Request for Preliminary Analysis or Credit Estimate

Thank you for considering Corporate Tax Advisors as your R&D Credit Preparation Service. Please answer the following for a preliminary assessment of your estimated credit amount.

Company Name * Taxpayer Contact Name * Taxpayer Contact Email * Salesperson Name *

Tax Returns

Why provide tax returns now? While optional, providing your tax returns is highly recommended for a precise analysis, which we categorize as a Preliminary Analysis. Certain items within your return can markedly affect the viability and immediate usability of the credit. Without these documents, our assessment must account for a wider range of variables, often resulting in a more conservative estimate. Sharing them now ensures the most accurate and reliable preliminary result possible.

Do you or can you provide the last 3 years of Tax Returns?

Yes No

Please Upload Tax Returns for Years Under Pursuit

Drop files here or click to browse

PDF preferred · up to 30 MB each · encrypted in transit & at rest

Current-year full P&L Available?

Yes No

Please upload Current Year to Date Financials — if available

Drop files here or click to browse

Optional · PDF / Excel

Additional Info / Comments

Gross Receipts Credit Estimate only — N/A if returns provided

Filling out this documentation will allow us to create a high-level credit estimate for you. A credit estimate is a conservative, higher-range estimate that does not determine any level of usability for the credit — just a credit value. If you move forward with an engagement, a full preliminary analysis must be completed and tax returns reviewed to ensure the credit may be properly utilized, as the credit is subject to several limitations. This option gives you a quick window into the possible value of the credit under analysis.

2022 2023 2024 2025

Taxable Wages & Compensation Box 1 W-3 · Credit Estimate only

2022 2023 2024 2025

Additional Information Credit Estimate only

Headcount Age of Company (years)

If you have taken the credit before, please select years taken

Your documents are protected. Files are transmitted over an encrypted connection and stored privately — they are never made public and are accessible only to your Corporate Tax Advisors engagement team.