Why Now: IRS Compliance Demands
The IRS has made Section G reporting optional for tax year 2025 but mandatory starting in 2026. Companies must track and document all Qualified Research Expenses by business component for at least 80% of QREs, up to a maximum of 50 components, and follow specific naming conventions. If you wait to organize your documentation until tax filing time, you risk audit issues and potential loss of credits.
Contemporaneous records and a clear component-level map are now must-haves, not nice-to-haves. Our systems align with the latest IRS requirements, creating a defensible, repeatable foundation for your R&D tax credit claims.
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Productized Offers for R&D Credit Readiness
R&D Credit Readiness Assessment (2–3 weeks): Receive a business-component eligibility map, documentation gap list, and a risk-prioritized remediation plan.
R&D Documentation System Setup (4–8 weeks): We implement a business-component registry, project narratives, QRE capture workflows, and a year-end evidence pack—so your filing aligns with IRS expectations.
Section G Readiness Pack (2–4 weeks): Get a draft Section G-ready component list and reporting format, structured for the ‘80% / Top 50’ requirement and easy CPA/EA collaboration.
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