Sitemap
Every page on this site, listed by section, with the date each was last updated. Search engines read the same list as XML.
Core
5 pages| Page | Path | Updated |
|---|---|---|
| Home | / | |
| Start here | /start-here | |
| Contact | /contact | |
| FAQs | /faqs | |
| Sitemap | /sitemap |
Fee types
10 pages| Page | Path | Updated |
|---|---|---|
| Fee types | /fee-types | |
| Contingent success fees | /fee-types/contingent-success-fees | |
| Percentage of refund fees | /fee-types/percentage-of-refund-fees | |
| Fixed fees | /fee-types/fixed-fees | |
| Capped fees | /fee-types/capped-fees | |
| Hourly fees | /fee-types/hourly-fees | |
| Hybrid fees | /fee-types/hybrid-fees | |
| Retainer plus success fees | /fee-types/retainer-plus-success-fees | |
| Deferred fees | /fee-types/deferred-fees | |
| Software-assisted claims | /fee-types/software-assisted-claims |
Questions to ask
21 pages| Page | Path | Updated |
|---|---|---|
| Questions to ask | /questions-to-ask | |
| How are your fees calculated? | /questions-to-ask/how-are-your-fees-calculated | |
| What exactly is the fee a percentage of? | /questions-to-ask/what-exactly-is-the-fee-a-percentage-of | |
| Is the fee based on the benefit claimed or received? | /questions-to-ask/is-the-fee-based-on-the-benefit-claimed-or-received | |
| What happens to the fee if the claim is reduced? | /questions-to-ask/what-happens-to-the-fee-if-the-claim-is-reduced | |
| Is review support included? | /questions-to-ask/is-review-support-included | |
| Who will do the technical work? | /questions-to-ask/who-will-do-the-technical-work | |
| What qualifications does the team have? | /questions-to-ask/what-qualifications-does-the-team-have | |
| Who is named on the claim? | /questions-to-ask/who-is-named-on-the-claim | |
| How do you decide what qualifies? | /questions-to-ask/how-do-you-decide-what-qualifies | |
| What records will you need from us? | /questions-to-ask/what-records-will-you-need-from-us | |
| Can we see the full claim before filing? | /questions-to-ask/can-we-see-the-full-claim-before-filing | |
| Do you claim every year by default? | /questions-to-ask/do-you-claim-every-year-by-default | |
| Do you file amended or refund claims? | /questions-to-ask/do-you-file-amended-or-refund-claims | |
| What happens if we end the engagement? | /questions-to-ask/what-happens-if-we-end-the-engagement | |
| Are there minimum or exit fees? | /questions-to-ask/are-there-minimum-or-exit-fees | |
| When and how is the fee paid? | /questions-to-ask/when-and-how-is-the-fee-paid | |
| Do you use subcontractors? | /questions-to-ask/do-you-use-subcontractors | |
| Do you pay or receive referral fees? | /questions-to-ask/do-you-pay-or-receive-referral-fees | |
| Can we speak to references? | /questions-to-ask/can-we-speak-to-references | |
| How do you handle a tax authority review? | /questions-to-ask/how-do-you-handle-a-tax-authority-review |
Red flags
13 pages| Page | Path | Updated |
|---|---|---|
| Red flags | /red-flags | |
| Uncapped success fees | /red-flags/uncapped-success-fees | |
| Pressure to sign quickly | /red-flags/pressure-to-sign-quickly | |
| Guaranteed claim amounts | /red-flags/guaranteed-claim-amounts | |
| Everything qualifies | /red-flags/everything-qualifies | |
| No one speaks to your engineers | /red-flags/no-one-speaks-to-your-engineers | |
| You cannot see the claim | /red-flags/you-cannot-see-the-claim | |
| Unclear fee base | /red-flags/unclear-fee-base | |
| Review support costs extra | /red-flags/review-support-costs-extra | |
| Automatic renewal clauses | /red-flags/automatic-renewal-clauses | |
| Cold calls about unclaimed refunds | /red-flags/cold-calls-about-unclaimed-refunds | |
| Adviser not named on the claim | /red-flags/adviser-not-named-on-the-claim | |
| Exit fees that lock you in | /red-flags/exit-fees-that-lock-you-in |
Green flags
9 pages| Page | Path | Updated |
|---|---|---|
| Green flags | /green-flags | |
| A fee you can work out yourself | /green-flags/a-fee-you-can-work-out-yourself | |
| They talk to the people who did the work | /green-flags/they-talk-to-the-people-who-did-the-work | |
| You see the whole claim before filing | /green-flags/you-see-the-whole-claim-before-filing | |
| They tell you what does not qualify | /green-flags/they-tell-you-what-does-not-qualify | |
| Review support is in the price | /green-flags/review-support-is-in-the-price | |
| Named people with qualifications you can check | /green-flags/named-people-with-qualifications-you-can-check | |
| They put their name on the claim | /green-flags/they-put-their-name-on-the-claim | |
| You can leave with your records | /green-flags/you-can-leave-with-your-records |
Case studies
13 pages| Page | Path | Updated |
|---|---|---|
| Case studies | /case-studies | |
| The fee that stayed when the claim shrank | /case-studies/the-fee-that-stayed-when-the-claim-shrank | |
| The three-year contract nobody remembered | /case-studies/the-three-year-contract-nobody-remembered | |
| The cold call about past years | /case-studies/the-cold-call-about-past-years | |
| Two proposals, one claim | /case-studies/two-proposals-one-claim | |
| The fee that grew with the payroll | /case-studies/the-fee-that-grew-with-the-payroll | |
| The claim the engineers never saw | /case-studies/the-claim-the-engineers-never-saw | |
| When the review letter arrived | /case-studies/when-the-review-letter-arrived | |
| Everything qualified, until it did not | /case-studies/everything-qualified-until-it-did-not | |
| Getting the records back | /case-studies/getting-the-records-back | |
| The referral nobody mentioned | /case-studies/the-referral-nobody-mentioned | |
| The manufacturer who negotiated a cap | /case-studies/the-manufacturer-who-negotiated-a-cap | |
| A second opinion before filing | /case-studies/a-second-opinion-before-filing |
Contracts
11 pages| Page | Path | Updated |
|---|---|---|
| Contracts | /contracts | |
| Fee basis | /contracts/fee-basis | |
| What counts as the benefit | /contracts/what-counts-as-the-benefit | |
| Review and audit support | /contracts/review-and-audit-support | |
| Fee refund if the claim is reduced | /contracts/fee-refund-if-the-claim-is-reduced | |
| Termination and exit fees | /contracts/termination-and-exit-fees | |
| Ownership of records and work | /contracts/ownership-of-records-and-work | |
| Liability and indemnity | /contracts/liability-and-indemnity | |
| Who signs the claim | /contracts/who-signs-the-claim | |
| Confidentiality | /contracts/confidentiality | |
| Multi-year and renewal terms | /contracts/multi-year-and-renewal-terms |
Tools
8 pages| Page | Path | Updated |
|---|---|---|
| Tools | /tools | |
| Fee comparison calculator | /tools/fee-comparison-calculator | |
| Proposal scorecard | /tools/proposal-scorecard | |
| Questions checklist | /tools/questions-checklist | |
| Engagement letter checklist | /tools/engagement-letter-checklist | |
| Request for proposal template | /tools/request-for-proposal-template | |
| Reference check guide | /tools/reference-check-guide | |
| Adviser health check | /tools/adviser-health-check |
Scripts
8 pages| Page | Path | Updated |
|---|---|---|
| Scripts | /scripts | |
| Asking how the fee is calculated | /scripts/asking-how-the-fee-is-calculated | |
| Asking for a fee cap | /scripts/asking-for-a-fee-cap | |
| Asking to see the claim before filing | /scripts/asking-to-see-the-claim-before-filing | |
| Asking about referral fees | /scripts/asking-about-referral-fees | |
| Declining a cold call | /scripts/declining-a-cold-call | |
| Requesting your records | /scripts/requesting-your-records | |
| Giving notice to end an engagement | /scripts/giving-notice-to-end-an-engagement |
By company
10 pages| Page | Path | Updated |
|---|---|---|
| By company type | /by-company | |
| First-time claimants | /by-company/first-time-claimants | |
| Startups | /by-company/startups | |
| Scale-ups | /by-company/scale-ups | |
| Small businesses | /by-company/small-businesses | |
| Large companies | /by-company/large-companies | |
| Manufacturers | /by-company/manufacturers | |
| Software companies | /by-company/software-companies | |
| Life sciences | /by-company/life-sciences | |
| Companies under review | /by-company/companies-under-review |
Guides
9 pages| Page | Path | Updated |
|---|---|---|
| Guides | /guides | |
| How to choose an R&D tax adviser | /guides/how-to-choose-an-rd-tax-adviser | |
| How to compare proposals | /guides/how-to-compare-proposals | |
| How to negotiate fees | /guides/how-to-negotiate-fees | |
| In-house or adviser | /guides/in-house-or-adviser | |
| The true cost of a claim | /guides/the-true-cost-of-a-claim | |
| Preparing for adviser meetings | /guides/preparing-for-adviser-meetings | |
| How to run a request for proposals | /guides/how-to-run-a-request-for-proposals | |
| Managing an adviser year to year | /guides/managing-an-adviser-year-to-year |
Myths
6 pages| Page | Path | Updated |
|---|---|---|
| Myths | /myths | |
| No win, no fee means no risk | /myths/no-win-no-fee-means-no-risk | |
| A bigger claim is a better claim | /myths/a-bigger-claim-is-a-better-claim | |
| The adviser is responsible if it goes wrong | /myths/the-adviser-is-responsible-if-it-goes-wrong | |
| Every adviser charges about the same | /myths/every-adviser-charges-about-the-same | |
| You cannot negotiate the fee | /myths/you-cannot-negotiate-the-fee |
When things go wrong
8 pages| Page | Path | Updated |
|---|---|---|
| When things go wrong | /when-things-go-wrong | |
| Claim reduced on review | /when-things-go-wrong/claim-reduced-on-review | |
| Fee disputes | /when-things-go-wrong/fee-disputes | |
| Switching advisers | /when-things-go-wrong/switching-advisers | |
| Correcting a claim | /when-things-go-wrong/correcting-a-claim | |
| If you are charged a penalty | /when-things-go-wrong/if-you-are-charged-a-penalty | |
| Complaints about an adviser | /when-things-go-wrong/complaints-about-an-adviser | |
| Getting independent advice | /when-things-go-wrong/getting-independent-advice |
By country
36 pages| Page | Path | Updated |
|---|---|---|
| By country | /by-country | |
| United States: Overview | /by-country/us | |
| United States: Checking an adviser's credentials | /by-country/us/checking-an-advisers-credentials | |
| United States: Your responsibility | /by-country/us/your-responsibility | |
| United States: If your claim is reviewed | /by-country/us/if-your-claim-is-reviewed | |
| United States: Complaints about an adviser | /by-country/us/complaints-about-an-adviser | |
| United Kingdom: Overview | /by-country/uk | |
| United Kingdom: Checking an adviser's credentials | /by-country/uk/checking-an-advisers-credentials | |
| United Kingdom: Your responsibility | /by-country/uk/your-responsibility | |
| United Kingdom: If your claim is reviewed | /by-country/uk/if-your-claim-is-reviewed | |
| United Kingdom: Complaints about an adviser | /by-country/uk/complaints-about-an-adviser | |
| Ireland: Overview | /by-country/ie | |
| Ireland: Checking an adviser's credentials | /by-country/ie/checking-an-advisers-credentials | |
| Ireland: Your responsibility | /by-country/ie/your-responsibility | |
| Ireland: If your claim is reviewed | /by-country/ie/if-your-claim-is-reviewed | |
| Ireland: Complaints about an adviser | /by-country/ie/complaints-about-an-adviser | |
| Canada: Overview | /by-country/ca | |
| Canada: Checking an adviser's credentials | /by-country/ca/checking-an-advisers-credentials | |
| Canada: Your responsibility | /by-country/ca/your-responsibility | |
| Canada: If your claim is reviewed | /by-country/ca/if-your-claim-is-reviewed | |
| Canada: Complaints about an adviser | /by-country/ca/complaints-about-an-adviser | |
| Australia: Overview | /by-country/au | |
| Australia: Checking an adviser's credentials | /by-country/au/checking-an-advisers-credentials | |
| Australia: Your responsibility | /by-country/au/your-responsibility | |
| Australia: If your claim is reviewed | /by-country/au/if-your-claim-is-reviewed | |
| Australia: Complaints about an adviser | /by-country/au/complaints-about-an-adviser | |
| New Zealand: Overview | /by-country/nz | |
| New Zealand: Checking an adviser's credentials | /by-country/nz/checking-an-advisers-credentials | |
| New Zealand: Your responsibility | /by-country/nz/your-responsibility | |
| New Zealand: If your claim is reviewed | /by-country/nz/if-your-claim-is-reviewed | |
| New Zealand: Complaints about an adviser | /by-country/nz/complaints-about-an-adviser | |
| Singapore: Overview | /by-country/sg | |
| Singapore: Checking an adviser's credentials | /by-country/sg/checking-an-advisers-credentials | |
| Singapore: Your responsibility | /by-country/sg/your-responsibility | |
| Singapore: If your claim is reviewed | /by-country/sg/if-your-claim-is-reviewed | |
| Singapore: Complaints about an adviser | /by-country/sg/complaints-about-an-adviser |
Compare
3 pages| Page | Path | Updated |
|---|---|---|
| Compare | /compare | |
| Fee models | /compare/fee-models | |
| Contingent vs fixed fees | /compare/contingent-vs-fixed-fees |
Resources
6 pages| Page | Path | Updated |
|---|---|---|
| Resources | /resources | |
| Glossary | /resources/glossary | |
| For accountants | /resources/for-accountants | |
| The research | /resources/the-research | |
| Related sites | /resources/related-sites | |
| Newsletter | /resources/newsletter |
About us
5 pages| Page | Path | Updated |
|---|---|---|
| About us | /about-us | |
| Editorial standards | /about-us/editorial-standards | |
| Conflicts of interest | /about-us/conflicts-of-interest | |
| Funding and governance | /about-us/funding-and-governance | |
| Corrections | /about-us/corrections |
Legal
5 pages| Page | Path | Updated |
|---|---|---|
| Privacy policy | /privacy | |
| Terms of use | /terms | |
| Disclaimer | /disclaimer | |
| Cookie policy | /cookies | |
| Accessibility statement | /accessibility |
KnowYourFees.org is published by Swanson Reed, an R&D tax advisory firm that competes with other advisers. This site does not recommend any adviser, including Swanson Reed.
© 2026 Swanson Reed. You may use the templates and checklists for your own business. Official material is used under the terms set by its publisher.