CPA-Led Screening
R&D Tax Credit
Eligibility Screening
A conservative, audit-defensible review process for businesses that may qualify for the federal R&D tax credit — including limited retroactive relief for eligible small businesses.
Disclaimer: Completion of this screening does not guarantee eligibility, refunds, or credits. All claims are subject to CPA review and IRS rules. This tool is for preliminary assessment only.
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Who This Is For
- Actively improved products, processes, systems, or operations
- Faced technical or engineering uncertainty
- Tested alternatives or experienced failed attempts
- Want a CPA-led, defensible approach — not promoter tactics
This screening is NOT for:
- Routine services
- Cosmetic or marketing changes
- 'Everyone qualifies' claims
- Businesses seeking fast refunds without documentation
Why Clients Trust Us
30+ years CPA-led expertise— not a credit mill, not a 'R&D boutique' run by salespeople
Bulletproof, IRS-defensible studies— built around the IRS four-part test with documentation organized for audit survival
Conservative, credibility-first approach— we only claim what we can substantiate, and we can explain every number
End-to-end substantiation package— project narratives, time allocations, QRE support, and a complete document index
Proper 5280C coordination— credit calculated correctly and integrated cleanly with your income tax return
Strategic filing guidance— we identify the exact years, forms, and amendment path (if needed) before anything is filed