Tell us about your project.
Tell us about your business, the work you develop or improve, and the years you want to review. We can discuss your federal and state preparation needs and how to coordinate with your accountant.
You do not need a finished research study or a credit estimate before calling. One or two project examples are a good place to begin.
What we’ll ask about.
- The products, processes, or software your team works on.
- The tax years and business entities you want to discuss.
- Where the work takes place.
- The technical and financial records you already have.
- Your accountant and the relevant filing calendar.
If you are an accounting firm or business advisor, you can begin with a high-level client description. Please arrange an appropriate document-sharing method before sending confidential records.
(310) 928-9973Questions about
the R&D credit?
Questions about your R&D credit? Start here, or call to discuss your work.
Call (310) 928-9973What should we discuss on the first call?
Tell us about your development work, the years you want to review, where the work takes place, and who prepares your tax returns. A few concrete project examples are a useful starting point.
Can my accountant join the conversation?
Yes. Involving your accountant can help connect the preparation discussion to your filing calendar, existing records, and return considerations.
Should I send financial documents with my inquiry?
No. Please do not include tax returns, Social Security numbers, payroll records, or confidential project files in the inquiry. Arrange an appropriate sharing method first.
Can I ask about a previous tax year?
Yes. Identify the years you want to discuss. Any potential claim requires review of the facts, records, applicable rules, and filing time limits with your tax team.
Does an initial inquiry commit us to an engagement?
An inquiry begins a conversation about your needs. The work, responsibilities, timing, and fees should be agreed before an engagement begins.