Disclaimer

Important Disclaimer

This platform is provided solely as a decision-support, calculation, and documentation aid. It is not a tax return preparation service and does not provide legal, tax, or accounting advice. The platform uses information entered by the user to estimate potentially qualified research expenses (QREs), calculate a potential federal research credit, and generate supporting outputs, including a pro forma Form 6765, for informational purposes only. All outputs are preliminary and depend entirely on the completeness and accuracy of user-provided data, assumptions, classifications, and allocations.

The federal research credit is highly fact-specific and subject to detailed statutory, regulatory, and administrative requirements. Whether any activity, expense, or project qualifies for the credit depends on the taxpayer's particular facts and circumstances, including the availability of adequate substantiation. Use of this platform does not guarantee eligibility for the credit, acceptance of any position by the IRS or any state taxing authority, or the allowance of any claimed tax benefit on examination.

This platform does not evaluate all legal, tax, accounting, payroll, nexus, apportionment, or state-specific issues that may affect a taxpayer's reporting position. State and local treatment of research credits, software fees, and related tax matters varies by jurisdiction and is not addressed by this platform. All outputs should be independently reviewed by a qualified tax professional before being used for tax reporting, financial reporting, or filing purposes.

Use of this platform does not create an attorney-client, accountant-client, fiduciary, or other professional-client relationship. The user remains solely responsible for all return positions, elections, substantiation, filings, payments, and compliance obligations.