Full Outsource R&D Tax Credit Services

Overview

Looking for an easier way to manage the R&D tax credit? MASSIE handles the entire process from start to finish.

Our team manages documentation, SME engagement, and reporting. As a result, your tax credits stay accurate, defensible, and supports audits.

How We Engage

The ideal R&D tax credit process reduces internal workload. At the same time, it maximizes claim quality.

MASSIE combines proven best practices with the technology your team already uses. As a result, teams avoid new systems and unnecessary training.

The process stays focused, efficient, and easy to manage.

The MASSIE Method

The MASSIE Method structures full-outsource engagements across three focused phases.

Architecture Phase

We tailor the credit strategy to reflect what makes your company unique. This phase defines scope, priorities, and documentation standards early.

SME Interaction

We use clear processes and simple tools to support SMEs. This structure improves response quality and reduces follow-up.

Tax Department Oversight

Your tax team maintains visibility throughout the project. Progress tracking and final documentation remain clear and controlled.

Technology Your Team Already Uses

We believe teams work best in familiar tools. For that reason, MASSIE uses technology your people already know.

We also adapt communication to how teams work today. When strong process meets familiar tools, results follow.

Because today is different.

SME-Centered Documentation

Strong R&D tax credit claims rely on meaningful SME input. However, SMEs need clarity.

MASSIE provides straightforward guidance so SMEs can document work in their own words. This clarity improves documentation quality and strengthens audit defense.

Documentation Mapping for Audit Readiness

Audit defense depends on access to contemporaneous records. To support this, MASSIE uses a documentation mapping process.

This approach helps SMEs identify and tag relevant materials during the study. As a result, documentation remains accessible even if personnel change.

Tools Built for Participation

SMEs are innovators first. They are not accountants.

MASSIE provides tools that respect that reality, including:

Customized training videos
Web conferencing sessions
Online guidebooks and examples
Documentation mapping tools
Motivational messages and incentives

All tools work on desktop and mobile devices. This flexibility increases participation and improves outcomes.

Better Participation Leads to Better Results

When the process feels manageable, participation increases. Higher participation leads to stronger documentation, larger credits, and smoother audits.

That is the value of a full-outsource approach built around real users.

“My Company has been working with MASSIE R&D for the last 4 years. Given the technical nature to support our R&D tax credit calculations, we needed to use an external firm to assist us in maximizing our credits, both for US federal and the State of Georgia purposes. There are many accounting and specialty tax firms out there to choose from but making the decision to work working with MASSIE has been the right choice for us.”

Judd Schmid

Vice President – Corporate Controller

Vecima

"This is our second year with MASSIE We've worked with other firms in the past, but our first year with MASSIE made a tremendous change in the process improvement of how we gather R&D data and support to sustain in the audit. This year we added the use of Microsoft Teams, which in combination with MASSIE process made this year's R&D study even more efficient and smooth to the point that we were a few months before the schedule of completing the study."