Rapport R&D Tax Strategy

Rapport specializes in maximizing R&D tax credits and helping your business navigate § 174 capitalization. But, unlike other tax firms focused on building bots to minimize human interaction, we specialize in technical expertise and building relationships. It’s the result of claiming substantial R&D tax credits. And it’s how the credit will be defended in an IRS exam. Rapport was formed by preparing and defending F500 credit claims. Through this experience, we’ve gained invaluable insights on: - IRS trends - Strategy for each item in the QRE portfolio - Building nexus between research activities and research expenses - Awareness of larger financial effects - Speed to delivery - Seamless coordination with the Tax provider We democratize these findings to SMB’s which, similar to F500 claims, leverage technology stacks to solve a problem. The iterative process of solving that problem is equally qualified for the credit, regardless of the taxpayer’s size. The crux of qualifications requires contributions from subject-matter experts (“SME”) — the people solving the problem. There’s a reason we’re named Rapport. It’s because we build rapport with SME’s in order to: - Minimize the impact on operations - Obtain an accurate credit - Reduce political costs to the Tax/Finance department While the credit is favorable and elective, the § 174 capitalization requirement is unfavorable and mandatory. Worse still, oftentimes the R&D Tax Credit study is prepared without § 174 considerations, by an entirely separate team, or as an afterthought to the R&D study. You need a holistic, singular study to discern both favorable and unfavorable impacts on your company. The Rapport Risk Score measures the risk profile of multiple QRE items. Low- and high-risk items are scrutinized for their favorable credit effect, then scored against unfavorable § 174 impacts. An informed conversation with Tax/Finance concludes with the positioning of each item.