Our Process

America's Edge uses an effective five-phase process on all engagements:

PHASE 1: INITIAL MEETING – NO CHARGE

Our process begins with a meeting between the professionals of America's Edge and the management team of the Company. At this time, an overview of the Credit and its parameters are presented. After this meeting, America's Edge tours the Company’s facilities to gain an understanding of the Company’s overall business process. This enables America's Edge to identify important areas of opportunity as they relate to the Research and Experimentation Credit. Also at this time, we determine if it makes sense to proceed with the calculation.

PHASE 2: ESTIMATE OF CREDIT – NO CHARGE

After discussing the guidelines of the Credit with the management of the Company, America's Edge estimates the potential qualifying research and experimental expenses for each period that credits are available. Using this information, an estimate of the potential tax savings and future benefits of conducting the Research and Experimentation Study is determined.

PHASE 3: EMPLOYEE INTERVIEW PROCESS

After identifying the general areas of activities eligible for the credit, interviews are conducted with those employees that play a role in the research and experimentation activities. These individuals are excellent sources of detail regarding the research activities of the Company. These interviews focus on the uncertainties, challenges, improvements and developments of the eligible products and processes. The levels of involvement of key employees in research and experimentation are also determined during the course of these interviews.

PHASE 4: DELIVERY OF THE STUDY

Based on the results of the interviews and various meetings with management, America's Edge documents the findings in a detailed report. This report contains descriptions of the new or improved products and processes of the Company, as well as a detailed calculation of the Credit for the entire period covered by the Study. This study serves as a basis for your tax credit.

PHASE 5: PLANNING FOR THE FUTURE

After delivery of the Study and filing the appropriate tax forms, America's Edge’s goal is to assist you in claiming future research credits. This step in the process often includes discussing the required documentation, capturing the time applicable to research and experimentation, and recording information with respect to testing and functionality.

For more details, call 866.961.EDGE(3343).