Tip #40 – Evaluate your provider
Evaluate your R&D credit provider, they may not be the expert you expect them to be.
Tip #32 – Simplify your request
Simplify your request to improve response time.
Tip #23 – Start with the documents
Start your R&D credit analysis by reviewing your documents since they contain most of the information you will need.
Tip #22 – Read every page
Read the full document before you either discard it as not useful or include it in an R&D credit report as useful.
Tip #21 – Don’t follow SALY, she’s no leader!
Don’t follow SALY, she’ll lead you down a path of bad habits and missed opportunity.
Tip #17 – Ask SMEs to validate
Ask SMEs to validate information rather than create information. This simplifies the task, improves attitudes, and results in higher credits.