Be Proactive. Stay Compliant. Drive Impact.
Engineering innovation is only part of the equation—your documentation determines whether you capture the tax savings you’ve earned. Our R&D Documentation Checklist is built to help engineering firms prepare impactful, audit-ready studies without slowing down design or development.
What's Inside the Checklist?
🔍 Process and Project Documentation Requirements
Know exactly what the IRS and state auditors expect to see—broken down simply.
🕒 Time Tracking Best Practices: Project-Phase-Employee-Activity-Hours Nexus
Confirm your hours are linked and aligned with each phase, activity, and the four-part test.
📁 Contract Research Contract Terms & Qualification
Learn how to ensure your fixed base methodology won’t break under scrutiny.
💡 Presentation Tips
Can your documents stand against an IRS audit?
Who is this for?
-
Business Owners, CFOs and VPs of Finance at innovative engineering companies.
-
Anyone preparing or reviewing R&D tax credit documentation
Download the Checklist
Acena Consulting’s team of R&D tax experts can help your business optimize R&D tax credit opportunities. Contact us today for an initial consultation with one of our on-site tax specialists.
