Maximize Client Claim Value & Pass IRS Audits While We Run Your
QRE Payroll Reconciliation, Jira Task Audits & Form 6765 Studies
Stop burning high-margin partner hours pulling raw W-2 payroll ledgers from Gusto, sifting through thousands of engineering GitHub commits, matching contractor 1099s to the 65% statutory cap, and formatting Section 41 technical narratives. Sagedoer provides Managed R&D Tax Credit Virtual Assistants supervised by a dedicated Project Manager at $0 management fees.
Why R&D Tax Practices & Advisory Leads Partner With Us
Your expertise is required for interpreting IRC § 174 amortization schedules, conducting high-level technical qualification interviews, and defending clients in IRS exams—not re-entering W-2 Box 1 wages into spreadsheets or categorizing Jira epics.
QRE Wage, Contractor & Supply Reconciliations
Eliminate calculation errors. We extract and clean payroll reports (Gusto, ADP, Paychex), match W-2 Box 1 wages to qualified wage percentages, scrub Form 1099 contractor invoices applying the statutory 65% limitation, and identify cloud hosting supplies (AWS/GCP/Azure dev environments).
Jira, GitHub & Sprint Commit Substantiation
Corroborate research activities with objective contemporaneous evidence. Your VA extracts sprint velocity logs, commit histories, pull requests, and product architecture tickets from Jira, GitHub, or GitLab, mapping them directly to qualified engineering cohorts.
Technical Narrative Drafting & Four-Part Testing
Speed up project documentation. We format comprehensive technical project study binders, transcribing consultant intake calls, structuring project summaries against the IRS Four-Part Test (Permitted Purpose, Technological Nature, Uncertainty, Process of Experimentation), and compiling evidence exhibits.
Form 6765 Schedules & HMRC AIF Filings
Prepare flawless filings ready for CPA sign-off. We organize schedules for Form 6765 (Regular vs. Alternative Simplified Credit - ASC), calculate QSB payroll tax credit offsets against FICA (Form 8974), and format UK HMRC Additional Information Form (AIF) qualifying cost summaries.
Audit Defense Binders & Document Vaults
Protect against audit disallowances. We structure indexed, hyperlinked audit defense dossiers comprising Master Services Agreements (MSAs), Statements of Work (SOWs), patent filings, design specs, and timesheet records, ensuring complete legal defensibility in IDR responses.
Dedicated Project Manager ($0 Fee)
Zero consulting practice micromanagement. Your dedicated Sagedoer Project Manager oversees daily VA execution, conducts second-tier mathematical quality reviews on QRE models, and ensures turnaround SLAs are honored with zero additional charge.
Platforms, Payroll Suites & Dev Tools We Master
We integrate natively into your clients' payroll engines, accounting software, engineering ticket repos, and R&D tax automation platforms.
What Your R&D Tax Credit VA Executes Daily
We handle the grueling payroll data aggregation, ticket parsing, contractor contract audits, and study report formatting so you can close more claims and scale practice revenue.
QRE Payroll, Contractor & Supply Scrubbing
- W-2 Wage Consolidation: Exporting employee payroll reports from Gusto, ADP, or Paychex; isolating Box 1 taxable wages, and calculating wage QREs per qualified percentage.
- Subcontractor 1099 Audits: Reviewing general ledgers in QuickBooks/Xero to pull 1099 contractor payments, checking US vs. foreign location criteria, and applying statutory 65% caps.
- Cloud Server Cost Segregation: Analyzing AWS, Azure, and Google Cloud billing CSVs to separate non-qualifying production environments from direct testing and development instances.
- Supply Expense Identification: Itemizing non-depreciable raw materials and test prototype supplies consumed directly in the research process.
Technical Substantiation & Four-Part Testing
- Jira Sprint & Epic Data Mining: Exporting closed engineering tickets, filtering R&D keywords (architecture, algorithms, prototyping), and computing developer time allocations.
- GitHub/GitLab Commit Logging: Correlating developer code commits, branch histories, and PR merges with reported project timeframes for audit backing.
- Technical Narrative Drafting: Populating standardized study templates with project background, technical uncertainties, experimentation phases, and technical conclusions.
- Intake Interview Transcription: Processing Zoom/Teams call recordings with client CTOs and engineering leads into concise, bulleted four-part test qualification notes.
Form 6765, AIF & Audit Defense Dossiers
- Form 6765 Schedules & ASC Calcs: Building draft credit calculation models comparing the Regular Credit Method vs. Alternative Simplified Credit (ASC) Method.
- Payroll Tax Credit Packaging (Form 8974): Compiling QSB gross receipt qualification documentation ($5M gross receipts cap & <5 taxable years) for quarterly FICA offsets.
- HMRC Additional Information Form (AIF): Formatting qualifying expenditure data and project descriptions to comply with UK mandatory digital submission mandates.
- Audit Defense Binder Compilation: Assembling hyperlinked PDF workpapers incorporating contracts, timesheets, code samples, and expense backup ready for exam defense.
A Frictionless 4-Step Process
From onboarding your tax study methodology and client data to autonomous daily calculation execution with zero management overhead.
Submit Requirements
Share your practice scope (US Section 41, UK HMRC R&D), annual claim volume, software platform (Boast, Neo.tax, custom Excel), and current data backlog via Email, Form, or WhatsApp.
Finalise the Deal
Your dedicated Sagedoer Project Manager reviews your study templates, executes comprehensive confidentiality and taxpayer data security agreements, and sets up your onboarding SOPs.
Expert Execution
Delegate W-2 wage scraping, contractor contract audits, Jira commit mapping, and Form 6765 schedule collation. Your dedicated PM monitors formatting quality, accuracy, and turnaround speed.
Pay Only for Output
We track and bill exclusively for the VA's actual productive hours. Your dedicated Project Manager's daily supervision, quality reviews, and onboarding support are completely free.
Traditional Freelance Portals vs. Sagedoer
Why R&D tax credit advisors, CPA partners, and innovation relief consultancies choose our managed model over unvetted solo contractors.
| Feature | Traditional Freelance Portals | The Smart Choice: Sagedoer |
|---|---|---|
| Platform & Management Fees | Up to 40% hidden markups, job bidding fees, and monthly platform tiers | 0% Hidden Fees. Pay strictly for productive hours. |
| Daily Team Management | Tax consultants must personally train, supervise, and inspect solo contractors while running technical client interviews | Dedicated Project Manager acts as your single point of contact |
| R&D Tax & Statutory Literacy | Generic VAs unaware of Section 41, QRE criteria, 65% contractor rules, or the Four-Part Test | Internally vetted talent trained in R&D tax frameworks, QRE models, and substantiation logs |
| Hiring & Deployment Speed | Weeks lost screening resumes while tax filing deadlines (March 15 / April 15 / October 15) rapidly approach | Rapid deployment. Matched with an experienced VA in 24-48 hrs |
| Billing & Invoicing | Disjointed multi-contractor invoices with foreign exchange markups | Simple, centralized, transparent USD invoicing |
| Staff Turnover & Disruptions | Start over completely when a solo contractor vanishes right before an IRS IDR response deadline | Seamless internal bench backup coverage with zero consulting pause |
Simple, Predictable Hourly Pricing
No lock-in contracts or percentage success fee cuts. Dedicated Project Manager included at zero extra charge.
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
What R&D Tax Consultants & CPAs Say
Real experiences from boutique R&D tax practice owners, CPA partners, and innovation tax directors.
"We deliver over 45 Section 41 studies annually for B2B SaaS startups. Pulling W-2 Box 1 wages and matching Jira epics used to consume 25 hours per client. Our Sagedoer VA scrubs payroll data in Excel, tags commit logs, and formats technical study binders with zero errors."
"With mandatory UK HMRC Additional Information Form (AIF) submissions, administrative hours doubled overnight. Our VA parses qualifying employee time, formats project uncertainty descriptions, and populates the portal ready for my final review."
"The dedicated Project Manager is phenomenal. When an enterprise manufacturing client was selected for an IRS IDR exam on Form 6765, our PM coordinated our contractor contracts, MSA files, and time tracking exhibits in 48 hours. The claim was sustained 100%."
"Hiring a full-time in-house tax analyst in Boston costs $75,000+ plus payroll taxes. At $6/hour for full-time support, Sagedoer handles our QRE wage reconciliations, Boast.ai data connections, and Form 8974 payroll tax packages effortlessly."
"We deliver over 45 Section 41 studies annually for B2B SaaS startups. Pulling W-2 Box 1 wages and matching Jira epics used to consume 25 hours per client. Our Sagedoer VA scrubs payroll data in Excel, tags commit logs, and formats technical study binders with zero errors."
"With mandatory UK HMRC Additional Information Form (AIF) submissions, administrative hours doubled overnight. Our VA parses qualifying employee time, formats project uncertainty descriptions, and populates the portal ready for my final review."
Questions R&D Tax Credit Consultants Ask
Direct, realistic answers addressing Section 41 criteria, QRE data cleaning, confidentiality, and IRS audit defense support.
Deploy Your R&D Tax Credit VA in 24-48 Hours
Submit your practice requirements below or connect directly to review your upcoming tax study deadlines, payroll reconciliations, and technical narrative backlogs.