Senior Director, R&D
Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services overseeing general operations, quality, and tax controversy services. She has over 20 years of R&D Tax Credit experience working across a variety of industries with clients from start-ups to Fortune 500 companies. Prior to joining Source Advisors Tax, Rachel held a Managing Director role at a boutique R&D tax credit firm for 10 years. She has extensive experience with exam advocacy and appeals representation. Rachel graduated from the University of Oklahoma with a BBA in Accounting and a minor in Management Info Systems. Rachel is a CPA.
Although claiming this credit can offer considerable benefits for companies engaged in R&D efforts, the process can be challenging.
The ASC method offers a simple alternative, particularly for companies with a limited R&D history. Is it the right method for you?
Are you making the most of your R&D tax credit claim? Here are four common mistakes that businesses often make when it comes to claiming their R&D tax credits.