What We Do

R&D Tax Credit Services

Intrepid Advisors specializes in assisting our clients with the federal R&D tax credit and the innovation tax credit initiatives offered by many states. Our mission is to help our clients attain maximal R&D tax credit benefits while providing substantive supporting documentation for a reasonable fee. We also provide no-cost assessments to establish whether or not our client’s research and development efforts meet the qualifying research activities criteria.


At Intrepid Advisors we…


  • Identify all the relevant R&D activities while working closely with our clients.
  • Prepare detailed technical project reports to substantiate our client’s R&D activities.
  • Identify all qualifying R&D expenses attributable to our client’s development efforts.
  • Prepare calculations of the federal and state tax credits.
  • Deliver a finalized R&D Tax Credit Study report containing the technical project reports, tax credit calculations, and other pertinent information.
  • Provide education to our clients regarding the R&D tax credit regulations and requirements.
  • Keep our clients up-to-date on changes to the IRS and state regulations, as well as case law decisions affecting the R&D tax credit regulations.
  • Provide audit support in the event our client’s R&D tax credits are examined by the IRS or state tax authorities.
Why Intrepid Advisors?
  • Our team is comprised of highly-educated and knowledgeable engineers and accountants with broad industrial experience.
  • Our time-proven methodology has been shown to deliver maximum benefit to our clients while minimizing disruption of our client’s day-to-day business operations.
  • Our “fixed fee” rates are very competitive and NOT based on a percentage of our client’s R&D tax credits.

Learn how we differ from other R&D Tax Credit practitioners