Rachel Bishop | Source Advisors

10 Feb, 2022. 2 min read

Our consultative approach sets us apart from other providers. It allows us to invest time in understanding clients’ history, current business direction and future growth objectives. Each year we re-evaluate a company’s ability to take the credit and provide ongoing recommendations to improve the R&D tax credit process. Our nationwide team of dedicated R&D professionals, including CPAs, engineers, and attorneys have 305 years of collective R&D tax credit experience.

Top 10 Questions when Evaluating an R&D Provider

  • How long has your firm been performing R&D tax credit studies?
  • How many R&D tax credit studies has your firm completed?
  • Does your firm employ degreed or professional engineers and attorneys with specific R&D tax credit experience?
  • Does your firm perform R&D studies in the USA or subcontract to a third party or overseas?
  • How does your provider assess their fee, fixed and based on project scope or percentage of variable benefit?
  • Does your firm defend its work in the event of an audit and is it included in the fee?
  • Does your firm offer a feasibility analysis conducted by a senior R&D technical professional at no cost?
  • Does your firm offer a consistent team year over year to ensure familiarity of your business and the most efficient R&D tax credit study process?
  • Does your firm recognize other tax incentive strategies to offer additional savings?
  • Ask for references and follow up with them.

Contact a Source Advisors representative today to learn more about our industry leading R&D tax credit team and find out why business owners and tax professionals nationwide rely on Source advisors for their R&D tax credit needs.

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