Green Summit

Accounting & Advisory Firms · Solutions

Research & development studies

Explain the technical work behind the innovation, one project at a time.

An R&D study documents what your client actually did and what it cost, one project at a time. Green Summit brings project-specific technical interviews and cost support to your firm's evaluation of qualifying research activity, organizing the study around project activities, technical uncertainty, experimentation and the records behind each cost. Your firm keeps the client relationship, and final filing decisions and tax returns remain with the authorized advisors.

What we offer accounting & advisory firms

  • R&D Tax-Credit Studies

    Your client's technical staff know what they tried and why it was hard; the credit depends on putting that on paper with the costs attached. We interview the technical staff, organize the study around project activities, technical uncertainty and experimentation, and tie each qualifying activity to the cost records your team will evaluate.

How we work with your team

  • Choose the arrangement.

    Collaborative delivery with your client, or behind-the-scenes technical support under your firm's direction. Either way, we settle who communicates, what we deliver and how reviews work before the first interview.

  • Keep the study project-specific.

    Our engineers conduct the technical interviews and organize the evidence one project at a time, so no client hears a number the facts cannot support.

  • Leave the return with your advisors.

    We deliver the technical explanation and cost support and stay available for examination questions; final filing decisions and tax returns remain with the authorized advisors.

Why Green Summit

Most tax incentive studies are written by accountants. Ours are written by engineers and reviewed by CPAs. Green Summit, founded in 2014, combines a licensed engineering firm with in-house tax professionals as a consulting partner delivering end-to-end compliance solutions in specialty tax credits and incentives, and every study is built to be audit-ready from day one: engineered substantiation, not estimates.

Let's talk about the research your clients are already doing.

Tell us the client's industry, the kind of technical work involved and how you would like the relationship to work.

Also for accounting & advisory firms

Or call 321-273-2200 · inquiry@greensummit.com

Please do not include tax returns, household income records, payroll or other sensitive documents in this initial inquiry.