The R&D Tax Credit Best Practice Roundtable: February 18, 2026 at 12 PM ET.Learn More

MASSIE Services

Co-Sourcing

We share the work.

Overview

Many companies want to keep control of their R&D tax credit process. However, doing so often increases workload and complexity.

That is where MASSIE comes in.

Our co-sourcing model allows your team to stay involved while we handle the most time-consuming and technical parts of the process.

What Co-Sourcing Means at MASSIE

Co-sourcing is a true partnership. You keep ownership of key decisions. At the same time, MASSIE manages the heavy lifting.

This approach gives your team flexibility without sacrificing quality or consistency.

A True Partnership

Co-sourcing with MASSIE means your team stays in control of areas like accounting data requests and staff coordination. Meanwhile, we manage the complex work behind the scenes.

Where Your Team Leads

  • Accounting data requests

  • Internal coordination and introductions

  • Oversight of project direction

Where MASSIE Steps In

  • Managing large volumes of project data

  • Reviewing information for completeness and clarity

  • Identifying gaps and follow-up needs

  • Preparing structured project write-ups

As a result, your team stays informed without being overwhelmed.

Support for Complex Credit Calculations

Some R&D tax credit projects require extra care. This often happens after acquisitions or organizational changes.

MASSIE supports complex calculations that may affect base period data. We also help simplify information requests so SMEs can participate more easily.

Because of that, your data stays consistent and usable.

Tools That Reduce Internal Burden

We use practical tools and technology to support data collection. These tools reduce back-and-forth and limit disruption to your tax department.

The process stays organized, transparent, and manageable.

Flexible Support, When You Need It

At MASSIE, co-sourcing is not all or nothing.

You choose how much support you want. We step in where it matters most. As your needs change, our role can adjust.

This flexibility helps teams stay in control while reducing strain.

Experienced Guidance You Can Rely On

Our team brings proven processes and industry experience to every engagement.

We focus on clarity, consistency, and collaboration. As a result, your R&D tax credit process becomes easier to manage year over year.

“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."

Yana Brez
Sr. Manager Tax
Rehrig Pacific Company
2020 - 2025
Repeat Honoree
Financial Times
America's Fastest Growing Companies
2019 - 2025
Repeat Honoree
Inc. 5000
America's Fastest Growing Private Companies
2022 - Present
National Sponsor
TEI
Tax Executives Institute

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