A structured, repeatable approach to R&D TaxOps that creates defensible, audit-ready documentation.
We assess fit, confirm scope, and align with your tax preparer to establish clear roles, timelines, and expectations before work begins.
We work with your team to identify qualified research activities, understand how work is performed in practice, and map activities to applicable regulatory requirements.
We prepare written narratives, activity mappings, and supporting documentation that align research activities with related expenses in a clear, defensible format.
We deliver a complete documentation package organized for filing and remain available for follow-up support within the agreed scope.
Clear, organized materials designed to support your R&D tax credit.
Written explanations that clearly describe qualified research activities.
Clear linkage between research activities and related qualifying costs.
Organized packages prepared for tax filing or amended returns.
We support organizations where documentation quality and defensibility matter.
Organizations performing qualified research activities.
Single-entity and multi-entity businesses with increasing complexity.
Licensed preparers seeking structured R&D TaxOps support.