A Specialist R&D Credit Resource for Your Firm
Alexander & Blake works alongside accounting firms that want a reliable specialist partner for R&D tax credit studies and related documentation. You maintain the client relationship. We handle the specialty work and coordinate closely throughout the engagement.
Specialist Support for Trusted Advisors.
Your Client, Your Relationship
We never solicit your clients for other services. We function as an extension of your practice — a specialty resource, not a competitor.
Complete Technical Execution
R&D credit studies require careful technical documentation and structured analysis. We manage the entire process — you review and approve.
Documentation Built for Review
Every study is prepared with structured project narratives, four-part test documentation, and thorough financial substantiation — organized for clarity and prepared with review in mind.
Clear Engagement Economics
Our fee is typically contingency-based and paid after filing, with no upfront cost to your firm or your client in most engagements.
Organized Delivery
We run a structured process designed to minimize disruption, provide visibility throughout the engagement, and deliver the completed study on a practical timeline.
South Carolina Focused
We specialize in SC businesses and coordinate the federal credit alongside the SC state credit for comprehensive benefit.
A Straightforward Engagement Process
You Identify an Opportunity
Consider which clients may have qualifying activities — product development, process improvement, software engineering, or technical design work. We can help evaluate whether an engagement makes sense.
We Prepare the Study
We conduct technical interviews, collect financial data through our secure portal, and prepare a complete credit study with structured documentation. You receive visibility throughout the engagement.
You File with Confidence
We deliver the completed study, supporting schedules, and Form 6765 materials to your team for filing coordination. Ongoing support is included if questions arise later.
Which Clients May Have Qualifying Activities?
If any of the following describe a client's business, there is a reasonable chance qualifying R&D activities exist. We are happy to evaluate and advise — the initial conversation is complimentary.
What We Need From the CPA
In most engagements, we ask the CPA to help confirm filing posture, prior-year credit history, and any relevant return details. We handle the specialty R&D work so your team does not need to build an internal process from scratch.
Representative Partner Engagement Outcomes
Illustrative examples based on representative South Carolina engagements. Actual outcomes depend on the client's facts, qualifying activities, expenses, and filing posture.
Federal and SC state credits combined. Client had never claimed the credit before. CPA referred after noticing process development activity.
Current yearThree years of amended returns plus current year. Client thought only pharmaceutical companies qualified.
3-year lookbackCurrent year credit on structural engineering and design work. Study completed and delivered in 45 days with structured documentation.
Current yearThese examples are illustrative and based on typical engagement profiles. Individual results depend on qualifying activities, expenses, and tax situation.
Start a Conversation
Tell us about your practice and we'll reach out to discuss how we might work together. No commitment required.