Phase I 

• Determine eligible R&D projects over the claim period.
• Carry out high level review of documentation to support R&D tax credit claims.
• Carry out high level review of eligible R&D costs which relate to R&D projects/activities.
• Estimate Baseline Calculations.
• Prepare report outlining benefit of R&D claim including estimated R&D tax credits/savings. 

Phase II 

• Prepare study outlining eligible R&D projects and relate to R&D activities qualifying IRS criteria and tests.
• Prepare detailed R&D costs summary outlining eligible R&D costs and allocate costs to eligible projects/activities.
• Prepare Baseline Calculations.
• Review documentation to support the claim. 

Phase III 

• Review R&D claim with client.
• File claim with IRS and prepare all necessary tax schedules.
• Assemble all detailed documentation to support the claim. 

Phase IV 

• Assist client on any IRS audit or query of the R&D tax credit claim.