AndreTaxCo, PLLC

What are the Benefits of Using AndreTaxCo to Perform Your R&D Credit and/or Incentive Study?

 

AndreTaxCo's comprehensive studies thoroughly explore your company's qualifying activities resulting in more complete and detailed documentation substantiation to mitigate IRS challenges. When encountering Tax Controversy with the IRS, AndreTaxCo has the experience, training, and proficiency to vigorously and effectively represent you.

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In general, by using AndreTaxCo you will enjoy the following enhanced benefits as more competitive rates compared to other firms:

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• Perform preliminary analysis of the potential federal and state benefits and costs at no charge.

• Provide flexible audit defense arrangements.

• Provide our clients with a unique system of capturing the credits/incentives in the future by offering methodology memos, documentation tracking tools, checklists, etc.

• Perform both on-site and/or virtual meeting arrangements to perform our documentation analysis and support your specific facts and circumstances supporting your benefit claim(s).

• Combine both tax law and/or accounting expertise with nearly a decade of specialized R&D tax credit specific documentation and defense experience.

• Robust proficiency with R&D studies across a wide range of industries including both federal and state jurisdictions.

• Our analysis integrates into the tax return without undue delays. 

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What are the Benefits of Using AndreTaxCo to Resolve Your Tax Controversy (e.g. Audit, Appeals)?​

 

In the case of an IRS and/or state taxing authority audit, AndreTax Co will ensure you are fully prepared and in the best position to defend your claim.  AndreTaxCo's audit experience and in-depth knowledge of evolving tax credit legislation, regulations, and case law authority will help your business develop cost / benefit based strategic documentation practices to defend against IRS and/or state taxing examination.

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• Audit / Exam Defense

  • Representing yourself and/or your business upon audit selection, information documentation requests, and before the Appellate Division of the IRS can adversely impact your team's core tax accounting and/or technical resources in performing its standard business operations, and adversely hinder sustainability of prior and prospective credit claims moving forward.

• Appeals / Fast Track Mediation

  • Representing yourself during administrative hearings and mediation will likely put you in a distinct disadvantage as your team may not be trained in IRS procedures, tax law accounting, and/or technical documentation substantiation. As such, it is critical to work with expert representation to protect your rights and qualified benefits.

  • In general, disputes between taxpayers and the IRS are often settled during the initial audit documentation requests, or appeals process (mediation), prior to actual tax court litigation. As such, it is imperative to engage a tax professional who understands the procedural dynamics at the Appeals level to avoid more significant costs associated with tax court litigation.​

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AndreTaxCo can make an significant impact in the settlement offer from the IRS at the conclusion of the appeals process. Resulting from increasingly limited resources, the IRS has a similar objective as to taxpayers, in avoiding costly litigation because of the time, expense, and risk of an unfavorable outcome. When the IRS loses a case, a precedent may also be established that could impact the government's tax revenue now and for the foreseeable future.

 

Having a seasoned tax professional (i.e. CPA, tax lawyer, enrolled agent) on your side during the appeals process increases the hazards of litigation perceived by the IRS. To help mitigate the possibility of litigation and expense, as previously mentioned, IRS Appeals Officers are motivated to settle these issues to avoid the additional burdens and costs associated with tax court.

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AndreTaxCo will assist you in collecting and organizing your documents, books, and records, including researching and documenting the necessary tax authority to defend the positions under exam. AndreTaxCo will aggressively present your case to the IRS Appeals Officer and zealously negotiate the most advantageous settlement terms possible.