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Claim integrity review
An independent second look at a prepared or filed R&D credit claim. We test each project against the four-part test and flag what would not survive scrutiny.
R&D tax credit review & substantiation
R&D credit claims that hold up under examination.
We independently review, substantiate and document research credit claims, so the benefit you take is one you can stand behind when the questions come.
Project file
Qualified research review
- Permitted purpose identified
- Technological uncertainty documented
- Process of experimentation evidenced
- Wages linked to qualified activities
- Supply and contract costs traced
Every conclusion is tied to a source record, so the file reads the same to you as it will to an examiner.
The research credit rewards real innovation. The risk sits in claims that cannot show their work.
Examinations increasingly focus on project-level evidence and the link between costs and qualified activities. A strong claim is not the largest one, it is the one that is documented.
Services
Independent review, not another claim mill.
We focus on the integrity of the claim itself: what qualifies, what is supported, and what needs fixing.
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Substantiation & documentation
We connect qualified research expenses to the projects, people and records behind them, so every number in the claim traces back to evidence.
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Examination readiness
Before a notice arrives, we assemble the narrative, nexus and records an examiner will ask for, and organise them the way a review actually runs.
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Ongoing documentation programs
Lightweight, contemporaneous habits for engineering and product teams, so next year’s claim is built as the work happens rather than reconstructed later.
Approach
A review built the way an examination runs.
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Scope
We agree which tax years, entities and projects are in view, and what you need the review to answer.
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Test
Each project and cost category is tested against the statute, regulations and current examination practice.
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Trace
Expenses are tied to source records. Gaps are logged with a clear fix, not buried in a memo.
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Report
You receive a plain-language findings report and a documentation file you can hand to an examiner.
Who we help
For anyone who needs to trust the number.
Companies claiming the credit
Finance and tax leaders who want confidence that the claim on file is one they can defend.
CPA & advisory firms
Practices that want an independent quality review before a client claim goes out the door.
Investors & acquirers
Deal teams that need to understand the exposure in a target’s historical credit claims.
Know where your claim stands before anyone else asks.
Tell us about the years and entities you want reviewed. We will reply with a proposed scope.
Request a claim review
hello@researchcreditintegrity.com