Considered, careful claims. Not a risky guess. Because progress deserves support, but never at the cost of careless advice.
Annual R&D claim support, built on evidence and judgement.
R&D tax relief can be valuable, but it needs to be approached carefully. A strong claim is not just about identifying costs. It needs to explain what technical uncertainty existed, what work was done to resolve it, why the project was difficult and how the claim is supported by the facts.
Optimyze supports R&D tax claims as an annual service, usually connected to the company's Corporation Tax process.
"A claim needs to tell the technical story clearly - the uncertainty, the barrier, the work done."
How We Support Your Annual R&D Claim
Eligibility Review
We start by understanding the work carried out during the year and whether it may meet the conditions for an R&D tax claim. This includes looking beyond what was built and asking what had to be figured out along the way.
Benefit: you get a clearer view of whether there is a genuine claim before time is spent preparing one.
"We look beyond what was built and ask what had to be figured out along the way."
Done Right
Activity & Cost Review
Qualifying Activity and Cost Review
We review the activities, people, time, costs and evidence connected to the claim. The aim is to make sure the claim is coherent, supportable and aligned with the right R&D regime where relevant.
Benefit: the numbers behind the claim are treated with care, not assumption.
Technical Narrative Support
A good R&D claim needs to tell the technical story clearly.
We help shape the narrative so it explains the uncertainty, the barrier, the work done and why the project involved more than routine development.
Benefit: the claim is easier to understand, and the substance of the work is not lost in unclear wording.
"The uncertainty, the barrier, the work done - told clearly, without losing what matters."
"The AIF is not admin - it is part of how the claim is understood and assessed."
Additional Information Form and Corporation Tax Coordination
Where required, we support the Additional Information Form and coordinate the claim with the Corporation Tax return process.
Benefit: the claim is prepared with the right supporting information in place before submission.
ERIS and Scheme Awareness
Where relevant, we consider whether the claim falls under the merged scheme or whether Enhanced R&D Intensive Support may apply.
Benefit: the claim position is thought through carefully, rather than selected because it appears more attractive.
Why Clients Choose Optimyze
Competency assured. Relationship focused.
We make technical work feel human
Clear explanations, calm support, and no unnecessary jargon - so you always know where you stand.
We do the detail properly
Your filings, records, deadlines and calculations are handled with care - not rushed through.
We connect the dots
Tax, accounts, payroll, bookkeeping and advice work better when they are not treated in isolation.
We serve your ambition, not an archetype
Your support is shaped around your goals, your stage, and the way you actually work.
We care beyond the task
Because every service is part of a bigger financial picture - and we keep that picture in mind.
Trust that grows
Clients and counting - because empathy and expertise genuinely go hand in hand.
Ready to Get Started?
R&D claims don't have to feel risky. They just need care, evidence and judgement.
Let's talk.
