The Challenge
The CPA firm had trouble with:
- Tracking R&D Qualified Expenses: Clients had disorganized R&D classifications.
- Payroll Allocation Errors: Developers weren’t split between R&D and ops.
- Poor Documentation: Claims risked being denied by IRS or state agencies.
Our Solution
We became their back-office R&D credit partner:
Expense Categorization
- Tagged eligible expenses under IRS 174 guidelines.
- Created audit trails with receipts, time logs, and narratives.
Payroll Time Allocation
- Separated developer, analyst, and PM payroll hours by project phase.
- Delivered summary schedules for federal and state filings.
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- CPA firms can offer higher R&D credit value with outsourced tracking.
- Accurate time and cost allocation avoids IRS red flags.
- Tech and engineering clients need audit-ready documentation.
Client Testimonial
You helped us deliver defensible, maximized R&D claims—without burning our team.
Tax Director, Startup-Focused CPA Firm
San Jose
Audit-Ready R&D Credit Tracking
More credits. Less risk. No internal stress.
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