FOR CPA FIRMS

No 80-page report
nobody reads.

You don’t. Your client doesn’t. The IRS doesn’t.

CPA REVIEW FILE 01 / 12

Credit computation & supporting judgment

✓

We build your R&D study around the two
moments when the work actually matters.

BEFORE THE RETURN IS FILED

Your CPA Review File

Gives your tax team the calculations, judgments and supporting
analysis needed to understand the credit they’re reporting.

IF THE CREDIT IS EXAMINED

Your IDR Response File

Organizes the underlying schedules, evidence and source
documentation around what an examiner will actually request.

No filler. No black boxes. Just the work behind the credit.

Built for the files your team will use—and the questions they may have to answer.

SAMPLE STUDY

Preview the deliverables

CPA Review File: credit at a glance CPA Review File: judgment spotlight CPA Review File: visible exclusions
Pro Forma 6765 Pro Forma CA Form Supporting pro forma tax workpaper
IDR Summary and Index IDR Component Review IDR Response File business component evidence index
FULL SAMPLE STUDY

Want to see the rest?

Get the complete CPA Review File, Pro Forma Package, and IDR Response File.

FULL SAMPLE STUDY

Get the complete sample.

Enter your work email and we’ll take you directly to the full sample study.