Unlike a lot of R&D companies we believe in a hands-on approach and endeavour to work closely with our clients to ensure that each and every claim submitted is correct, maximised and low-risk.
Our Method
We will defend any claim made by ourselves for no extra cost as a part of our full enquiry service and, because we get to know our clients and their projects in detail, we are often able to deal with HMRC questions with no need for further time spent by our clients.
Our R&D tax credit claim process
Get to Know You Call
We begin with a short 30 minute call with the primary contact at the company to explain our process but more importantly to get to know you, your company and the kind of work you do – this sets the scene for the claim and allows us to be ready for the working meeting with you.
Working Meeting
We come to you! We will spend on average between 2-3 hours at your offices or on Teams discussing relevant projects with directors or project managers. This will be with a Assistant Tax Manager at Wilby Jones who understands your particular sector. We lead you with our questioning and take notes, letting you be the expert in your field whilst we lead the conversation based on current guidance and legislation. The notes we take in these meetings will form the basis of our report.
Transfer of Information
We send across a list of information we require, this will be things your company have already prepared and we never ask our clients to write anything new for us. This could be drawings, reports, financials or any other relevant information.
Creating and Submitting the Report
We take all the information from these steps and write the report on your behalf, this is then shared with relevant members of your team for final checks and a final sign off from the company is obtained, we can then submit through to HMRC or liaise with the company accountant.
After Care
We like to stay in contact with our clients through the year and can help them put in place systems to make the R&D process easier. We are on hand at any time to discuss projects or anything else!