1. Initial Qualification Review
We learn about your business, industry, projects, employees, technical activities, and prior tax filings to determine whether an R&D study is worth pursuing.
2. Technical Interviews
We speak with owners, managers, engineers, estimators, project managers, supervisors, programmers, and shop-floor personnel involved in technical work.
3. Project Identification
We identify projects and activities involving design, development, experimentation, process improvement, testing, prototype work, or technical uncertainty.
4. Expense Analysis
We review potential qualified research expenses, including wages, supplies, and contract research, based on available records and applicable credit requirements.
5. Documentation Review
We evaluate payroll data, job records, drawings, CAD files, project lists, invoices, technical notes, test information, and other relevant documentation.
6. Study Preparation
We prepare technical narratives, schedules, and supporting analysis designed to explain the qualifying activities and methodology.
7. CPA Coordination
We coordinate with your existing CPA or tax preparer regarding reporting and implementation of the credit.
8. Audit Defense Coordination
If the credit is challenged, Mixon Tax Law, PLLC may provide audit defense or tax controversy representation through a separate legal engagement.
Process Philosophy
The best R&D credit studies are practical, specific, and grounded in the company’s actual work. Our goal is to avoid generic reports and instead develop support that reflects the real technical activities performed by the business.
