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R&D Tax Credit Research & Advisory

Assessment of eligibility under the Section 41 four-part test, documentation of qualified research activities, and calculation and support of the credit claimed.

What we'll need

  • Description of the activities or projects believed to qualify
  • Payroll records for employees involved in the activities
  • Contractor/supply expenses related to the activities
  • Project notes, technical documentation, or other contemporaneous records

Key due dates

Filed With
Federal income tax return (Form 6765)

Dates shown are general guidance and may shift for weekends/holidays or your specific situation.

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