R&D Tax Credit Screening

Complete all sections below to submit your screening

1. Business Information

Tell us about your business

Business Name *

Owner / Contact Name *

Email Address*

Phone Number*

Industry *

Years in Operation *

Entity Type *

Annual Gross Receipts *

Retroactive Relief Data (Optional)

For potential retroactive claims, please provide gross receipts for the following years if available.

2022 Gross Receipts

Optional: Enter if available for retroactive claims

2023 Gross Receipts

Optional: Enter if available for retroactive claims

2024 Gross Receipts

Optional: Enter if available for retroactive claims

Is your business a tax shelter? *

Yes

2. R&D Qualification Questions

Let's see if your activities qualify for the R&D tax credit

Check the boxes that describe your business activities. Real-world examples are included to help you understand each question.

1. Did you create something new or make improvements?

Did you try to make a product better, improve how you do things, or create something new?
Examples: Restaurant (new menu item), Construction (improved building methods), Software (custom applications), Financial Services (new investment models), Medical Practice (new treatment protocols), HVAC (efficient heating/cooling systems), Plumbing (better pipe layouts), Electrical (improved wiring systems).

2. Were you unsure if your idea would work?

When you started, did you have doubts about whether your approach would succeed?
Examples: Restaurant (unsure if new recipe would taste right), Construction (uncertain if materials would meet requirements), Software (didn't know if code would solve issue), Financial Services (uncertain if algorithm would predict trends), Medical Practice (unsure if system would reduce wait times), HVAC (uncertain if design would improve airflow), Plumbing (didn't know if valve would prevent backflow), Electrical (unsure if panel would handle load safely).

3. Did you try multiple approaches before succeeding?

Did you test different methods, have failed attempts, or need to try several times?
Examples: Restaurant (5+ test batches before perfecting recipe), Construction (tried 3 framing methods), Software (rewrote code 4 times), Financial Services (tested 10+ pricing model variations), Medical Practice (tried 3 EMR workflows), HVAC (tested 5 refrigerant line configs), Plumbing (tried 4 pipe materials), Electrical (tested 6 circuit designs).

4. Did your work rely on science or engineering principles?

Did you apply technical knowledge, engineering, or scientific principles?
Examples: Restaurant (food chemistry for texture/flavor), Construction (structural engineering for load-bearing), Software (algorithms/data structures), Financial Services (statistical modeling), Medical Practice (medical science protocols), HVAC (thermodynamics/fluid mechanics), Plumbing (hydraulics/pressure systems), Electrical (circuit theory/power distribution).

At the start of the project, did you already know the exact solution or outcome before testing began?

Yes

Which activities did your business perform?

Select all that apply

Developing new products

Improving existing products

Developing new processes

Improving manufacturing processes

Developing software

Creating prototypes

Testing and validation

Design engineering

3. People & Costs

Information about your team and R&D activities

What roles are involved in R&D activities? *

Do you have W-2 employees performing R&D? *

Yes

Contractors only

Estimated % of time spent on R&D activities *

What documentation do you have?

Select all that apply

Project plans

Design documents

Test results

Meeting notes

Time tracking records

Payroll records

Invoices from contractors

Email correspondence

Potential Disqualifiers

Check any that apply (these may affect eligibility)

Research conducted outside the United States

Research funded by grants or contracts

Research conducted solely for style, taste, or cosmetic purposes, without technical uncertainty or experimentation

Reverse engineering of competitors' products

Surveys or market research

None of the above

4. History & Attestation

Prior credits and final attestation

Have you claimed the Employee Retention Credit (ERC)? *

Yes, received

Yes, pending

Withdrawn

Have you claimed R&D credits before? *

No, never

Yes

Unsure

Any IRS correspondence regarding R&D credits? *

Yes, audit

Yes, inquiry

Legal Attestation

Please read and acknowledge the following before submitting.

I attest that the information provided is accurate *

I understand that this screening is for preliminary assessment only and does not constitute tax advice. I certify that the information provided is true and accurate to the best of my knowledge. I understand that eligibility is determined only after full CPA review.

Electronic Signature *

Type your full legal name as your electronic signature