R&D Pre-Qualification Form
What is the name of the business owner?
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First Name
Last Name
What is the name of the business
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If the business is 5 years old or under, we can take 10% of the expenses as the credit vs. 6% (See below)
What year did the business start?
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What is the company's website?
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What type of entity structure is the business?
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S-Corporation
Partnership
C-Corporation
Sole Proprietor
LLC
Other
How many owners are in the business?
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Please Select
1
2
3
4
5
6
7
8
9
10
If the credit is $100K and there are 2 owners, the credit value is split 50/50 between the 2 owners (assuming at 50% ownership split)
Have the owners paid federal taxes over the last 3 years?
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Please Select
Yes
No
If the owners do not pay federal taxes, they cannot claim refunds, but can receive future credits to offset future tax liability.
What is the owners estimated average tax liability for each year?
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Does the business create or improve a product, process, technique, formula, invention, or software?
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Please Select
Yes
No
Do W-2 employees in the business or contractors create, develop, or improve a product, process, technique, formula or software and... are those activities backed by principles of science (see below for description on science) or principles of engineering
*
Please Select
Yes
No
Science can be computer science (coding, development) and hard sciences such as chemistry, biology, physics. Engineering can be related to design, construction, manufacturing,
Please list what type of engineering that is used?
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Aeronautical Engineering
Automotive Engineering
Biomedical Engineering
Chemical Engineering
Civil Engineering
Computer Engineering
Design-Build Engineering
Electrical Engineering
Environmental Engineering
Geological Engineering
Industrial Engineering
Marine Engineering
Manufacturing Engineering
Materials Engineering
Mechanical Engineering
Network Engineering
Petroleum Engineering
Robotic Engineering
Software Engineering
Structural Engineering
Telecommunications Engineering
Value Engineering
Other
None
Please list what type of science is used in the business that creates or improves the product, process, technique, invention, or software.
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Biochemistry
Biological Science
Botany
Chemistry
Computer Science
Data Science
Environmental Science
Geology
Microbiology
Physics
Zoology
Other
None
Please list 1 or 2 examples or activities as it relates to principle of engineering or science based activity.
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How Many W-2 employees does the company have?
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What is your estimated Annual payroll cost?
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What percentage of your payroll goes towards engineering, science, technological design? Please include the amount for people Directly doing the activities PLUS the people providing supervision and support in the activities.
*
Who is the point of contact for this company?
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First Name
Last Name
What is a good email for a Company Point of Contact?
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example@example.com
What is a good phone number just in case we need to reach out to someone?
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Please enter a valid phone number.
Please provide the first and last name of the individual submitting this form.
*
What is the date of this discovery call?
*
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Month
-
Day
Year
Date
Credit Estimate for 1 Year
Credit Estimate for 3 Years
Feel free to upload Annual Payroll Reports.
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If you are able to upload the last 3 completed tax years, please do so here.
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Feel free to upload Annual Profit and Loss Reports.
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If you are able to upload the last 3 completed tax years, please do so here.
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Feel free to upload Annual Tax Returns.
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If you are able to upload the last 3 completed tax years, please do so here.
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