Assessment

The purpose of this tool is not to provide you with a definitive answer as to whether you should pursue the R&D Tax Credit, it is meant to help educate you about the important factors and criteria that determine a company's R&D Tax Credit opportunities. Your anonymous answers may assist in determining whether you should explore the R&D Tax Credit and if there is an opportunity for your company to recover cash and reduce future liabilities.

Your Name:
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Your Company:
* required
1. Are you utilizing the R&D Tax Credit?
Yes
No
I don't Know.  I would like to learn more about it.
2. Which of the following best describes the nature of your business?
Manufacture a product?
Develop software, technology or intellectual property?
Provide engineering services?
3. Does your company attempt to develop new products or improve existing products?
All the time
Frequently
Sometimes
Rarely
4. Does your company develop new processes and/or improve existing processes associated with the development and manufacture of your products?
Yes
No
5. Does your company engage other companies or contractors to design, develop, or improve products, components, software, or manufacturing processes?
Yes
No
6. Has your company paid income taxes in ANY of the last 3 years? (select one)
Yes
No
7. Do you expect your company to be profitable in the current year?
Yes
No
8. Does/Has your company… (check all that apply)
Have Product, Process, or Manufacturing Engineers?
Applied for and/or received patents in the last three years?
Have a R&D, Product Development, or Design Department?
9. What is your company's approximate annual payroll?
$0 - 250K
$250 - 500K
$500K - 1M
More than $1M
10. What is your company's approximate annual revenue?
$0 - 2.5M
$2.5 - 5M
More than $5M