ENDICIES is teaming up with the National Business Incubation Association
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Financing Growth: Capital Options
Los Angeles Office
If your business is already claiming R&D credits
Our experience shows that the majority of companies that have or are currently claiming R&D benefits have not taken full advantage. Endicies Advisory offers the following services on a complimentary basis to help companies determine whether they are maximizing the benefits they are entitled to under applicable federal and state R&D tax credit incentives:
We fully vet the qualification of projects, costs, and the calculation methodology to ensure that every phase of the assessment was conducted consistent with the applicable R&D tax credit statute(s). This includes an assessment of any missed, incorrectly included or excluded activities or costs, and a review of any relevant contract agreements. If additional value is found, we appreciate the opportunity to engage and work on your behalf to capture those benefits and if on the other hand we do not identify any areas of additional savings, you can move forward with the added peace of mind in knowing you are indeed maximizing the benefits your business is eligible to receive.
R&D benefits are required to be fully supported by documentation before they can be properly claimed. During our Substantiation Review, we assess the extent of the documentation used to support credits claimed, verify nexus between qualified projects, costs, and documentation, and make recommendations to improve information capture, for both current and future tax years.
Software and System Review
We help companies develop and implement procedures and techniques to more efficiently capture data related to the calculation and support of future credits. This can include assessment of existing time tracking systems, creation of discrete ledger accounts aligned with R&D tax credit definitions for eligible costs, the creation of virtual storage sites for relevant project and personnel documentation - all driving to make future credit calculations faster, more accurate, and more beneficial to your organization.