PHASE 1: 1 Day

Information Gathering - FREE

  • Gather information 
  • Interviews take 30-50 minutes with key executives
  • We maximize efficiency, by previsit planning

PHASE 2: 2-3 Days

Quantitative Review and Approval

  • STS verifies and confirms all the numbers
  • We confirm the actual expense categories
  • We prepare a detailed summary that conforms to the Federal & State Tax Credit guidelines

 PHASE 3: 3-5 Days

 Substantiation and Documentation

  • STS conducts data substantiation and development to ensure that your company has all the necessary tracking and supporting documents

 PHASE 4: As short as 1-2 Weeks

 Final Calculations & Compliance

  • STS completes and reviews all R&D tax credit calculations as well as the supporting information for compliance
  • We provide your company as well as your CPA with the completed R&D tax credit forms for submission to the taxing authorities

We Make It Simple

Research & Development Tax Credits have been in place for over 25 years. Many companies have misconceptions about the types of research and development activities that qualify. A wide range of common practices in many industries will qualify for the credit under the Internal Revenue Code’s definition of R&D. Strategic Tax Solutions experts can help you claim the credits for which your company is eligible.



Do I qualify? Take a look at the Industries page to see if your company may be a candidate.
How much do I qualify for?  Contact STS
How long will it take? See the timetable below.