We have a streamlined, client-centered process to ensure our clients receive the best service possible.
We begin by scheduling a complimentary
introductory phone call. We go over your company's industry, qualifying activities, and more. After the call, if you choose to move forward, we will send you over a consulting agreement to begin working with you on your R&D Tax Credit Analysis.
The next step is scheduling a kickoff call with the incentAdvise Team. Here, we will discuss next steps, documents to be collected, expectations, and timelines.
You will now send over the necessary documents to our tax experts that will be factored into your R&D Calculation. We will also begin discussing scheduling for your company's R&D Interviews, which will be included in your audit defense packet.
After all of your documents have been sent over, your tax manager will begin carefully analyzing the materials to ensure you receive the maximum benefit possible.
Once your R&D Tax Credits have been calculated, your tax manager will send an R&D Tax Credit Report Draft to you and your CPA for review.
The last step of the process is ensuring that you claim your tax credits. We work directly with your CPA to walk them through including the R&D Tax Credits on your tax returns. We will request draft returns and final returns to ensure that credits have been properly reported for maximum benefit.