Ashwini Suresh Email and Phone Number

As a R&D Tax Credits & Incentives - Associate, my work involves reviewing and analyzing Federal and State tax returns (Forms 1120, 1065, and 1120S) for R&D tax credit calculation. This includes extracting key financial information from Forms 1065, 1120, and 1120-S. Collaboration with project managers is most crucial to estimate R&D tax credits based on qualified employee expenses. Excel expertise is utilized to extract wages and employee allocations, adhering to relevant case laws. The position requires engagement in various phases of the R&D study process, including job costing, time tracking data analysis, and validation of project lists. Conducting quantitative and qualitative research is most essential, involving project write-ups, base period analysis, department overviews, and methodology memos. Reports outlining client qualifications and legal justifications for tax credits are prepared. Extensive research across diverse industries is performed to create comprehensive written reports detailing client qualifications and legal justifications for tax credits, following internal standards and procedural guidelines. The role also involves updating leadership and project managers on project progress and status. Finally, accountability is taken for collecting high-quality data and drafting technical reports based on qualified services to facilitate clients in claiming tax credits.