R&D Tax Credit Client Questionnaire
To make the most of our time together and ensure we can provide you with the most accurate, tailored insights, please complete the Client Questionnaire 24 hours in advance of the scheduled Discovery Call. Having your responses ahead of time allows us to prepare thoroughly. Without it, we won’t be able to explore the full potential of how this program can work for your business.
Field Consultant Name
*
First Name
Last Name
Field Consultant Email
*
example@example.com
Full Legal Business Name
*
DBA (If any)
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is the address on your tax returns the same as above?
*
Yes
No
Address on Tax Returns (if Different)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Owner Name
*
First Name
Last Name
Are there additional owners?
Yes
No
Additional Owner Names
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Industry
*
SIC Code
*
Total Number of Employees
*
Total Number of Full Time Employees
*
State(s) Employees are Physically Located in
*
Please include all in person and remote workers
Tax Info
Company entity Type
*
Please Select
S-Corporation
C-Corporation
Partnership
Sole Proprietor
Date Company Incorporated
*
-
Month
-
Day
Year
Date
When does your Company's Tax Year End?
*
Calendar
Fiscal
If Fiscal what date? DD/MM
What is your 2024 Tax Return filing Status?
*
Please Select
Already Filed
filing on Time
Filing an Extension
Are you computing a credit for a short year?
*
Yes
No
Are you part of a controlled group?
*
Yes
No
If yes - what is the Oldest Entities year of Incorporation?
What Tax Years are being filed for? Please list all
*
Credit Method Eligibility
In what year did your company start making revenue?
*
In what year did you start your development efforts?
*
Did your company's Gross Revenue exceed $5 Million in 2024?
*
Yes
No
Contracts/Rights
Do you own substantial rights to the results of your development activities?
*
Yes
No
Are any of your development activities computed under contract for an outside party?
*
Yes
No
What is the typical fee structure for your contracts?
*
Examples: Lump Sum, Fixed Fee, Hourly, Material based, N/A - include all that apply
R&D Project Indicators
Did you research, develop, streamline, or implement any new processes?
*
Yes
No
Were any products designed, developed, or improved?
*
Yes
No
Did you test new materials or concepts?
*
Yes
No
Did you test new materials or concepts?
*
Yes
No
Did you develop or improve any new formulas or manufacturing methods?
*
Yes
No
Did you develop, customize, improve, or update any software technology?
*
Yes
No
Did you develop, design, or improve any prototypes or models for your business?
*
Yes
No
Did you develop, design, or improve any new equipment for material handling or for new/improved tasks?
*
Yes
No
Did you maintain or improve any laboratory equipment?
*
Yes
No
Did you document research activities?
*
Yes
No
Did you complete certification testing?
*
Yes
No
Did you complete any environmental upgrades?
*
Yes
No
Did you develop, design, or improve acoustical qualities for the company or other structures?
*
Yes
No
Did you develop, design, or improve any new alternative electricity or lighting systems?
*
Yes
No
Did you develop, design, or improve any new ventilation systems?
*
Yes
No
Did you develop, design, or improve any new alternative water/plumbing systems?
*
Yes
No
Did you develop, design, or improve any systems for cybersecurity or to combat terrorism and criminal activities?
*
Yes
No
Did you develop, design, or improve any electrical underground infrastructure?
*
Yes
No
Did you develop, design, or improve any value engineering, construction, or landscaping methods?
*
Yes
No
Submit
Should be Empty: