Hire for substantiation, not slogans
Prefer practices that explain how they build contemporaneous technical narratives, wage nexus, and supply allocation. Ask how they handle IRS exam support and what they need from engineering within the first two weeks.
Match the engagement to your footprint
A multi-state manufacturer, a SaaS scale-up, and a life-sciences group need different project sampling and SME interview patterns. Use the directory filters and decide shortlist to compare claimed practices in your jurisdiction before you open a formal RFP.
Index Verified is methodology, not endorsement
Index Verified means The Credit Index reviewed claim evidence for a listing. It is not an IRS endorsement and does not guarantee a credit amount or audit outcome. Empty shortlists mean the founding cohort is still forming; you can still request a routed introduction.
Fee and scope questions worth asking
Clarify whether fees are fixed, contingent, or hybrid; who owns workpapers; how amendments are priced; and how software platforms (if any) complement rather than replace adviser judgment.