R&D Tax Credit Questionnaire

R&D Tax Credit Questionnaire

Consider the following questionnaire to help you determine if your business might qualify for the R&D Tax Credit. While answering “yes” to these questions doesn’t guarantee eligibility, it suggests that further investigation would be worthwhile.

Is your business engaged in developing new products, processes, or software?
Are you attempting to improve existing products, processes, or software?
Do your research activities involve experimentation or systematic trial and error?
Have you incurred wages, supplies/materials, or contract research expenses for these activities?
Did these activities take place within the United States?
Are you developing something to sell, lease, or license?

If you answered “ yes ” to any of these questions, your business may qualify for the R&D Tax Credit. Please submit this form to receive a scheduling link and connect with our tax expert.