The contract language that decides your R&D tax credit usually isn't in the proposal or the work order. It's in the master service agreement behind them.
David Wiener explains that the regulations count all agreements, including standard terms and conditions and the fine print on the back of a purchase order. If a master agreement nobody has opened since signing says every scrap of work product belongs to the client, the friendly language up front may not save the credit.
From The Tax Strategy Playbook.
Full episode: https://taxstrategyplaybook.com
No-cost analysis through CSSI: https://calendly.com/david-wiener/cs or 770-224-8504, option two
This is educational content, not tax advice for your situation. Talk to your tax professional.