R&D Eligibility Checker
Answer eight questions about your research activities to receive an indicative assessment of how they may align with the four-part test.
Open Tool →Eligibility tools
Explore Your R&D Credit Position
Indicative tools designed to help you evaluate key factors relevant to an R&D tax credit claim. They are intended as a starting point for general information and do not constitute tax advice or a determination of eligibility.
Tax Credit Qualification Wizard
Review entity type, state, payroll, and spending information to identify potentially relevant federal and state R&D credit programs for further review.
Open Tool →Eligibility & Documentation Checklists
Two practical checklists covering key eligibility considerations and common documentation used to support an R&D tax credit claim during preparation or examination.
Open Tool →Schedule a Teleconference
A scoping conversation clarifies exposure, open IDRs, and whether readiness or active defense is the priority.