R&D Tax Credit - Teaching Millionaires

Legal Business Name*

Name*

First Last

Email*

Phone*

Do your employees/contractors work in the US?*

Yes

No

Has your company claimed the R&D tax credit in the past?*

Yes

No

What is your business doing to improve? Tell us about new products, processes, techniques, etc. Be sure to mention new equipment and/or any new technology incorporated over the past three years!*

What is your estimated number of US employees (include W2, 1099, full-time, part-time, seasonal, etc.)?*

Is your company less than five years old?*

Yes

No

What year was your company founded?*

What is your tax filing structure?*

Partnership

S-Corp

C-Corp

Sole Prop

Did your company earn more than $5 million in revenue this year or last year?*

Yes

No

What is your estimated annual operating expenses (including wages)?*

Has your company developed any type of software that is for internal use only?*

Yes

No

Do you and the co-founders of your business own any other businesses together?*

Yes

No

When do you typically file your business tax return?*

March/April

September/October

Fiscal

What is the first & last name of your tax preparer, CPA, and/or accountant?*

Who is your payroll provider?*

Do you own any commercial real estate or multifamily residential buildings of four or more stories?*

Yes

No

What is your business website?*

Which state is your business located and registered?*

Who introduced you to R&D Experts?

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