Tax Controversy

R&D Tax Credit Audit

R&D tax credit audit support focuses on business components, technical uncertainty, experimentation evidence, QRE support, return integration, and examiner-ready documentation. MMVFO helps organize the claim file and coordinate the right specialty and representative support.

Defensible R&D credit file with eligibility, QRE, Form 6765, and examination support layers

Tax Controversy

Defensible credit file

R&D credit work is visualized as a file, not a claim: eligibility, QRE support, Form 6765, and examination readiness.

Claim and issue map

Identify tax years, claimed credits, business components, Section 41 theories, Form 6765 reporting, Section 174A or Section 280C interactions, and IDR requests.

Technical narrative support

Organize project records, design notes, testing evidence, tickets, prototypes, alternatives evaluated, and uncertainty documentation.

QRE and cost support

Tie wages, supplies, contractors, cloud costs, employee roles, time allocation, and exclusions to the claimed research activities.

Return and study reconciliation

Compare the credit study, return workpapers, financials, payroll records, amended returns, and preparer assumptions for consistency.

Representation and escalation

Coordinate response support within written scope; legal strategy, privilege, summons issues, or litigation risk should be escalated to counsel.

FAQs

Facts, documents, calculations, business-component support, employee and contractor support, and clear narratives.
The file can often be organized, but contemporaneous support is stronger than late reconstruction.
No. No credit, refund, audit, penalty, or settlement outcome is guaranteed.
Often yes. Technical personnel may be needed to explain uncertainty, alternatives, testing, and project facts.

Request a Private Tax Strategy Diagnostic

If your tax, entity, investment, estate, insurance, or reporting picture has become too complex for one advisor to see clearly, MMVFO can help map the moving parts.

Request Diagnostic

Reviewed by Joshua V. Azran, CPA/ABV/CFF, CMA, CGMA, CFE and Lorenzo Abbatiello, CPA | Last updated