Methodology

Global offers proven techniques and established methods for claiming R&D tax credits. Our process is a comprehensive, phased approach geared to each client's specific needs, corporate structure and business context.

Typical services involve the following steps:

1) Eligibility Assessment and Project Review

Global R&D Consultants conduct an initial meeting with key management, R&D personnel and financial personnel to discuss the activities conducted and expenditures incurred. Based on this discussion, recommendations are made regarding eligibility of the work for R&D tax incentives.

2) Information Collection

The key individuals responsible for the R&D projects are interviewed to collect details regarding the technical details of the work conducted, and supporting documentation is reviewed and assessed. Eligible expenditures for each project will be determined, and financial information will be collected from accounting personnel. A candidate project list is developed, and initial project information is summarized. Action items and information needs will be identified.

3) Preparation of Supporting Documentation

Global R&D Consulting will prepare the supporting technical financial documentation needed to support the R&D claim, based on the information provided. Global R&D consultants will provide a complete filing package to the company management. Recommendations will also be provided regarding technical and financial project documentation, or other improvements to internal processes, as needed.

4) Audit Support

In the event that an audit is to be conducted by taxation authorities, Global R&D consultants can provide a briefing for technical and financial personnel in advance of the audit, and/or attend the audit, as required.

Our services are always focused on specific client requirements, and our goal is always to minimize disruption to your daily business.

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