Simple Process


Step 1: Qualify

The tax rules state that to qualify your research activities you must pass the 4-part test.

Our wizard tool guides you to easily determine which of your projects qualify and explain the ones that don't.


Step 2: Track

The tax rules state that to qualify for the tax credit you must track your qualified research expenses ("QRE"). 

Our tracking tool tags employees, contractors, and supplies to R&D projects and tracks the your total qualified dollars.


Step 3: Claim

The tax rules provide many forms and instructions on how to calculate and claim the R&D tax credit.

Our calculator maximizes your R&D tax credit claim and pre-populates the tax forms that you can hand to accountant.