We believe in American innovation and that every Tech Consultant should be offering R&D Tax Credits as well as maintaining compliance with Section 174. SHAIN AI R&D Agents are a pre-trained virtual R&D Workforce designed to create R&D Studies.

Combined with our white glove consulting service, SHAIN’s AI Agents enable Tech Consultants boost their advisory services without building expensive teams. Tech Consultants can gain recurring revenue and provide a strategic edge in client retention and satisfaction for developing or improving products or processes.

SHAIN’S LIVE AUTOMATIONS500+

500+

Time SavingsUp to 90%

Up to 90%

R&D TAX CREDITS RAISED$100 M+

$100 M+

SECTION 174 COMPLIANCE

Section 174 capitalization requires businesses to amortize research and experimental (R&E) expenses over 5 years for domestic activities and 15 years for foreign activities. This change, introduced by the Tax Cuts and Jobs Act, eliminates the ability to deduct R&E costs fully in the year incurred, spreading deductions over an extended period.

Applicable to all sectors, the new rule can significantly impact cash flow for companies which can face increased short-term taxable income. R&D Tax Credits can offset the impact of Section 174 and SHAIN Agents provide a combined service for R&D Tax Credits and Section174 Compliance.

TESTIMONIALS

OUR PARTNERS

Some of our dearest clients.

TECH CONSULTANT PARTNERSHIPS

SHAIN’s AI Agents offer Tech Consultants a valuable automated way to boost services, enhance advisory services, and helping clients increase their cash flow.

Easy referral fees offer Tech Consultants a simple partnership program that minimizes time involvement while gaining continuous referral revenue income.

MEET OUR AI R&D TEAM

SHAIN - 1

SHAIN - 1

R&D Study Coordinator

R&D Study Coordinator

AI for the preparation of comprehensive R&D Tax Credit studies, specializing in compiling and organizing project summaries, qualified research activities (QRAs), qualified research expenses (QREs), and technical reports into examination ready format.

• R&D Tax Credit methods of computation and calculation.
• Streamline the documentation process for maximum claim accuracy and efficiency.
• Ability to manage high-volume workloads
• Preparation of R&D Study documents ready for human manager review.

SHAIN - 2

SHAIN - 2

R&D Technical Interviewer

R&D Technical Interviewer

AI Trained for conducting technical interviews with R&D personnel to assess and document R&D activities for tax credit claims. Adept at analyzing projects against eligibility criteria and producing clear, concise technical documentation.

• Drafting Technical Reports based on QRAs for R&D tax claims.
• Applying the 4-Part Test to identify qualifying activities.
• Documenting employee roles and activities for compliance.
• Proficient in translating technical concepts into audit-ready reports.
• Preparation of Technical drafts ready for human manager review.

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SHAIN - 3

Time Survey Agent

Time Survey Agent

AI Management and tracking of R&D employee personnel including time surveys to accurately capture R&D personnel tasks and hours spent on qualifying activities. Focused on ensuring precise documentation and compliance for R&D tax credit claims.

• Tracking employee activities and time allocation for R&D studies.
• Identifying and categorizing R&D and non-R&D work hours.
• Management time capture of Qualified Research Activities.
• Producing detailed, audit-ready time survey documentation.
• Preparation of Time Survey documents ready for human manager review.

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SHAIN - 4

Qualified Expense Associate

Qualified Expense Associate

AI for Identification, analysis and calculation of qualified research expenses for tax credit claims. Proficient in segregating eligible and non-eligible costs to ensure compliance and maximize credits.

• Calculating R&D personnel, contractor, and material expenses.
• Cost segregation and allocation of non-eligible R&D expenses.
• Compiling expense reports for audit-ready documentation.
• Collaborating with technical teams to ensure accurate cost tracking.
• Preparation of expense documents ready for human manager review.

SHAIN - 5

SHAIN - 5

CPA Forms Associate

CPA Forms Associate

AI for capturing data and completing and populating IRS forms (F6765 and F8975) for R&D tax credit claims. Skilled in ensuring data accuracy and compliance with guidance and instructions.

• Data entry and form completion for F6765 and F8975.
• Capturing Data for form field population
• Knowledgeable in interpreting and following IRS instructions for box completion.
• Preparation of form documentation for human CPA and Accountants approval.

SHAIN - 1
SHAIN - 1
R&D Study Coordinator
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SHAIN - 2
R&D Technical Interviewer
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SHAIN - 3
Time Survey Agent
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SHAIN - 4
Qualified Expense Associate
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SHAIN - 5
CPA Forms Associate
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STEP 1:

CLIENT EXPERT CONSULTATION

Partnering with SHAIN ensures a seamless Section 174 Compliance and R&D tax credit process. Our AI-driven approach delivers a complimentary PRE–R&D STUDY for clients, verifying eligibility through a comprehensive 4-Part Test assessment.

Our white-glove client consultation transforms complex requirements into actionable plans, ensuring maximized R&D Tax Credit opportunities with minimal time involvement.

STEP 2:

WE CUSTOMIZE OUR AI AGENTS

Let SHAIN’s AI agents handle the heavy lifting for R&D tax credits. From conducting technical interviews to time surveys, we streamline the process while tracking eligible work seamlessly.

Supported by expert human consultants, SHAIN integrates with project management systems ensuring accuracy and efficiency every step of the way.

STEP 3:

WE PRODUCE R&D STUDIES

Partner with SHAIN to deliver comprehensive R&D studies for your clients. Our AI-driven solutions identify Qualified Research Activities (QRA) and calculate Qualified Research Expenditures (QRE).

Engage with SHAIN to simplify support document compliance and maximize tax credit benefits. Our AI Agents and consultant support streamline the entire process.

STEP 4:

STREAMLINED TAX DOCUMENT DELIVERY

SHAIN delivers all tax return and support documents, including the F6765 for claiming the R&D tax credit, and F8975 for claiming payroll credits ideal for Start Ups.

SHAIN includes a pre-analysis of 280C and Section 174, enabling CPAs to make final client advisory decisions. Our AI-driven process is supported by expert R&D consultants.

STEP 5:

AI AGENTS SUPPORTED BY R&D CONSULTANTS

With decades of experience claiming Research & Development Tax Credits, our White Glove Consultants support our AI Agents, we have clients covered and ensure that no claimable activity is missed and that all support documents are in order.

From manufacturing to software development, our AI Agents and dedicated consultants understand new product development and process enhancement in all major sectors. We know companies are busy. Our AI Agents provide a non-intrusive approach, understand sector processes and reduce time loads and increase compliance.

STEP 6:

INCREASE COMPLIANCE & AUDIT SUPPORT

Ensure increased compliance by partnering with SHAIN. SHAIN produces time surveys, technical descriptions, and adheres to the latest F6765 requirements.

SHAIN’s AI Agents, backed by expert consultants, provides robust audit support, ensuring confidence in every R&D tax credit claim.

STEP 7:

GAIN RECURRING REVENUE & REPEAT EVERY YEAR

Tech Consultants can expand their advisory services effortlessly with SHAIN. Our streamlined R&D tax credit solutions require minimal time involvement, allowing for focus on other priorities while increasing advisory services.

With SHAIN, Tech Consultants can help clients claim R&D credits every year, creating a dependable stream of recurring revenue and strengthening long-term client relationships.

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