The TPA Process

Tax Point Advisors' R&D Study Process Includes:

Phase I: FREE Assessment and Feasibility

The purpose of Phase I is to determine the extent of Qualified Research Activities and to estimate the amount of the R&D credits. During this phase, we:

• Conduct preliminary interviews to identify projects, departments, processes, and technologies where potential qualifying R&D expenditures may be found.
• Based on this information, we determine the potential tax savings and future benefits of conducting an R&D Tax Study.

Phase II: Documentation

This phase involves detailed analysis and documentation of technical issues related to qualified R&D projects and activities.

Tax Point Advisors identifies and documents the R&D activities and related Qualified Research Expenditures. This phase is generally performed at your location and will include the interviewing of key staff heading R&D activities.

Phase III: Reporting

This phase includes the calculation of the R&D credits, completion of the related credit tax forms, and submission of the R&D Study for our client's review. It also serves as documentation for the company to support their claims for the R&D Tax Credit. The preparation of the required amended tax returns is completed during this phase by your CPA with assistance from Tax Point Advisors.

• THE TAX POINT ADVISORS R&D CREDIT PROCESS BEGINS WITH A FREE CREDIT ESTIMATE & FEASABILITY ASSESSMENT