Manufacturing · SC
Custom tooling manufacturer · process improvement
$87K federal
Three production lines with qualifying process-improvement and custom tooling activity. Federal and SC state credits coordinated.
2024 – 2025Profile #A
R&D Tax Credit Advisory · §41
Engineering, software, and process work — properly credited.
Alexander & Blake helps South Carolina companies and their CPA firms identify, document, and defend qualifying R&D activities under §41. Our work is technical, conservatively scoped, and built to survive examination.
$4.2M+
Credits substantiated
60+
Engagements delivered
0
Adverse examination outcomes
100%
Examination support included
The Practice
Documentation that survives scrutiny.
We treat the credit as a tax position, not a refund. Every engagement begins with a structured technical interview, a wage allocation review, and a Section 174 cross-check before any benefit is computed.
Our deliverable is the file your examiner sees: a defensible narrative tied to contemporaneous records and reviewed by a principal.
“Conservative numbers, thorough files, and someone who answers the phone when the IDR letter arrives.”Composite · Drawn From CPA Partner Feedback
01
Federal §41 Studies
Four-part qualification, ASC and Regular method modeling, and contemporaneous documentation aligned to project records.
02
SC State Credit
South Carolina R&D credit coordinated with the federal benefit through a single study process.
03
§174 Capitalization
SRE identification, amortization scheduling, and interaction modeling with the §41 credit and §280C election.
04
Examination Support
IDR response drafting, examiner correspondence, and documentation assistance for prior-year claims.
05
Form 6765 Section G
Project-level disclosure preparation for the expanded Section G reporting now required — built for CPA firms supporting their clients.
06
CPA Firm White-Label
Engagement delivered behind your firm's letterhead — our team executes the study, you own the client relationship.
Our work centers on engineering-led South Carolina companies.
01 · Manufacturing
Precision & Tooling
CNC, additive, fixture design. Process improvement frequently qualifies under the four-part test.
02 · Technology
B2B Software
Internal-use exclusion analysis and project-by-project substantiation for development teams.
03 · Construction
Design-Build
Means-and-methods innovation, MEP coordination, and value-engineering activities.
04 · Food & Beverage
Formulation
Recipe development, shelf-life work, and packaging engineering — narrow but real.
05 · Architecture
Engineering & Design
Schematic-through-CD work where uncertainty drives iterative design — frequently overlooked.
06 · Textiles
Process Innovation
Dyeing processes, material testing, and production-line optimization for SC's textile sector.
07 · Automotive
Tier Suppliers
Qualifying first-article work, tooling design, and process validation for OEM programs.
08 · Life Sciences
Medical Devices
Verification, validation, and regulatory iteration treated as qualified development activities.
Selected engagement profiles.
Representative scopes drawn from common engagement profiles. Individual results vary.
Software · SC
B2B platform · first-time claimant
$142K federal
Three-year lookback plus current year. Client had never claimed — believed only pharmaceutical companies qualified.
2022 – 2025Profile #B
Engineering · SC
Structural engineering firm · design & simulation
$63K federal
Qualifying activities in structural design, simulation, and prototype development. Study completed in 45 days.
2024 – 2025Profile #C
“
They treated our credit like a tax position, not a refund. The file they prepared was thorough, organized, and built to withstand review.
Composite Feedback·SC Manufacturing Engagement
Begin with a complimentary consultation.
No fee, no obligation. We will review your activities, identify the qualifying surface, and tell you plainly whether an engagement makes sense. If not, we will say so.
20% Contingency · No Retainer · No Fee If No Credits Identified
Engagement Inquiry
CompanyYour Company Name
Annual R&D Spend$500K – $2M
Open Tax Years2022 · 2023 · 2024 · 2025
Referred ByCPA firm or direct inquiry
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