OUR SOLUTION: THE MASSIE METHOD

At its very core, instead of having CPA's interpret what the SMEs are doing once a year, we provide training and reporting tools, and encourage SMEs to document their work regularly with easy-to-use, innovative technology. This encourages greater participation, leading to larger credits and smoother audits with more supporting documentation.

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WHY BUSINESSES ARE CHOOSING MASSIE

  • Tax Credits Done Right

    After 20 years of R&D Tax Credit experience as MASSIE Law Firm, P.C. and MASSIE R&D Tax Credits, LLC, we know the tax code, regulations, and case law inside and out.

    Our electronic, searchable, audit-ready final report facilitates any audit. You will be able to respond to the IRS quickly and comprehensively with minimal effort from your tax department, which saves you time and money, and ensures smoother audits.
  • Less Time

    Our process has been shaped by years of experience with companies of all sizes. We realize your employees are busy developing revolutionary advancements and have minimal time for tax credit projects. Our goal is to minimize interruptions, while maximizing data gathering. 

    We know which departmental specialties house the data pertinent to determining your tax credit. We know the right questions to ask and the right areas to pursue. We learn and work within your processes, your systems, and your culture.

    Our approach is catered specifically to our clients’ needs, and we will customize our process to meet your individual situation.
  • More Money

    Our MASSIE Method makes the process easier on everyone involved. We encourage greater SME participation which results in better documentation on more projects, and, ultimately, larger credits.

    Our job is to uncover all R&D-qualified programs and expenses. This includes:

    • Performing calculations in a variety of methods and choosing the one that yields the best results

    • Analyzing and preparing all applicable state-level tax credits, alongside the federal credit

    We dig deep into your company’s R&D activities and go beyond the biggest and most obvious projects. We do the research before meeting with you to uncover more pockets of R&D-qualified activities and expenses.

  • Tax Credits Done Right

    After 20 years of R&D Tax Credit experience as MASSIE Law Firm, P.C. and MASSIE R&D Tax Credits, LLC, we know the tax code, regulations, and case law inside and out.

    Our electronic, searchable, audit-ready final report facilitates any audit. You will be able to respond to the IRS quickly and comprehensively with minimal effort from your tax department, which saves you time and money, and ensures smoother audits.
  • Less Time

    Our process has been shaped by years of experience with companies of all sizes. We realize your employees are busy developing revolutionary advancements and have minimal time for tax credit projects. Our goal is to minimize interruptions, while maximizing data gathering. 

    We know which departmental specialties house the data pertinent to determining your tax credit. We know the right questions to ask and the right areas to pursue. We learn and work within your processes, your systems, and your culture.

    Our approach is catered specifically to our clients’ needs, and we will customize our process to meet your individual situation.
  • More Money

    Our MASSIE Method makes the process easier on everyone involved. We encourage greater SME participation which results in better documentation on more projects, and, ultimately, larger credits.

    Our job is to uncover all R&D-qualified programs and expenses. This includes:

    • Performing calculations in a variety of methods and choosing the one that yields the best results

    • Analyzing and preparing all applicable state-level tax credits, alongside the federal credit

    We dig deep into your company’s R&D activities and go beyond the biggest and most obvious projects. We do the research before meeting with you to uncover more pockets of R&D-qualified activities and expenses.

HOW THE MASSIE METHOD WORKS

  • SITUATION ANALYSIS AND ASSESSMENT

    • We take time upfront to thoroughly understand your business and your culture, and we work to determine how to communicate most effectively with your teams.
    • We study your company processes and the type of work your company does, and we review the products and services you have launched.
    • We interview key personnel for details about your products and services. We determine which SMEs have information pertinent to the study and decide the best method to communicate with them. We then create  the most efficient and convenient way for them to submit their departmental documentation.
    • We understand that one size doesn't fit all. Customization and flexibility are key attributes to our innovative philosophy.
    • After gathering key information, we perform a snapshot analysis of what your R&D tax credits currently look like.
    • We advise you of the potential tax credits available and walk you through our process to determine the best strategy for your company.
    • We perform user-testing to ensure we get the most accurate answers and documentation from your SMEs.
    • This phase results in a customized plan of action designed to work with minimum interruption to your SMEs' schedule, and with the least amount of involvement from your tax department.
  • SME TRAINING AND DATA COLLECTION

    Based on our customized plan of action, we meet with designated SMEs and introduce them to a variety of communication tools and reporting options: flexible meetings, video conferencing, mobile-enabled data collection, step-by-step guides, and instructional video clips.

    • We provide tailored training and support to your SMEs, so they understand the most efficient and effective way to communicate the data your tax department needs with minimal interruption. This can include videos, guidebooks, video conferencing, SME FAQs, secure email etiquette, and incentives.
    • We work with your SMEs’ schedule to be less disruptive and to allow time for peer review and user testing of sample questions.
    • With our user-friendly reporting tools, your SMEs record their activities on a regular basis, with greater detail, and in their own words. They can note if they have supporting documentation that can be referenced at audit, where that data is stored, and where their time is being spent. After they submit their information, our expert team members will review and ask necessary follow-up questions.
    • The improved, more efficient participation from your SMEs greatly reduces the time commitment from your tax department.
    • Our process is completely transparent and gives your tax department more insight and visibility into the progress of your tax credit project.
    Regular SME activity updates and a process that is easier on everyone involved encourages greater participation, which leads to more accurate tax estimates, larger credits, and smoother audits.
  • COMPREHENSIVE FINAL REPORT

    • We review all gathered documentation to ensure it reflects an accurate picture of all your projects.
    • Accurate documentation, directly from your SMEs, from more business components, ensures we have everything we need to file your tax credit.
    • All gathered support documentation is presented in an electronic, searchable, audit-ready final report. This allows you to address IRS inquiries quickly and comprehensively, thus making audits easier, less expensive, and less time consuming for everyone involved.
    We start with the end in mind - easily accessible and accurate documentation that results in larger tax credits and stress-free audits.

The R&D
Tax Credit
Roundtable

Wednesday, June 20th @ 3:00pm EST

What Our Clients Are Saying

  • “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
  • “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
  • “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
  • “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
  • “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
  • “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