Testimonials

“When we started looking for a solution, we knew we needed to be more efficient. We were a two-person team managing R&D credit for the entire company, facing an upcoming audit, and struggling to gather information from SMEs in a timely, systematic way. MASSIE provided a customized solution built around tools we already had, like Teams and Power Automate. We’ve been tweaking it together ever since, and we’ve enjoyed the partnership so much that we continue to build on it.”

Catie and the MASSIE team stepped into a messy fire drill for us when we had a critical SME retire. They were able to use their wealth of knowledge, experience, and expertise to calculate our credit using a different approach. Additionally, their outstanding project management skills kept our study and tax return filing on track, and took the majority of the burden of emails, scheduling, etc. off my plate. We were so impressed and happy with the engagement we’ve decided to bring them on to complete our full R&D study for tax year 2025.

“The MASSIE team and the SMEs work directly together and it really helps create a very interactive environment for the study… it really has made our study very efficient. And we’ve really benefited from the time savings because we don’t want to use up a lot of SME operational time.”

“My Company has been working with MASSIE R&D Tax Credits 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.

While we haven’t been without our own challenges (i.e., changes in personnel, acquisitions, etc.), MASSIE has always shown us the organization, patience, and thoroughness to help us get through this yearly exercise. Working with Elaine Guan (Project Manager) since the beginning of our engagement, she has made it as non-intrusive as possible when dealing with our internal subject matter experts. MASSIE always follows through to make sure that the documentation is complete and stands up to scrutiny from a compliance standpoint. The resulting reports and supporting documentation are easy to follow and very well organized. Overall, we could not be happier with the results.

I have no hesitation in recommending MASSIE R&D Tax Credits for anyone considering using them.”

“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.

Previously we used emails to communicate with SME teams and individuals, which created a lot of back and forth and information flow delays. Using Microsoft Teams, we’ve created SME team channel where announcements to all SME’s were communicated and responded to faster. We had relevant files and videos saved in the channel for convenient access to anyone who needed it. Any required follow up communication was happening more immediately, whether through a quick individual chat or a quick jump on a call. In addition, we had a separate subchannel for Project Management team where any planning, file sharing, and SME progress tracking was taking place. From a project management perspective, having all communications and information relating to R&D Study saved in one place created efficiencies and progress tracking much easier. We’ve also had a lot of positive feedback from SMEs on this year’s experience using Microsoft Teams for the R&D Study. We are looking forward to adding more features next year to further improve the process and experience for SMEs and Project Management team.”

“Jason and Peter, I am finally retiring at end of this year, but wanted to take a moment to thank you for the great job you and the team always did for IHG, and for your expertise, collaboration, and guidance in all matters R&D. I enjoyed the opportunity to speak at the RoundTable, so thank you for that; I enjoyed the discussions and always took away valuable tips and information from all who presented.”

“MASSIE’s experts worked hand-in-hand with our tax department and SMEs to seamlessly deliver a claim larger and sooner than I expected. The MASSIE method of people our people first worked great for our R&D Credit. Their focused expertise and documentation tools helped us know we were buttoned up. I would highly recommend MASSIE to anyone looking for a provider who under promises and over delivers.”