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Tip #36 – Cultivate an automation mindset

Do you dream of a finely tuned business operation that practically runs on autopilot? Begin today to cultivate an automation mindset within yourself and among your team members.

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Tip #34 – Ask “How” not “Who”

Are you frustrated trying to scale your R&D credit business? Perhaps that because you have been asking the wrong question.

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Tip #33 – Add the cheese

Fun fact, 74% of Americans add cheese to their hamburgers. What does cheese have to do with the R&D credit? You may be surprised.

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Tip #31 – Explore pilot model costs

Explore your potential pilot model costs. This can often add millions of dollars to your total qualified research expenses.

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Tip #24 – Let rule 401 be your guide

Let rule 401 guide your preparation of R&D credit evidence. CPAs could learn a few tips from trial attorneys.

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Tip #18 – Try Cooperation

Try cooperating with the IRS from a position of strength.

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Tip #15 – Check your sanity

Have an R&D credit sanity check. This will help ensure you are maximizing your credit and preparing a strong case for the eventual IRS exam.

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Tip #19 – Rethink File Management

Rethink file management by moving to a central workspace and reducing (if not eliminating completely) the use of spreadsheets.

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Tip #12 – Expect an Exam

Expect an exam! While we are not sure how R&D credits factor into the IRS formula for exam selection, we do know that if your R&D credit is selected for exam you need to be ready for it right from the start.

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Tip #11 – Retire the Spreadsheet

Retire your R&D credit computation spreadsheet and move to an R&D credit computation application.

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Tip #14 – Use Predictions

Use predictions effectively to enhance the accuracy and efficiency of your R&D credit process.

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Tip #17 – Ask SMEs to validate

Ask SMEs to validate information rather than create information. This simplifies the task, improves attitudes, and results in higher credits.

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Tip #21 – Don’t follow SALY, she’s no leader!

Don’t follow SALY, she’ll lead you down a path of bad habits and missed opportunity.

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Tip #22 – Read every page

Read the full document before you either discard it as not useful or include it in an R&D credit report as useful.

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Tip #23 – Start with the documents

Start your R&D credit analysis by reviewing your documents since they contain most of the information you will need.

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Tip #32 – Simplify your request

Simplify your request to improve response time.

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Tip #40 – Evaluate your provider

Evaluate your R&D credit provider, they may not be the expert you expect them to be.

SPRX.taxTurboTax for the R&D Tax Credit

How It Works

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Pricing

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What's included

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Frequently Asked Questions

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