SJWest Consulting

Minneapolis | Pittsburgh

Services Offered

Tax Incentive Analysis and Calculation

Research Tax Credit


  • Many companies engage in activities that qualify for the Research Tax Credit without realizing this eligibility (Commonly Eligible Industries
  • SJWest Consulting was created to educate its clients and give them access to all tax benefits to which they are entitled
  • SJWest Consulting is committed to providing you with a high-quality, personalized, and comprehensive evaluation of your business activities to assess your eligibility for this tax credit and to deliver a financial benefit to your company that you can use to fuel company growth
  • This section of tax code was intentionally drafted with broad language to ensure that a variety of industries would be able to take advantage of this general business credit
  • The research tax credit is a unique credit within the Internal Revenue Code as it requires an activities-based analysis in addition to financial data analysis for credit computation
  • Companies often fall into one of two categories: (i) a company lacks a legal understanding of the elements of the Research Tax Credit or (ii) a company may understand the law but lacks the time to complete the proper analysis and compile the proper substantiating documentation

Audit Defense – Individuals, Corporate, CPA Support

  • SJWest Consulting is committed to providing you with a high-quality deliverable
    • All of our services include audit defense as a testament to this commitment
  • In addition to providing audit defense as an element of our tax incentive analysis and computational services, SJWest Consulting also provides audit defense as an independent service
    • SJWest Consulting provides Audit Defense services to individuals, corporations (and, by extension, pass-through shareholders), and to CPAs requiring audit support
  • With its extensive experience in audit defense before the IRS, SJWest Consulting will advise and guide you through all levels of administrative scrutiny so that you know what to expect, what your available options are, and can then make an educated decision about the next steps in the process
  • Whether your audit is being conducted by the IRS or your state taxing agency, SJWest Consulting is there to support you

Internal Revenue Service Audit Defense

  • Examination
    • SJWest Consulting will work with the IRS agent assigned to examine your issue(s) by responding to Information Document Requests (IDRs), meeting with the agent to explain our position and answer any outstanding questions, and utilizing all of the many available avenues to quickly, amicably, and favorably resolve the examination
  • Fast Track Mediation
    • Having represented a number of taxpayers through Fast Track Mediation Settlement with the IRS, SJWest Consulting will pursue this avenue of resolution when appropriate and potentially beneficial
  • Appeals
    • SJWest Consulting will not settle for an unfair offer of resolution at the Examination or Mediation levels, supporting you through the IRS Appeals process
    • SJWest Consulting will work with you to create a persuasive presentation and to thoroughly prepare you for the appeals conference
    • SJWest Consulting will be there to conduct the presentation, to field all legal questions, and to steer you through the process to reach the most favorable resolution possible

Department of Revenue Audit Defense

  • Examination
    • SJWest Consulting will work with the auditing agent assigned to examine your issue(s) by responding to written requests for information, meeting with the agent to explain our position and answer any outstanding questions, and utilizing all of the many available avenues to quickly, amicably, and favorably resolve the examination
  • Appeals
    • SJWest Consulting will not settle for an unfair offer of resolution at the Examination level and will support and represent you through the Appeals process
    • SJWest Consulting will work with you to create a persuasive presentation and to thoroughly prepare you for the appeals conference
    • SJWest Consulting will be there to conduct the presentation, to field all legal questions, and to steer you through the process to reach the most favorable resolution possible