How It Works

Calculator to documents in four steps. No calls, no meetings.

1. Estimate your credit

Use the free calculator on our homepage to answer a few questions about your business. In two to three minutes, you will see whether your activities likely qualify for the federal R&D tax credit under IRC Section 41 and get a preliminary credit estimate.

No account is required.

2. Create an account and upload your records

If the estimate looks promising, create an account and start a claim for your tax year. The platform will ask you to upload:

• Payroll records — W-2 summaries or payroll reports for employees involved in qualifying activities
• Project details — descriptions of the products, processes, or software your team developed or improved
• Contractor invoices — payments to outside firms performing qualified research on your behalf
• Supply records — costs of materials consumed during research activities

The platform tells you exactly what to upload and in what format. You do not need to pre-sort or organize anything — the software extracts the relevant data automatically.

3. Calculate your credit

Once your records are uploaded, the platform:

• Identifies which employees, projects, and expenses qualify as Qualified Research Expenses (QREs) under IRC Section 41(b)
• Computes your credit under your selected calculation method
• Flags anything that needs your clarification before the documents can be finalized

You review the results, confirm your allocations, and submit.

4. Receive your documents

After submission, the platform generates three deliverables:

• IRS Form 6765 — pre-filled with your qualified research expenses, ready to file with your tax return
• Technical Narrative Report — a detailed analysis of each R&D project describing how it meets the IRS four-part test
• Finalization Letter — a summary of your claim with credit calculations, methodology used, and next steps

Hand these to your accountant or tax preparer. The Form 6765 attaches to your federal return; the Technical Narrative and Finalization Letter are your substantiation file in case of examination.

What makes this different

Traditional R&D tax credit studies involve weeks of consultant interviews and spreadsheet exchanges. Our platform automates the data collection, calculation, and document generation. You upload your records, and the software handles the rest.

Our software and methodology have been vetted by a licensed CPA.

Ready to see if you qualify? Estimate your credit now — it takes about three minutes.