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.
Format: (000) 000-0000.
Business Information
Please select the industry that best fits your business
*
Please Select
Agriculture
Mining/Extraction
Utilities
Construction
Manufacturing
Wholesale/Retail Trade
Information Technology
Finance/Insurance
Professional Services (Technical)
Education
Health Care
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+
Does your business currently, or has it within the last 24 months, held a direct contract with a U.S. federal government agency?
Yes
No
Over the last 12 months, has your business increased its total investment (e.g., budget or staffing) in research & development activities?
*
Yes
No
What is the approximate revenue made from R&D activities?
What are the approximate expenses from R&D Activities?
Approximately what percentage of your client projects require research and development activities?
*
Approximately what percentage of your customer projects are performed on a Fixed Price (FP) basis?
*
Employee Information
How many US employees are at your business?
How many engineers or scientists are employed at your business?
*
How many other technical employees are at your business?
*
Approximately what is the total payroll for your business?
Did your business begin operations within the past five years?
Please Select
Yes
No
Approximately what percentage of your company's total annual expenses is dedicated to research & development activities?
Expense Information
In the last 12 months, what was the total amount your business paid to outside contractors (such as freelancers, agencies, or consultants) specifically for research & development activities?
In the last 12 months, what was your approximate total spending on temporary staff, freelancers, or contractors specifically for research & development activities?
Approximately what percentage of your total R&D budget in the last 12 months was spent on developing and testing prototypes, models, or MVPs (Minimum Viable Products)?
In the last 12 months, what is the approximate total cost of consumable R&D supplies (e.g., prototyping materials, lab supplies, small tools, specialty software)?
In the last 12 months, approximately how much did your business spend on cloud computing services (e.g., AWS, Azure, Google Cloud) used specifically for research & development activities?"
R&D Information
Has your business previously capitalized research costs for tax compliance purposes?
Please Select
Yes
No
Unsure
Has your business previously claimed federal R&D tax credits under Section 41?
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
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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