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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.

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.

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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