Guidance to identify and determine which expenses qualify for the R&D tax credit for United States federal income tax and payroll purposes
Calculation of the amount of qualifying R&D expenses
Drafting of supporting technical and financial doumentation required for IRS Forms 6765 and 8974
Status updates with respect to your R&D tax credit claim, if and when available, during the calendar year
Service notes
You’ll have a dedicated R&D tax credit specialist
You can communicate with your R&D tax credit specialist as much as you need
All the deliverables are included (not billed hourly)
Your R&D specialist will work with your tax preparer for the inclusion of the R&D tax credit study into your annual federal income tax filing
The following tax services are available for additional cost as part of Pilot Tax
Business income tax return preparation
The following R&D tax credit services are available for additional cost via our partners
Representation if your business federal income tax return is selected for examination
Note about bringing in R&D tax credit experts to assist you
As part of providing the Pilot R&D Credit Study service, at no additional cost to you, we will consult with certain firms that specialize in R&D tax credit matters, such as Boast Capital Inc. In order to obtain such assistance to complete your R&D credit study, we will, under non-disclosure obligations that are consistent with Pilot’s terms of service and privacy policy, share information with them, including identifying information and financial information that you’ve shared with us. Some of these specialists are located in Canada, so your information may be processed in Canada. By signing this form, you consent to these disclosures for each year for which you remain a subscriber.
