Case Study: Mercury Financial

Saved Weeks of Engineering+Accounting Time

• Eng Reviewed R&D in <1 hr each. No meetings, no calls required
• “I can’t imagine doing the R&D tax credit manually”

“More accurate, higher quality” Study vs Top 10 CPA Firm

• Rigorous Narratives for all 50 projects
• R&D Credit done in <1 month total

Confidently Claimed Larger Credit 

• Increased R&D Credit YoY
• “The final study was over 500 pages. That’s a lot of support. That’s a lot of backup. And I think that’s exactly what you need for the IRS”

Smooth Financial Audit 

• Auditors loved the ticket-driven method + granularity 
• “Low burden…went smoothly because we had the backup”