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A Three-Phase, Turnkey Process

alliantgroup Approach for R&D Tax Credit Process

We use cutting-edge tools, processes, and technologies that allow us to conduct a nonintrusive, turnkey R&D study and provide the highest quality product deliverable in the industry. These proprietary processes and methodologies provide for an effective and efficient tax credit study. Our study focuses on identifying, substantiating, and documenting qualified research costs throughout your company, from wages to supplies to outsourced contract research expenditures. alliantgroup’s R&D specialists have worked extensively on procuring tax credits for a wide range of industries, and we have leveraged that experience to develop an approach that is designed to effectively calculate and authenticate research tax credits in a manner accepted by the IRS.

The Three Phases of the R&D Study

Phase 1:

ASSESSMENT AND FEASIBILITY

alliantgroup performs preliminary analysis to identify projects, processes, technologies, and project managers where potential qualifying research expenditures may be found.

Phase 2:

DESIGN AND IMPLEMENTATION

alliantgroup designs a detailed work plan and executes the associated implementation strategy through interviews and analysis of technical and financial documentation.

Phase 3:

REPORTING

This phase includes the preparation and delivery of the detailed R&D Study and its quantitative and qualitative components.

Assessment and Feasibility

We believe each study requires a unique approach. Phase I allows us to gain a detailed understanding of your company so that we can tailor the study around your unique circumstances.

Our work during Phase 1 focuses on obtaining an understanding of your company’s business and research and development activities. alliantgroup performs preliminary analysis and interviews with key personnel to identify projects, departments, processes, technologies, department leaders, and project managers where potential qualifying research expenditures may be found. In addition, we evaluate the type and availability of contemporaneous documentation to substantiate the qualified research expenditures. Using the information gathered, we determine the potential tax savings and future benefits of conducting the Research and Experimentation Tax Credit Study.

Design and Implementation

In Phase 2, alliantgroup designs a detailed work plan and executes the associated implementation strategy. We interview additional company personnel, analyze contemporaneous documentation, link personnel and projects to finalize the quantitative calculation, and gather documentation needed to complete the analysis. This phase entails a full analysis of technical issues related to qualified R&D projects and identification and documentation of qualifying expenditures.

Reporting

This phase includes the preparation and delivery of the detailed R&D Study and its quantitative and qualitative components, which will serve as the company’s documentation supporting the R&D tax credits claimed. The reporting phase also includes the preparation of the required amended tax returns. The R&D report is designed and organized to provide a clear audit trail for the IRS or state taxing authority.

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