R&D Pre-Interview Questions - Business Incentive Credits

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Business Snapshot ~1 minute

Company Name Industry / Type of Business Primary Contact Name Email Phone (optional) Number of Employees

This helps us tailor follow-up questions to your business type.

Quick Qualifier ~1 minute

Between 2022–2024, did your business work on developing or improving any of these?

Products Processes Construction / Installation Methods Software / Internal Systems Equipment / Materials Service Delivery Custom Solutions Other Improvements

When you started, did you know exactly how it would turn out?

“No” or “Not sure” is common in qualifying projects.

2022 Projects (Brief answers are okay. Estimate costs.) 3 is preferred (2 is okay) • Problem → Solution → Costs

Fill all three boxes (Problem, Solution, Costs) for a project to count as “complete.”

Tip: Three projects is ideal, but if you only remember two right now, you can continue.

2023 Projects (Brief answers are okay. Estimate costs.) 3 is preferred (2 is okay) • Problem → Solution → Costs

Fill all three boxes (Problem, Solution, Costs) for a project to count as “complete.”

Tip: Three projects is ideal, but if you only remember two right now, you can continue.

2024 Projects (Brief answers are okay. Estimate costs.) 3 is preferred (2 is okay) • Problem → Solution → Costs

Fill all three boxes (Problem, Solution, Costs) for a project to count as “complete.”

Tip: Three projects is ideal, but if you only remember two right now, you can continue.

Cost Focus ~1 minute

For the projects you described, which costs were involved? (check all that apply)

W-2 employee wages Owner wages Outside contractors / engineers Materials or supplies consumed Prototypes / test builds Software / cloud tools Equipment used for testing Other

Roughly what % of work time went into these projects? (estimate)

Review & Submit ~30 seconds

Projects Summary Preview (this is what will be emailed)

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R&D Tax Credit – 10-Minute Questionnaire

Business Snapshot ~1 minute

Quick Qualifier ~1 minute

Cost Focus ~1 minute

Review & Submit ~30 seconds

Projects Summary Preview (this is what will be emailed)