Most companies building or improving software, products, or processes qualify for the federal R&D credit and never claim it. Move the sliders for a ballpark, then run the full check.
6.5–10%of qualified spend, back as credit
5 yrsof returns can be reviewed
~20questions to a real estimate
Estimated federal credit
$0to$0
Illustrative range based on your inputs below.
Annual R&D payroll$400,000
Contractor + cloud R&D spend$100,000
Illustrative only. Your final credit is calculated from your tax returns and payroll after the assessment.
$500M+in credits identified
5,000+businesses assessed
5 yrsof prior returns reviewed
No upfront costpay only on results
Eligibility Assessment
Run the full check
About 20 questions. We pull the numbers from your documents, so you only answer what we cannot read off a return, payroll report, or ledger.
Tell us about your company
Contact and intake details we cannot pull from a document.
The name your business goes by. We confirm the legal name from your return later.
The best person for us to contact about this assessment.
Your role at the company. Example: Founder, CEO, Controller, Head of Engineering.
Where we send your estimate and next steps.
In case we have a quick question while reviewing.
Helps us understand what you build.
Your CPA firm, or note if you file in house.
Ownership
This helps us check controlled group rules. Two quick questions.
The IRS treats commonly owned companies as one group for this credit, so we need to know. Example: a separate LLC or a second startup.
Name each business and roughly how much of it you own. Example: Acme Holdings LLC, 100 percent. BetaCorp, 40 percent.
Your business
Two questions that shape how the credit can be used.
If yes, you may be able to apply the credit against payroll taxes even before you are profitable. Gross receipts means total income before expenses.
Whether you or a past accountant claimed this federal credit on a prior return. If you are not sure, we can check your returns.
Your R&D work
These are the questions that actually decide eligibility. The IRS four-part test.
Plain language, no jargon. Example: we build scheduling software for dental offices, or we develop new coatings for industrial equipment.
The specific things you worked on this year and the goal. Example: rebuilt our matching algorithm to cut load times, or developed a gluten-free recipe that holds its shape.
Pick every area that applies. Example: a bakery improving a recipe picks Formulas; a shop building an app picks Software.
At the start, were you unsure whether it would work or how to pull it off?
Did you test different approaches, prototype, or iterate?
Did it rely on engineering or a hard science like computer science, chemistry, biology, or physics?
Were you paid by a customer to do this, and on the hook if it failed? A fixed price project can still qualify.
Whoever keeps the rights to what you developed. Usually your company, unless a contract hands it to a client.
Upload your documents
We extract the numbers automatically, so there is nothing to type here.
Heads up: your final tax credit amount cannot be completed without your most recent tax returns.
Business tax return(s)Required
We use these to confirm eligibility and calculate your exact credit.
Required years will populate here once the assessment year is set.
Payroll reportRequired
A year-end summary or export from your provider. Example: Gusto, ADP, Rippling, QuickBooks Payroll.
General ledgerOptional, recommended
An export of your expenses by category from QuickBooks, Xero, or NetSuite.
Supporting documentationOptional
Anything that shows your R&D work: project notes, contractor invoices, or expense reports.
✓
Assessment received
Thanks. Our team will review your documents, calculate your qualified research expenses, and send your estimated credit. You will hear from us shortly.