If your business has never claimed R&D credits
Endicies applies the below three phase process that allows us to focus on developing a thorough understanding of our clients' businesses while simultaneously allowing us to minimize our footprint along the way.
Viability
Execution
Delivery
The Viability phase allows Endicies to develop a preliminary understanding of our clients' business activities, cost centers, departmental organization, and the general processes involved in delivering each product or service to market. On conclusion of this phase, we will typically present an initial assessment of potential credit amounts as well as a detailed plan for determining final credit totals.
The Execution phase involves a complete due diligence process spanning project validation, personnel involvement, vetting of expenses associated with each qualified activity, and the assessment of documentation generated along the way.
Detailed summaries of each qualified R&D project along with descriptions of the work performed by qualified employees or contractors are drafted and included in a summary report presented to our client for review and future reference.
The Delivery phase includes providing the client with the final credit totals and appropriate pro forma documents along with an electronic copy of the Final Report. On completion of this phase, final credit figures are now made available to the client and their CPA for filing with the appropriate taxing authority.
Financing Growth: Capital Options
Patrick Shelley
Managing Partner
Los Angeles Office
1-877-595-7256
Service Coverage
Endicies' focus is squarely on driving growth within small to mid-market companies. We achieve this through the unique combination of innovation incentives, targeted capital deployment, and optimization services listed at right.