FI Nvest
Advisory firm that identifies, documents, and manages federal and state R&D tax credit claims. Core services include technical qualification of R&D activities, identification and quantification of qualified research expenses (QREs), preparation of contemporaneous audit-ready substantiation, accounting-method and tax-election advisory, amended-claim support, and state-credit application assistance. The firm also provides industry-specific R&D eligibility assessments (biotechnology, IT, aerospace, food, finance, insurance), process design to capture qualifying activities, legislative and policy monitoring for tax changes, and information-security compliance services. The organization operates with a global network (reported presence across 13 countries and 34 offices) and reports a multi-disciplinary staff of over 1,400 qualified professionals.
Industries
Nr. of Employees
Very Large (1000+)
FI Nvest
Santa Coloma De Cervello, Catalonia, Spain
Services
End-to-end management of federal and state R&D credit claims including project identification, QRE calculation, claim preparation, filing support, and amended-claim services.
Design and implement contemporaneous documentation practices, project narratives, time-tracking linkage, and preparation of substantiation packages for tax authorities.
Advisory on Section 174/174A expensing/amortization choices, Form 3115 procedures, reduced-credit elections, payroll-tax offset planning, and retroactive election processes.
Support preparing tentative applications, modeling proration/caps, and claiming finalized state credits with coordinated federal documentation.
Technical interviews, review of development artifacts, and preparation of project narratives that link experimentation and technical uncertainty to eligible R&D activities.
Ongoing monitoring of federal and state legislative and regulatory changes affecting R&D tax treatment and advisory on planning and compliance implications.
End-to-end management of federal and state R&D credit claims including project identification, QRE calculation, claim preparation, filing support, and amended-claim services.
Design and implement contemporaneous documentation practices, project narratives, time-tracking linkage, and preparation of substantiation packages for tax authorities.
Advisory on Section 174/174A expensing/amortization choices, Form 3115 procedures, reduced-credit elections, payroll-tax offset planning, and retroactive election processes.
Support preparing tentative applications, modeling proration/caps, and claiming finalized state credits with coordinated federal documentation.
Technical interviews, review of development artifacts, and preparation of project narratives that link experimentation and technical uncertainty to eligible R&D activities.
Ongoing monitoring of federal and state legislative and regulatory changes affecting R&D tax treatment and advisory on planning and compliance implications.
Expertise Areas
- R&D tax credit advisory and claim preparation
- Technical qualification and substantiation of R&D activities
- Accounting-method and tax-election advisory (Section 174/174A, Form 3115)
- Documentation strategy and audit readiness
Key Technologies
- Artificial intelligence / machine learning
- Data analytics
- Cloud computing
- Robotic process automation (RPA)
News & Updates
Describes a methodology combining strategic consulting with operational project management, global presence, and audit support for R&D tax-credit engagements.
Overview of R&D activities in IT, including AI, machine learning, big data, cloud, IoT and automation as areas that support innovation and may qualify for R&D tax incentives.
Explains Michigan’s updated R&D credit rules effective 2025, including rate structures, caps, refundability rules and university-collaboration bonuses.
Discusses aerospace R&D areas (advanced materials, propulsion, avionics, space systems) and examples of activities that can qualify for R&D credits.
Summarizes legislative changes to Texas R&D credit rules, including updated rates, alignment with federal definitions, and effective dates starting January 1, 2026.
Discusses the implications of proposed tax reform for R&D expense treatment, including suspension of amortization and provisions affecting Section 174.
Describes a methodology combining strategic consulting with operational project management, global presence, and audit support for R&D tax-credit engagements.
Overview of R&D activities in IT, including AI, machine learning, big data, cloud, IoT and automation as areas that support innovation and may qualify for R&D tax incentives.
Explains Michigan’s updated R&D credit rules effective 2025, including rate structures, caps, refundability rules and university-collaboration bonuses.
Discusses aerospace R&D areas (advanced materials, propulsion, avionics, space systems) and examples of activities that can qualify for R&D credits.
Summarizes legislative changes to Texas R&D credit rules, including updated rates, alignment with federal definitions, and effective dates starting January 1, 2026.
Discusses the implications of proposed tax reform for R&D expense treatment, including suspension of amortization and provisions affecting Section 174.