R&D Credit Estimator
Please complete the questionnaire below in order for the Strategic Tax Planning team of attorneys and CPAs to identify opportunities for tax savings associated with your business’s research and development costs.
Contact Information
Business Name
*
Your Name
*
First Name
Last Name
Your Email
*
Jack.Sparrow@TheBlackPearl.net
Phone Number
Please enter a valid phone number.
Business Information
Please select the industry that best fits your business
*
Please Select
Agriculture
Mining and Oil/Gas Extraction
Utilities
Construction
Manufacturing
Wholesale Trade
Retail Trade
Transportation and Warehousing
Information Technology and Systems
Finance and Insurance
Real Estate
Scientific or Technical Services
Education (for profit)
Health Care
Arts, Entertainment, and Recreation
Accommodation and Food Services
Other
Please provide a brief description of your typical business activities (2-3 sentences)
*
How is your business organized for legal purposes?
*
Please Select
C-corporation
S-corporation
Partnership
LLC
Sole proprietorship
Unsure
Approximately how many total employees does your business have?
Please Select
1-5
5-25
25-50
50-100
100-500
500-1000
1000+
R&D Information
Did your business capitalize research expenditures on its 2022 federal tax return?
Please Select
Yes
No
Unsure
Did your business claim R&D tax credits on its 2022 federal tax return?
Please Select
Yes
No
Unsure
Of those employees, around how many are in one of the following roles: engineer, scientist, software developer, designer, or product manager?
Of those employees, how many worked primarily within the U.S.?
Did your business hire third-party contractors (including temporary labor) to help develop or improve your company’s products or internal technology systems?
Please Select
Yes
No
For 2023, approximately how much did your business spend on those contractors?
Approximately how much of your contractor expenses related to work performed within the U.S.? If unsure, please leave the field blank.
Did your business incur costs related to materials, supplies, components, specialized test equipment, or other property for use in prototyping new or improved products?
Please Select
Yes
No
For 2023, please describe the prototyping efforts and the approximate amount spent by the business
Did your business begin operations within the past five years?
Please Select
Yes
No
Please share any other information, concerns, or questions you currently have in relation to the capitalization of research costs or regarding R&D tax credits.
Submit
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