Choosing the Best R&D Tax Credit Provider
When it comes to claiming the Research & Development (R&D) tax credit, the difference between maximizing your benefit and leaving money on the table often comes down to the expertise of your provider. A top-tier R&D tax credit consultant not only identifies qualifying activities and expenses but also ensures your claim is documented, defensible, and aligned with IRS guidelines.
With significant IRS scrutiny in recent years, choosing the wrong provider can mean missed opportunities, non-compliance risk, and costly disputes.
Source Advisors is widely recognized as one of the leading R&D tax credit providers in the industry. Their approach addresses the most important questions businesses should ask when evaluating a provider.
Technical Expertise
How can a business determine if an R&D provider has the technical expertise to maximize credits?
Source Advisors employs a dedicated, in-house team that includes project managers, CPAs, attorneys, engineers, and other tax professionals—many of whom have Big 4 experience and an average of 8+ years specializing in the R&D tax credit. This unique combination of tax law knowledge and technical engineering expertise ensures that each study meets IRS requirements and captures every eligible activity.
The team also includes industry-specific specialists in sectors such as FinTech, Architecture & Engineering, Pharmaceuticals, Oil & Gas, and Manufacturing, allowing them to apply targeted strategies to industry-specific challenges.
Fixed Fees That Include Audit Support
Is it risky for a provider to charge a percentage of the R&D credit benefit?
Source Advisors uses a fixed fee model based on project scope rather than a percentage of the benefit. This approach promotes transparency, aligns incentives, and reduces the risk of inflated claims.
The fixed fee includes audit support through appeals at no additional cost. With a proven track record before the IRS, Source Advisors stands by its work and provides clients with peace of mind. Shape
Long-Term Client Relationships
Will the provider invest in understanding a company’s business year after year?
Source Advisors takes a consultative approach, investing the time to understand each client’s history, operations, and growth objectives. Each year, the team re-evaluates a company’s eligibility for the credit and offers recommendations to enhance the process. This dedication has resulted in more than 92% of clients returning annually.
Speed of Execution
What is a reasonable timeline for completing an R&D tax credit study?
With a defined process and dedicated project teams, Source Advisors typically delivers a credit calculation within 3–4 weeks and a final report within 8–10 weeks. This efficiency allows companies to claim benefits quickly and plan future innovation investments effectively.
Continuity and Communication
Will the same team work with the company each year?
Clients benefit from consistent service, as project managers remain assigned year over year. This continuity allows the team to become deeply familiar with the client’s business, identify new qualifying initiatives, and strengthen audit defense.
No-Cost Feasibility Analysis
Should a company commit to an R&D tax credit study before knowing its potential benefit?
Source Advisors believes in transparency from the start. Before engagement, one of the firm’s most experienced technical directors—averaging 15+ years of R&D tax credit expertise—partners with a business development representative to conduct a free feasibility analysis. This provides an accurate estimate of potential benefits without financial risk.
The Source Advisors Difference
- Depth of technical knowledge with industry-specific expertise
- Transparent, fixed pricing with audit defense included
- Efficient processes for timely delivery
- Continuity of service with dedicated project managers
- Legal Justification For the Change in Many Situations
- Upfront clarity through no-cost feasibility analyses
