R&D Tax Credit Documentation

Technical Documentation & Qualification Support for IRC §41 and §174

We provide the technical substantiation and engineering documentation that CPAs and tax advisors need to support R&D; tax credit claims. Our focus is on creating audit-ready technical narratives and compliance documentation—not tax preparation or attestation.

Our R&D Tax Credit Substantiation Services:

  • Structured interviews with engineering and R&D teams
  • Detailed project documentation and technical narratives
  • Nexus establishment between activities and §41 requirements
  • Qualification analysis and technical writeups
  • Research expense identification and categorization
  • Technical activity mapping to cost centers
  • Comprehensive documentation for §174 compliance
  • Evidence collection and organization
  • Complete documentation packages for IRS examination
  • Technical evidence mapping and organization
  • Supporting materials compilation
  • Documentation gap analysis and remediation
  • Custom templates for ongoing R&D documentation
  • Project management workflow integration
  • AI-assisted documentation frameworks
  • Sustainable compliance processes
  • Technical substantiation best practices
  • Documentation requirements and standards
  • Internal team enablement workshops
  • CPA collaboration playbooks

How It Works:

1. DISCOVER

Initial Assessment of your R&D activities, documentation gaps, and technical substantiation needs.

2. INTERVIEW

Structured technical interviews with project leads and engineering teams to capture qualified activities.

3. DRAFT & MAP

Creation of technical narratives with comprehensive evidence mapping to support tax positions.

4. CPA HANDOFF

Delivery of complete substantiation package to your tax advisor for final credit calculation and filing.

Industries We Serve:

Aerospace

Advanced Manufacturing

Energy

Software /
Fintech

Defense Contracting

Key Differentiator:

We are not CPAs or tax preparers—we provide technical and engineering documentation support only. We work alongside your tax advisor to ensure your R&D; activities are properly substantiated from a technical perspective.

How can Tailwind propel your business forward?

Reach out today to start the conversation.

Contact Us