R&D Eligibility Checker
Answer eight questions about your work and get an indicative read on whether it meets the four-part test.
Open Tool →Eligibility tools
Test Your Position Before You Commit to a Claim
Indicative tools that use the same logic our specialists apply in scoping. They are a starting point, not tax advice.
Tax Credit Qualification Wizard
Walk through entity type, state, payroll and spending to see which federal and state routes are likely open to you.
Open Tool →Eligibility & Documentation Checklists
Two working checklists: what makes a business eligible, and what evidence a claim needs to survive examination.
Open Tool →Schedule a Teleconference
A scoping conversation clarifies exposure, open IDRs, and whether readiness or active defense is the priority.