Eligibility review. Form 6765. Filing support.
Eligibility assessment
We review the company, projects, activities, and available records to identify areas that may qualify.
Qualified expense analysis
We review relevant wages, contractor costs, supplies, and other items under the applicable rules.
Credit calculation
We calculate the credit using the available records and the method appropriate to the filing.
Technical documentation
We document the projects, uncertainties, work performed, and connection between the activities and claimed costs.
Form 6765 and filing support
We prepare Form 6765 and supporting schedules within scope, then coordinate the credit with the company’s tax return.
Payroll tax credit coordination
If the company appears eligible, we coordinate the election and information needed for payroll reporting.
The R&D tax credit is not based on job titles or total engineering spend. The analysis needs to connect qualifying activities with the people and costs involved.
We build the claim from your accounting, payroll, project information, and technical records. You receive a calculation and support file that explain how the result was reached.
Software products, platforms, and AI systems
Data infrastructure, hardware, and connected devices
Manufacturing processes and engineering methods
Product performance, reliability, and scalability
Actual projects and activities reviewed before estimating
Payroll reports and employee roles
Contractor invoices and agreements
General ledger detail
Project plans and technical documentation
Product tickets, testing records, or design notes
Interviews with people close to the work
Prior credit studies and returns, if any
01
Initial review
We learn what the company built and review the available cost data.
02
Scope and estimate
We confirm the work required and provide an initial view of potential eligibility without promising a final credit amount.
03
Analyze, document, and file
We connect projects, activities, people, and expenses, prepare the support file, and coordinate review, tax filing, and payroll where relevant.
R&D work stays connected to the books, payroll, and the company’s broader tax process.
CPA-led review
Startup-specific experience
Direct support on Slack
Price agreed upfront
Clear documentation behind the calculation
Can a pre-revenue startup claim the R&D credit?
Some qualified small businesses may elect to apply part of the research credit against payroll tax. Eligibility depends on the company’s facts and the applicable rules.
Does all engineering payroll qualify?
No. The analysis focuses on the activities performed and the costs connected to qualifying work.
Do you charge a percentage of the credit?
We agree the fee before work begins. Your proposal explains whether the service is fixed-price or based on scope.
What is Form 6765?
Form 6765 is used to calculate and claim the federal credit for increasing research activities and to make certain related elections.
Can you review prior years?
Yes. We can review prior filings and available records, then explain whether additional work appears appropriate. Amended claims have specific documentation requirements.