How To Take Full Advantage Of All The Latest R&D Tax Credit Incentives.

HELPMILL ADVISORS

In December, 2001, new tax regulations were enacted that make it easier for small to midsize
companies to benefit from R&D (wage-based) Tax Credits.

The goals of the changes were to help keep innovation and creativity in the U.S. and encourage economic growth. What this means to your business is:
• “Documentation and Discovery” requirements were relaxed.
• Your small to mid-size business may now receive cash back and/or tax credit
benefits for conducting technical activities and meeting these new R&D tax
regulation requirements.
Helpmill experts can work with your management team to help determine if your
company is in a position to benefit from these new R&D tax regulations.

OVERLOOKED R&D TAX BENEFITS CAN BE SUBSTANTIAL
An R&D Tax Credit Study initiated by Blue Coast professionals could provide your
company with substantial tax benefits that include:
• Significant credits/cash back from previous 3 open years.
• A dollar-for-dollar reduction on your current year’s taxable liability.
• The opportunity to carry un-utilized credits back 1 year & then carry them forward
up to 20 years.
• Additional tax savings in the future.
• An increase your company’s assets and value.

HELPMILL’S R&D TAX CREDIT STUDY IS A TEAM EFFORT
Typically, whenever an R&D Tax Credit Study is conducted by Blue Coast, it involves a
team of professionals that includes:
• IP Attorneys & Tax Attorneys
• Audit Experts
• Engineers & Scientists (from various disciplines)
• Your Own Company’s CPA(s)/Trusted Financial Advisors(s)

Then, Helpmill’s legal and technical partner team members work together with your
company’s financial advisors every step of the way to efficiently:
• Document All Qualified Projects & Activities
• Conduct Technical Interviews
• Collect Financial & Technical Data
• Perform R&D Allocation Interviews & Document Qualified Expenditures
• Research Relevant Case Law, technical briefings, private letter rulings, etc.
• Interpret Tax Code & Regulations
• Calculate Tax Credits At Both Federal & State Levels
• If Necessary, Complete Audit Defense & Refund Provisions Are Provided

AT HELPMILL, WE PUT IT ALL IN WRITING
The R&D Tax Credit Study that you receive from Helpmill will provide your company
with a comprehensive document that encompasses all of the arguments, documentation,
qualifications and quantifications required to thoroughly support every aspect of your
R&D Tax Credit claims, including the why, when, where and, of course, the how much.