Request for Preliminary Analysis — Corporate Tax Advisors

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

Is this for a current client or a brand-new request? *

Existing client Brand-new request

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

Helpful Questions Optional

Want the most accurate analysis? These optional questions help us tailor your analysis and avoid follow-up requests later. Answer what you can — “Not sure” is always fine. Our analysis estimates the federal R&D credit; state credits aren't included.

Would you like to answer a few helpful questions to make sure you get the highest-quality analysis?

Yes, let's do it No, skip for now

Tax years

Which tax years would you like us to evaluate?

For each year evaluated, we'll also need the three prior years' returns — for example, 2023–2025 returns to evaluate 2026. To look back at earlier years for amended returns, please include returns for 2019–2022 as well. You can add any of these in the Tax Returns upload above.

Your research & development work

Briefly describe the products, processes, or software your team designs, develops, or improves Company website

Related businesses

Do the owners of this company — individually or together — own more than 50% of any other business?

Yes No

Wages

Are all of your W-2 wages reported on the “Salaries and Wages” and “Compensation of Officers” lines of your tax return?

Yes No Not sure

Upload your Form W-3 for each year you'd like evaluated

Drop files here or click to browse

PDF preferred · up to 30 MB each

Customer & government contracts

Does your company develop products or solutions for customers or government agencies under contract?

Yes No

Filing

Does your company usually file its federal tax return by the original due date, or on extension?

By the original due date On extension Not sure

Your CPA

CPA or tax preparer name Firm CPA email CPA phone

Is your CPA aware you're exploring the R&D tax credit?

Yes No Not sure

May your CPA and Corporate Tax Advisors share your tax and financial records with each other?

Yes No

Request for Preliminary Analysis or Credit Estimate

Tax Returns

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

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

Additional Information Credit Estimate only

Helpful Questions Optional