A Specialist R&D Credit Resource for Your Firm
We help CPA firms capture R&D credit opportunities for their clients without requiring them to build an internal R&D department. You keep the client relationship. We handle the technical study, documentation, QRE analysis, credit calculations, and examination support file.We help CPA firms capture R&D credits for their clients — without building an internal department. You keep the relationship, we handle the study.
Alexander & Blake brings national advisory firm methodology to a focused R&D credit practice. Our process is designed for CPA review: structured eligibility analysis, documented QRE methodology, clear workpapers, and filing-ready support schedules.
CPA Partner Kit Available
Sample materials, workflow, and documentation standards
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
Project narratives, four-part test documentation, and financial substantiation — organized for clear CPA and examiner review.
Clear Engagement Economics
Typically 20% of net credits identified, paid after filing — no upfront cost to your firm or your client in most engagements.
Organized Delivery
Studies are delivered in roughly six to eight weeks with weekly status checkpoints — minimal disruption to your team or your client.
South Carolina Focused
We specialize in SC businesses and coordinate the federal credit alongside the SC state credit for comprehensive benefit.
Form 6765 Section G Is Now Mandatory
Business-component-level reporting is now in effect for current-year filings. Alexander & Blake builds documentation at this level from day one — so your clients' claims are prepared before the IRS asks for it.
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.
We Handle the Specialty Work. You Handle the Relationship.
A Reliable Specialist Resource
Structured Documentation
Every study includes organized project narratives, QRE schedules, methodology memos, and four-part test documentation — prepared for your review.
Full Visibility
You receive visibility throughout the engagement and a complete study package at completion. No surprises.
Post-Filing Support
If questions arise after filing, we provide examination correspondence support and documentation at no additional cost.
Questions CPA Firms Ask Before Partnering
We address these upfront because they matter.
Will you try to take my client?
No. Every partner engagement includes written non-solicitation and non-circumvention language. We do not cross-sell, solicit referred clients, or position ourselves as the client’s tax preparer. Your client relationship stays with you.
Will this create audit risk for my client?
Our process is built around business-component documentation, four-part test analysis, QRE substantiation, technical interviews, and a final examination-ready file. Every study passes internal quality review before delivery. We have not had an adverse examination outcome on any engagement to date.
How does my firm get compensated?
Flexible options: referral fee (where professionally allowed), co-branded arrangement, wholesale pricing, or client-paid structure. No cost to your firm in most arrangements. We discuss terms clearly before any engagement begins.
Will you embarrass us with the client?
We use professional communication, provide CPA review before client delivery, and offer full technical support. Your firm sees the complete study before the client does.
What industries qualify?
Manufacturing, engineering, software, construction and design-build, food and beverage, product development, process improvement, automation, tool/die/machining, and certain technical service firms. If your client is solving technical problems, they may qualify.
Written Non-Solicitation & Non-Circumvention
Every CPA partner engagement includes written protections. Alexander & Blake does not solicit referred clients outside the agreed R&D credit scope, does not cross-sell unrelated services, and does not position itself as the client's tax preparer.
Your firm remains the client's primary tax advisor. We serve as a specialty resource — behind the scenes, on your behalf.
Review Our CPA Partner Kit Before Referring a Client
We make it easy for accounting firms to evaluate our process before introducing a client. Upon request, we can provide a partner kit with sample materials, engagement workflow, documentation standards, and a sample study package outline.
What We Screen Out
A strong R&D credit study is not just about identifying qualifying work. It is also about excluding activities that are not supportable.
Illustrative Engagement Profiles
Illustrative examples based on common R&D credit engagement profiles. These examples are hypothetical and provided for educational purposes only. Individual results depend on qualifying activities, expenses, documentation, tax posture, and CPA review.
Start a Conversation
Tell us about your practice and we'll reach out to discuss how we might work together. No commitment required.