Project Management tools plan, schedule resources, materials, and reports that
help you complete projects effectively and on-time.
• Tax Projects Group CPAs and former IRS agents have defined “step by step”
instructions that guide you through implementing the R&D tax credit study.
• Automatically generate fast, medium or slow Project Schedules.
• Customize the Project Plan to add, edit, or delete steps that need to be
adjusted for your organization and schedule.
• Assign Teams from your staff and CPA to be responsible for each step.
• Staff from any of your facilities can participate on-line, keeping everyone on
the same page at the same time.
• Reference materials are provided when you need them and include “how to”
guidance and best practices templates with samples that you can use.
• Project Status Reports shows progress in Gantt charts and other formats to
determine exactly how the project is progressing.
• Use Tax Projects Group CPAs and former IRS agents to provide on-site or
remote consulting to guide you through the implementation and any issues.

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