relied upon or submitted to a tax authority.
What Audit Support May Include
Depending on the written engagement, services may include:
- Reviewing the examination notice and issues raised by the tax authority.
- Organizing technical project records, payroll information, contracts, and financial documentation.
- Developing a response plan and tracking deadlines within the agreed scope.
- Helping prepare responses to IRS Information Document Requests or comparable state requests.
- Preparing relevant personnel to explain the research activities and supporting records.
- Communicating with the examining authority through an appropriately authorized representative.
Representation requires an appropriately authorized professional and any necessary taxpayer authorization. Services outside the written scope, including appeals or litigation, must be separately agreed.
Who This Service Is For
This service is for businesses currently facing a federal or state R&D tax credit examination and seeking assistance with the claim under review.
If your business is preparing documentation before an examination begins, explore our Audit Readiness or AI-Powered R&D Tax Credit Review services. Those services do not include or reserve assistance with a future audit.
Service Terms and Limitations
No Promise of Future Audit Assistance
Completing or passing a mock audit before an examination begins does not create an entitlement to assistance if your business is audited later. Purchasing a review, subscribing to software, or using another Swanson Reed service does not purchase or reserve future audit services.
An accepted engagement applies only to the existing examination and tax years identified in writing. It does not commit Swanson Reed to assist with another examination or proceeding. This page does not amend an existing engagement or remove obligations already undertaken.
No Guaranteed Outcome or Reimbursement
A favorable mock audit result does not guarantee acceptance of your claim, prevent adjustments, or eliminate potential tax, interest, or penalties. The services described here do not provide reimbursement or financial indemnity for audit-related expenses or losses.
No insurance policy is offered through this page. The offer concerns professional services for a specifically identified, existing examination, with no commitment to provide services upon the occurrence of a future audit.
Deadlines and Taxpayer Responsibilities
Contacting Swanson Reed or submitting information for review does not extend any government deadline. Until an engagement is accepted, do not assume that Swanson Reed is handling your examination or monitoring response dates.
Your business remains responsible for its tax obligations and the accuracy and completeness of information it supplies. Responsibilities undertaken by Swanson Reed are governed by the accepted engagement and applicable law.