Workflow B: Paid R&D Assessment

Comprehensive CPA-led evaluation of your R&D credit eligibility

Investment

$1,500 - $3,500

Professional fee based on complexity. Fully credited toward full study if you proceed.

What You Get

CPA review (1-2 hours)
Consultation call (1-2 hours)
Written assessment with preliminary estimate
Documentation roadmap
Firm fee quote for full study

Important: This is a Paid Service

You will receive an invoice after submission. Payment is required before CPA review begins.

Time commitment: 30-45 minutes to complete thoroughly.

Business Information

Basic information about your business

Business Name *

Owner Name *

Email Address *

Phone Number *

Industry *

Years in Operation *

Entity Type *

Average Annual Gross Receipts *

Qualifying Activities & Top Project

IRS 4-Part Test and your most significant R&D project

IRS 4-Part Test (All must be true)

Permitted Purpose: Attempted to improve functionality, performance, reliability, quality, or costTechnical Uncertainty: Uncertain whether approach would workProcess of Experimentation: Tested alternatives or prototypesTechnological in Nature: Based on engineering, computer science, or technical principles

Your Most Significant R&D Project

Project Title *

Project Description * (Minimum 50 characters)

Outcome *

Personnel & Documentation

Who was involved and what documentation exists

History & Consultation Preferences

Prior credits and how you'd like to proceed

Attestation & Signature

I agree that by checking this box and typing my name below, I am providing my electronic signature and consent. I affirm that the information provided is true and correct to the best of my knowledge. I understand that my typed name will be legally binding under the E-SIGN Act and applicable state law.

Electronic Signature (Type Full Name) *