R&D Credit Advisory, Structured for Confidence
We help CPA firms and qualifying businesses identify, calculate, document, and defend federal and South Carolina R&D tax credits — without disrupting the existing CPA-client relationship.Structured R&D credit advisory for CPA firms and qualifying South Carolina businesses.
Documentation Requirements Have Changed
Business-component-level reporting on Form 6765 (Section G) is now in effect for current-year R&D credit filings. Alexander & Blake builds documentation at the business-component level from day one — before the IRS asks for it.
Four Ways to Engage
Whether you need a quick eligibility assessment or a full annual credit program, each engagement is structured with the same standard of documentation and defensibility.
Eligibility Review
Your starting point
A focused assessment to determine whether your business — or your client's business — has qualifying R&D activities worth a full study. This is not a sales pitch. It is a structured evaluation that gives you a clear answer.
Deliverable
2-4 page eligibility memo
Best for: CPA partners evaluating clients, warm leads, and business owners who want clarity before committing.
Full R&D Credit Study
Core engagement
A comprehensive technical study covering identification, calculation, documentation, and filing support for federal and South Carolina R&D tax credits. Built for defensibility — every study is prepared with the expectation that it may be examined.
Deliverable
Complete credit study with Form 6765 support and examination-ready file
Best for: Businesses with $500K+ in potential qualifying wages and CPA firms seeking a complete, defensible credit study for their clients.
CPA Partner White-Label Study
Highest-leverage channel
The same rigorous credit study, delivered in coordination with your firm. You keep the client relationship. We handle the technical R&D credit work behind the scenes — from initial assessment through documentation and filing support.
Deliverable
Full technical study prepared in coordination with your CPA firm
Best for: CPA firms that want to offer R&D credit advisory as a service without building an internal department.
Annual R&D Credit Program
Recurring support
Instead of treating each year as a one-off project, the annual program provides continuous documentation support and year-end credit preparation. This creates consistency, reduces year-end scramble, and strengthens every claim.
Deliverable
Ongoing documentation support + annual credit study
Best for: Companies with ongoing R&D activity that want stronger documentation, predictable credit capture, and reduced risk year over year.
Transparent Fee Structure
We explain scope, timing, and fee terms clearly at the start of each engagement. No surprises.
Typically 20% of net federal and SC credits identified, scaling down for larger or cleaner opportunities. No credit identified means no fee.
Available for smaller engagements or clients who prefer cost certainty. Fee is based on complexity, not credit size.
Flexible options for CPA firms: revenue share, wholesale fee, or client-paid structure. No cost to the referring firm.
What We Do Not Do
Not Sure Where to Start?
Most engagements begin with a complimentary eligibility review. Fifteen minutes is usually enough to determine whether there may be a fit.