If you’re looking for an innovative approach that makes the R&D Tax Credit process easier on everyone involved, MASSIE will handle everything from start to finish. We give you the peace of mind that your tax credits are being handled correctly, by industry experts.
Our approach at MASSIE is SME-centric, where we focus on the SME experience, and make it as easy as possible for them to provide the information needed to maximize your tax credit and facilitate any audit.
We understand every company is different. Different cultures, different preferred methods of communication, and different levels of interest and importance placed on the outcome of the credit. We introduce the credit and our process to key personnel where we need buy-in to ensure a smooth project. We establish the preferred method of communication at every level with minimal disruption.
Our research into the companies who most successfully claim tax credits with the least amount of effort has shown us that maximum SME involvement is key. We’ve learned SMEs typically don’t want to spend their valuable time in a conference room providing a big download of information from the past year, and then have a team of CPAs try to understand what they are saying and taking notes that may, or may not, tell the complete story.
SMEs like a simple method to capture the exact information needed in a concise manner that is explained clearly to them. They prefer to document their information on a regular basis throughout the year. This allows accurate reporting of activities and supporting documentation in real-time and in their own words. This creates better documentation, and ensures a rock-solid case under audit.
To gather the thousands of documents required to defend the audit, we utilize our documentation mapping process which allows the SME to easily identify documents that are relevant and gives us the ability to access them anytime in the future, whether the SME is involved or not.
Our tools for educating, training, and communicating with SMEs are the key. We use effective methods and technologies that make the interaction as user-friendly as possible. It starts with our vocabulary. Subject Matter Experts are not accountants – they are innovators. How we word our correspondence is different, and how we decide who sends an email for the best response is innovative. We produce customized videos to guide and walk SMEs through the process step-by-step. We offer web conferencing at their desk, online customized guidebooks, user-tested examples of the perfect write-ups, documentation mapping, motivational emails and incentives, plus the ability to do it all from their handheld device, if they prefer. We learn what works best for them and we make it a great experience.
We’ve found that making the process easier on everyone involved encourages greater participation, generates larger credits, and ensures smoother audits.
Our Final Report Navigator is an electronic audit-ready searchable website that is custom built for you. Not only do we gather more detailed and documented data, but we present it to you as a website. With the click of a button you can see any of your information in any format you would like. You can print documents or run your own scenarios, as you own the data.
Under audit, you don’t have to pay huge fees to a CPA firm to retrieve your documents. You can answer an IDR in minutes, not weeks. Of course, we work with all our clients under audit, but you have the ability to show the IRS everything in a way that is easier and more detailed than ever before.