For Businesses

Turn a year of captured R&D
into a filed credit.

We convert the year’s technical and financial information into a structured qualification analysis, credit calculation, and supporting documentation package.

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Why It Matters

The annual study should be the last step, not the first look.

When the year’s work is already captured, the annual analysis is faster, cleaner, and better documented. When it is not, it becomes a reconstruction under deadline, which is where credits shrink and documentation weakens.

Novaric performs the analysis as the natural conclusion of the year-round process, or as a standalone study for your open years if you are starting fresh.

What’s Included

Comprehensive, and done properly.

Qualification

  • Section 41 and four-part-test analysis
  • Business-component analysis
  • Technical interviews
  • Employee qualification

Calculation

  • Wage, supply, and contract-research qualification
  • QRE calculation
  • ASC and regular method
  • Federal and applicable state credit

Documentation

  • Form 6765 support
  • Section G preparation where applicable
  • Financial workpapers
  • Tax-preparer package and coordination
Deliverable: Annual R&D Tax Credit Analysis & Workpaper Package.

Costs tracked during the year are potential R&D expenses, not Qualified Research Expenses, until qualification is completed in the annual R&D analysis based on the taxpayer’s facts and applicable requirements. Novaric does not guarantee eligibility, credit amounts, or any IRS outcome.

The Payoff

A study your CPA can file from, and defend.

You receive an organized package, calculations, QRE schedules, and business-component detail that reduces the reconstruction your tax team would otherwise face at filing.

Let’s see if this fits.

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