Full-Lifecycle R&D Tax Credit Advisory
From initial evaluation through filing support, we manage the full R&D tax credit engagement with care, clarity, and structured documentation — including federal credits, South Carolina credits, current-year claims, and amended returns.
Federal R&D Tax Credit
We prepare federal R&D tax credit studies for businesses engaged in qualified research activity. Each study includes qualification analysis, QRE calculations, method review, and filing support materials prepared with clarity and care.
South Carolina State Credits
For qualifying South Carolina businesses, we coordinate the federal credit alongside the additional state credit as part of one integrated engagement.
Amended Returns
If the credit has not been claimed previously, we review open tax years and prepare the support needed for amended filings where appropriate.
Payroll Tax Offset
Certain early-stage businesses may be able to apply R&D credits against payroll taxes rather than income taxes. We assess eligibility and prepare the necessary calculations and support.
Ongoing Support
Every study we prepare includes ongoing support if the credit is later reviewed. Our documentation is organized from the outset with review in mind, and we remain available to assist the client and their advisors with follow-up questions and supporting materials.
Aligned Incentives. Clear Terms.
Alexander & Blake typically works on a contingency basis. We explain scope, timing, and fee terms clearly at the start of each engagement so clients understand exactly how the process works.
There is no retainer or deposit to begin the engagement. The initial consultation is complimentary.
Our fee is typically based on a percentage of credits identified, paid after filing. We discuss terms clearly before beginning any work.
Ongoing support is included with every study at no additional cost. We remain available to assist if questions arise later.
Not Sure Where to Start?
A brief consultation can help determine which credits, filing paths, and support needs may be relevant to your business.