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Tax Credit & Incentives Services: Calculation, Documentation, Audit Protection

Tax Credit & Incentive Services Background

AndreTaxCo provides a detailed and well-documented tax credit process, based upon extensive IRS and/or state taxing authority audit experience pursuant to authoritative tax precedence and IRS publications to ensure a high quality deliverable.


AndreTaxCo utilizes industry best practices following current tax law and standards in consideration of publicized IRS and applicable state audit techniques guidelines. We use a developed client specific approach to best serve each client's position and provide optimal solutions for every business situation, facts, and circumstances.

Generally, AndreTaxCo's credit & incentive services approach includes the following phases:

Phase 1 – Feasibility & Assessment

- Review your business and tax needs based on preliminary questionnaires, scoping discussions, and review of client workpapers

- Host follow-up meeting(s) to review findings and discuss any additional questions 

Phase 2 – Proposal and Presentation

- Prepare and present client specific eligible benefits, documentation approach, and methodology based on Phase 1 findings

- Issue engagement proposal 

Phase 3 – Gathering of Documentation and Analysis

- Obtain relevant documents

- Interview employee(s)

- Investigate company processes and products and/or on-site visit of facility to evaluate qualified activities

- Analyze data & calculate applicable federal and/or state tax credit(s) and incentive(s)

Phase 4 – Presentation of Findings

- Present federal and/or state credit(s) and incentive(s) deliverable and discuss any questions 

- Provide methodology memo and/or procedural recommendations to streamline and enhance future engagements 

Phase 5 – Audit Protection

- General audit level protection included in study regarding Federal or State taxing authority Information Documentation Request (IDR). Note, additional and/or specific documentation may be requested dependent upon the inquiring tax agent 

- If specific tax incentive claims are not supported by sufficient support (e.g. engineering documentation, contract agreements, CAD models, test reports, etc.), this may create additional risk exposure upon exam

- As such, we offer supplemental audit defense and contract review dependent upon your tax situation and as agreed within our Scope of Services

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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