Service
Compliance Review
A technical review of how the number was built, not just what the number is. Methodology errors compound quietly across years and are expensive to unwind.
How it works
We re-perform the credit calculation independently, testing the base amount, the fixed-base percentage, gross receipts definitions, controlled group aggregation and the choice between the regular and alternative simplified methods.
Multi-state groups receive particular attention. State programs use their own definitions of qualified spending, their own base periods and their own apportionment rules, so a federally correct claim can still be wrong in six states at once.
Where the payroll tax offset election is in play, we confirm the qualified small business tests are met and that the election has been made correctly and on time, since a late election cannot be fixed after the fact.
Who this is for
Multi-entity or multi-state groups, and anyone inheriting a claim from a prior adviser.
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.