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event

TEI Annual Conference - Scottsdale, AZ

10/23/2022 - 10/26/2022

  MASSIE will be joining the Annual TEI Annual conference as a platinum sponsor. &n...

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roundtable

The R&D Tax Credit Best Practice Roundtable

09/22/2022

Join an elite group of tax professionals to discuss Best Practices of R&D Tax Credit planning st...

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event

TEI Audits & Appeals Seminar

09/20/2022 - 09/21/2022

  Tuesday, September 20, 4 PM - 5 PM  Technology Tools you can use to improve your R&a...

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event

2022 TEI Region VIII - Hilton Head, SC

06/08/2022 - 06/12/2022

MASSIE is happy to be a sponsor and a speaker at the TEI Region 8 conference in Hilton Head, SC....

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event

2022 TEI Region X - La Jolla, CA

05/16/2022 - 05/18/2022

MASSIE is excited to join the TEI REGION 10 Annual Tax Conference in La Jolla, California as a ...

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event

2022 TEI Midyear Conference - DC

03/21/2022 - 03/23/2022

MASSIE will be joining the Annual TEI Midyear conference as a platinum sponsor.   Jas...

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resource

COVID-19 Effects on Federal Tax Planning

05/26/2020

11:45 AM - Webinar Log-in Opens  12:00 PM - Presentation Begins  AGENDA  ...

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blog

OVERVIEW OF REAL-TIME DATA COLLECTION

05/11/2017

The benefits of changing the existing method in 2017  2016 METHOD  ABC Co Tax Depar...

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blog

R&D TAX CREDIT ROUNDTABLE - QUESTIONS FOR SPOTLIGHT MEMBER

05/11/2017

In the next MASSIE Roundtable Spotlight Member. What do I do now?  Thank you, and R-E-L-A-X...

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video

Subject Matter Experts Overview

05/12/2017

Subject Matter Experts, or SMEs, are the MVPs of any R&D Tax Credit process. We want to provide ...

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blog

ALERT - IRS CONTROVERSY

05/18/2017

SMEs sworn under oath in examination interviews  SMEs need to be prepared.  We have re...

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video

The MASSIE Approach

05/18/2017

Innovation and invention is the key to a business' success. At MASSIE, we believe that being in...

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video

Completing The Four Part Test Required For R&D Activities

05/18/2017

Most companies have a number of different departments working simultaneously on product development....

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video

What Research counts toward R&D Tax Credits

05/18/2017

Three common questions that always get asked.   1). What is the R&D Tax Credit? &...

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pdf

ALERT - IRS CONTROVERSY

05/18/2017

...

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pdf

OVERVIEW OF REAL-TIME DATA COLLECTION

06/01/2017

...

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pdf

2017: 3rd Quarter R&D Tax Credit Roundtable Recap

07/27/2017

...

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blog

2017: 3rd Quarter R&D Tax Credit Roundtable Recap

09/11/2017

Click here to download: 2017Q3_RoundtableRecap727We were delighted to have such a great turno...

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pdf

NEW Large Business & International (LB&I) Safe Harbor

09/27/2017

...

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resource

New Large Business & International (LB&I) Safe Harbor

09/27/2017

New Large Business & International Safe Harbor.  (Click here to read MASSIE Alert...

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blog

New Large Business & International Safe Harbor

10/02/2017

New Large Business & International Safe Harbor.  (Click here to read MASSIE ...

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blog

2017: 4th Quarter R&D Tax Credit Roundtable Recap

12/06/2017

Click here to download: 2017Q4_RoundtableRecap1116We finished 2017 with a strong turnout at o...

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pdf

MASSIE Alert - September 2017

02/16/2018

New Large Business & International Safe Harbor.    "IRS admits determining the ...

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pdf

2017: 4th Quarter R&D Tax Credit Roundtable Recap

02/19/2018

...

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pdf

2018: 2nd Quarter R&D Tax Credit Roundtable Recap

08/10/2018

Click here to download: 2018-Q2RoundtableRecap81018The next R&D Tax Credit Roundtable...

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blog

2018: 2nd Quarter R&D Tax Credit Roundtable Recap

08/10/2018

  We were delighted to have such a great turnout at our recent roundtable.  Our speakers...

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pdf

2018: 3rd Quarter R&D Tax Credit Roundtable Recap

09/27/2018

Click the link to download: Q3 - 2018 Roundtable RecapThe next R&D Tax Credit Roundtable w...

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pdf

2018: 4th Quarter R&D Tax Credit Roundtable Recap

12/19/2018

Click the link to download: 2018-Q4 Roundtable Recap The next R&D Tax Credit Ro...

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blog

2018: 4th Quarter R&D Tax Credit Roundtable Recap

12/19/2018

  During this discussion, we focused on R&D Tax Credit Analytics: How to boost audit supp...

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resource

2019: 1ST QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

06/12/2019

  AGENDA:Introduction & Announcements - Jason Massie and Peter Green, MASSIE R&a...

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blog

2019: 1ST QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

06/12/2019

  AGENDA:Introduction & Announcements - Jason Massie and Peter Green, MASSIE R&a...

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pdf

MAR. 2020: MASSIE ALERT - Research credit Added to list of IRS campaigns

03/05/2020

...

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pdf

JAN. 2020: 1ST QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

03/19/2020

...

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pdf

Mar. 2020: COVID-19 R&D Tax Credit Roundtable Recap

04/09/2020

...

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pdf

TEI - Atlanta Chapter Roundtable White Paper

04/28/2020

...

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pdf

TEI BALTIMORE - WASHINGTON Roundtable White Paper

05/27/2020

...

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pdf

2020: Q2 - May Roundtable Recap White Paper

06/05/2020

...

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pdf

2020: Federal Tax Planning Roundtable Recap White Paper

06/30/2020

...

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pdf

AUG. 2020: 3RD QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

09/09/2020

...

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pdf

MASSIE R&D Tax Credit Staffing Services

09/16/2020

...

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video

The MASSIE Method

12/08/2020

The MASSIE Method is a more innovative approach to the R&D Tax Credit.  This approac...

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video

2020 MASSIE Christmas Thank You

12/10/2020

Wishing you a Happy Holiday and a joyful New Year. Best wishes from your friends at MASSIE R&D T...

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pdf

2020: 4th Quarter R&D Tax Credit Roundtable Recap

12/16/2020

...

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pdf

2021: 1st Quarter R&D Tax Credit Roundtable Recap

03/30/2021

...

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pdf

2021: 2ND QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

07/13/2021

...

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pdf

White Paper: Guide To Obtaining the ERC

08/10/2021

...

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pdf

2021: 3RD QUARTER R&D TAX CREDIT BEST PRACTICE WHITE PAPER

10/12/2021

Please click the link above to download your copy today!...

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pdf

2021: 4TH QUARTER R&D TAX CREDIT BEST PRACTICE WHITE PAPER

12/21/2021

Please download the white paper using the link above....

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video

2022 Happy New Year!

01/03/2022

MASSIE wishes you a Happy New Year! Click on the photo below to see our Happy New Year message ...

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video

R&D Tax Credit Best Practice Roundtable Promotion Video

01/24/2022

Sign up now for our next roundtable: Register now   ...

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pdf

Chief Counsel Memorandum (“CCM”) 20214101F: A New Landscape for Research Credit Refund Claims

01/27/2022

Chief Counsel Memorandum (“CCM”) 20214101F: A New Landscape for Research Credit Refund C...

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pdf

Quickfire R&D: Helpful tips to prepare for IRS audit

01/27/2022

Quickfire R&D: Helpful tips to prepare for IRS audit  Paige Riordon, MASSIE R&D Tax C...

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pdf

Texas Adopts Retroactive Amendments that Significantly Limit Research Credit Claims

01/27/2022

Texas Adopts Retroactive Amendments that Significantly Limit Research Credit Claims  Cate Ste...

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pdf

2022: 1ST QUARTER R&D TAX CREDIT BEST PRACTICE WHITE PAPER

03/15/2022

Register now for our Q2 Roundtable on June 22nd at 3 PM....

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blog

Process of Experimentation and Ship Builders

05/05/2022

Trinity Industries, Inc. v. United States[1]  Little Sandy Coal Company v. Commissioner of In...

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pdf

Tips From The Art of War to Help in Your Research Credit Battle

05/31/2022

Some may consider the IRS a nemesis, but your battle may be gathering the necessary data and documen...

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blog

FAQ of the Week – The IRS Wants to Interview My SMEs

07/18/2022

Q: I am in charge of the R&D tax credit at my company, and the IRS is examining our claim. ...

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pdf

Q2 R&D Best Practice Roundtable Whitepaper

07/26/2022

Please click on the PDF above to view the document....

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blog

FAQ OF THE WEEK: What documents should we be retaining to claim the R&D Credit?

08/01/2022

Q: What documents should we be retaining to claim the R&D Credit?  Brandon Kroll answers:...

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blog

FAQ of the Week: How do we leverage Microsoft Teams to streamline an R&D study?

08/15/2022

Q: How do we leverage Microsoft Teams to streamline an R&D study?  John Hoang’s ans...

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What Our Clients Are Saying

  • “Getting the R&D tax credits in the early stages of our small company’s growth has been a significant benefit in continuing the work.  No research, no competitive edge.  No money, no research. Thanks, MASSIE!”

    Frank KoperdaCEONextGen Technologies

  • “Before MASSIE we had a very cumbersome and expensive R&D tax credit process. Since MASSIE took over the project our credit has increased, the cost has decreased and the feedback we have received is that the SMEs enjoy the MASSIE interaction far better. I would highly recommend that you consider MASSIE for your R&D Tax Credit project.”

    Clayton Brant SharpVice President of TaxesARRIS International plc

  • “We had some very difficult issues to present to IRS agents as well as the IRS National Office.  MASSIE was able to present our position in a professional manner and, with terrific knowledge of the subject matter, was able to get us excellent results.”

    Rick WiseFormer Executive Director of TaxGaylord Entertainment

  • “MASSIE was able to come in, interview people in various departments, obtain the cost information, create the necessary documents and put together a presentation binder to support the deduction that was easy to follow and understand.  When we got audited I was able to just hand the documents over to the IRS with very little commentary.  The entire credit amount was accepted.”

    Robert HowrenDirector of TaxBlueLinx Corporation

  • “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 putting our people first worked great for our Georgia Retraining Tax Credit and 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.”

    Rick LynchCFOMailChimp

  • “I have found MASSIE to be very knowledgeable with regard to the credits and helpful in assisting us to maximize benefits.  This, of course, has been welcomed by our corporate staff.  However, the attribute that sets MASSIE apart is that they work exceptionally well with our operations personnel and minimize demand on their time in quantifying and appropriately supporting our credits.”

    Jon Dickinson, P.E.,Chief Financial OfficerGeosyntec Consultants