The R&D Tax Savers Process

Preliminary Assessment

Our preliminary assessment is complimentary. We determine the scope of your R&D tax credit opportunity through initial interviews and data review. We then provide a customized plan for project execution.

On-site Interviews & Data Collection

Our work centers around on-site interviews with key personnel. Simultaneously, we guide the procurement of existing contemporaneous documentation for the specific client in need.

Documentation Binders

Our on-site interviews provide the basis of your documentation binder, a customized description of your Qualified Research Expenses which we deliver upon project completion.