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Areas of Focus

R&D credit work we handle.

We put a strong focus on using software to minimize the effort required from your internal teams, and on maximizing the benefit to you.

  • R&D Tax Credit Studies
  • State R&D Credits
  • R&D Credit for Startup Companies
  • R&D Credit Audit Defense
Activity Review

Understand the work behind the numbers.

A useful study starts with a conversation about what your team does. We look at projects, processes, and the questions that need to be explored in a focused review.

  • Project and activity discussions
  • Operational and technical context
  • Identification of information to review
Study & Documentation

Build a clear, organized record.

Connect the technical story to the available records. A structured process helps your team understand what information is needed and how the different pieces relate to one another.

  • Review of available supporting records
  • Coordination with technical and finance teams
  • Clear documentation of the study process
Advisor Coordination

Fit the study into your wider tax planning.

An R&D study should sit within the broader picture of your business. We work alongside your existing advisors to help keep the process coherent.

  • Communication with your CPA and advisors
  • Consideration of related planning matters
  • Support with questions arising from the study

Your first conversation

Start with what matters to you.

Bring an overview of your situation, your priorities, and any relevant documents. We will discuss whether the firm is the right fit and the scope of a potential engagement.

Book a Consultation

A thoughtful next step

Let's talk about what comes next.

Your business. Your priorities. Your future.

Start a conversation with Cox Business & Tax Law.

Book a Consultation