Research and Development Tax Credit Questionnaire
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Email *
Please provide your contact information, business name, and address.

What kind of projects or innovations has your company been actively involved in?
Can you provide a brief overview of your company’s activities and industry focus during the past 3 tax years?
At any point within the past 3 tax years has your company developed a new or improved business component? (Process or product)
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Was there uncertainty related to the capability to develop, method of developing, or appropriate design for this business component? *
Did the activity fundamentally rely upon the hard sciences: physical sciences, biological sciences, computer science, or engineering?
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Did the project involve a process of experimentation where multiple iterations for the product or process were considered?
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Was your company developing this product or was it purchased from another company?
Did you engage with any third-party contractors or consultants for the project? If yes, please provide their details and the method used to pay them. (Fixed fee vs Hourly)

Please provide any additional information or comments or details that you believe are relevant.

Do you have detailed records, documentation, or project reports related to the research and development (R&D) projects?

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Did you receive any government grants or subsidies related to your research and development activities?

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Does your company have any upcoming research and development projects or initiatives that you plan to undertake?
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Would you like to schedule a consultation with our firm to discuss how we can help you claim a research and development tax credit? *
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