It starts with a free screening of your projects. If your work looks eligible, we interview your team, document each qualifying project, tie wages, supplies and contractor costs to those projects, and calculate the credit. Your CPA then reviews the results and files them with your return.

Usually a list of projects, time with the engineers or managers who ran them, payroll data for the people involved, and records of supply and contractor spending. We tell you exactly what is needed and keep the time asked of your team short.

The free screening takes 5 to 10 minutes. A full study typically takes several weeks, depending on how quickly your team can share project details and financial records.

A credit calculation workbook, project-by-project technical narratives, wage and time allocations, a contractor and supply analysis, and support for Form 6765. Everything is organized into one file for your CPA.

If the IRS questions the credit, we help your CPA respond using the study file: the project documentation, the calculations and the supporting records. We will confirm the exact scope of support with you before the study begins.

Yes. We work alongside your CPA rather than around them. They keep control of your return, and we supply the documentation and calculations they need to claim the credit.

Often yes. Open tax years, usually the last three or four, can be claimed by amended return when the work qualified. We can look at earlier years as part of the study.

Yes. We have worked with clients outside Florida. The federal R&D credit works the same in every state, so the screening and the study run the same way. State credits differ, and we look at them during the screening where they apply.