A Structured Process. From Conversation to Completed Study.
We manage the full engagement — activity identification, technical documentation, credit calculation, coordinated filing, and ongoing audit support. Here is how the process works from initial conversation to delivery.
Initial Conversation
30 minutesA complimentary consultation to understand your business, review potential qualifying activities, and discuss what a well-supported engagement would look like.
Engagement Kickoff
1-2 daysUpon executing the engagement letter, you receive secure portal access and a document checklist tailored to your business and industry.
Data Collection
1-2 weeksUpload payroll records, contractor agreements, and project data through our secure portal. Your dedicated analyst guides the process.
Credit Analysis
2-3 weeksOur team maps your data to qualifying activities, applies IRS criteria, and prepares a thorough credit calculation with supporting documentation.
Report and Filing
1 weekYou receive a carefully prepared credit study with complete documentation. We coordinate directly with your CPA for filing and provide ongoing audit support.
What the Engagement Includes
Complete Credit Study
A fully documented study including project narratives, methodology memo, and Form 6765 support — ready for your CPA to file.
Ongoing Audit Support
If the IRS ever reviews your credit, we provide full representation. Our documentation is prepared from day one with the expectation that it may be examined.
Secure Client Portal
Upload documents, track engagement status, and communicate with your analyst — all through your secure Alexander & Blake portal.
CPA Coordination
We work directly with your CPA to ensure seamless filing. We handle the specialty work — they handle the rest of your return.
Federal and SC Credits
We identify and document both the federal and SC state credit simultaneously, coordinating them for comprehensive benefit.
Amended Returns
If you have not claimed credits in prior years, we can file amended returns going back 3 years to recover credits you already missed.
Ready to Get Started?
The initial consultation is complimentary and takes about 30 minutes. We'll review your business, evaluate potential qualifying activities, and outline what a well-supported engagement would look like.