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Project Meeting
"We are a group of incentives specialists who work with outside accountants to help clients maximize returns on various programs."

The Federal and state R&D programs require detailed certifications, and can be costly for small to mid-sized companies to take full advantage of.

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We started to use a simplified version of the R&D checklist to help our clients calculate and self-certify their R&D Credit. We found it easier if they could go through this form step by step.

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The Research Expense Organizer helps establish qualifying expenses in any company from any industry. The form guides each company through a self-certifying process to gauge what activities within the projects throughout the year qualify and do not qualify for R&D Tax Credits.

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