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Our Process

A clear, structured and collaborative process designed to maximize the value of your R&D Tax Credit while minimizing the time required from your team.

Our Process

A clear, structured and collaborative process designed to maximize the value of your R&D Tax Credit while minimizing the time required from your team.

Scientists and Engineers

State and Federal R&D Tax Credits

Technically Focused Claims

Based in Los Angeles

Based in Los Angeles

Scientists and Engineers

State and Federal R&D Tax Credits

Technically Focused Claims

How We Work With You

Our process is designed to be efficient, collaborative and aligned with your business operations. We identify qualifying activities and quantify the maximum eligible credit value.

Initial Consultation

We discuss your business, answer any questions and assess the potential for an R&D Tax Credit claim.

1

1

Technical 

Consultation

Our technical team meets with you to discuss the specifics of the work performed and identify qualifying activities.

2

2

 Financial Analysis

We analyze the costs associated with the identified qualifying activity eligible for the R&D Tax Credit.

3

3

Report Preparation

We prepare detailed technical and financial reports along with a credit value for your team to review.

4

4

Ongoing Support

We provide full support in the event of any IRS or state inquiries regarding your R&D credit submission.

5

5

Minimal Disruption

We handle the heavy lifting so your team can stay focused.

Maximize Value

Identify all eligible costs across federal and state credits.

A Collaborative Approach

We work as an extension of your team. Combining technical expertise with a deep knowledge of the qualifying R&D Tax Credit criteria, our goal is to make the process as straightforward for you while delivering a high-quality, defensible claim.

Minimal Disruption

Robust Documentation

We handle the heavy lifting so your team can stay focused.

Technical, evidence based reports to support your claim.

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Robust Documentation

Technical, evidence based reports to support your claim.

Maximize Value

Identify all eligible costs across Federal and State credits

Maximize Value

Identify all eligible costs across federal and state credits.

Maximize Value

Identify all eligible costs across Federal and State credits

Contact our Specialists

Get in touch to discuss your projects and explore your potential eligibility for R&D tax credits. 

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