sourceadvisors.com
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34.27.171.174
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Submitted URL: https://marketing.sourceadvisors.com/acton/ct/43561/s-0931-2403/Bct/l-sf-cl-701TO000003EH2TYAW-1db1/l-sf-cl-701TO000003EH2TYAW-1db1:6...
Effective URL: https://sourceadvisors.com/calculator/?utm_term=Estimate%20Your%20Credit&utm_campaign=Estimating%20R%26D%20Tax%20Credits%20...
Submission: On May 11 via manual from US — Scanned from DE
Effective URL: https://sourceadvisors.com/calculator/?utm_term=Estimate%20Your%20Credit&utm_campaign=Estimating%20R%26D%20Tax%20Credits%20...
Submission: On May 11 via manual from US — Scanned from DE
Form analysis 4 forms found in the DOM
GET https://sourceadvisors.com
<form class="elementor-search-form" action="https://sourceadvisors.com" method="get" role="search">
<div class="elementor-search-form__container">
<label class="elementor-screen-only" for="elementor-search-form-6618296">Search</label>
<div class="elementor-search-form__icon">
<div class="e-font-icon-svg-container"><svg aria-hidden="true" class="e-font-icon-svg e-fas-search" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg">
<path
d="M505 442.7L405.3 343c-4.5-4.5-10.6-7-17-7H372c27.6-35.3 44-79.7 44-128C416 93.1 322.9 0 208 0S0 93.1 0 208s93.1 208 208 208c48.3 0 92.7-16.4 128-44v16.3c0 6.4 2.5 12.5 7 17l99.7 99.7c9.4 9.4 24.6 9.4 33.9 0l28.3-28.3c9.4-9.4 9.4-24.6.1-34zM208 336c-70.7 0-128-57.2-128-128 0-70.7 57.2-128 128-128 70.7 0 128 57.2 128 128 0 70.7-57.2 128-128 128z">
</path>
</svg></div> <span class="elementor-screen-only">Search</span>
</div>
<input id="elementor-search-form-6618296" placeholder="Search SA..." class="elementor-search-form__input" type="search" name="s" value="">
</div>
</form>GET https://sourceadvisors.com
<form class="elementor-search-form" action="https://sourceadvisors.com" method="get" role="search">
<div class="elementor-search-form__container">
<label class="elementor-screen-only" for="elementor-search-form-6618296">Search</label>
<div class="elementor-search-form__icon">
<div class="e-font-icon-svg-container"><svg aria-hidden="true" class="e-font-icon-svg e-fas-search" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg">
<path
d="M505 442.7L405.3 343c-4.5-4.5-10.6-7-17-7H372c27.6-35.3 44-79.7 44-128C416 93.1 322.9 0 208 0S0 93.1 0 208s93.1 208 208 208c48.3 0 92.7-16.4 128-44v16.3c0 6.4 2.5 12.5 7 17l99.7 99.7c9.4 9.4 24.6 9.4 33.9 0l28.3-28.3c9.4-9.4 9.4-24.6.1-34zM208 336c-70.7 0-128-57.2-128-128 0-70.7 57.2-128 128-128 70.7 0 128 57.2 128 128 0 70.7-57.2 128-128 128z">
</path>
</svg></div> <span class="elementor-screen-only">Search</span>
</div>
<input id="elementor-search-form-6618296" placeholder="Search SA..." class="elementor-search-form__input" type="search" name="s" value="">
</div>
</form><form class="cre-esti-form" id="new-estimator-form">
<div id="need-hide-on-not-eligible">
<input type="hidden" name="information" value="R&D Tax Credit">
<label for="Industry" class="sel-industry">Select an industry</label>
<select name="Industry" id="select-industry" class="rdform_input" required="">
<option disabled="" selected="">--Select--</option>
<option value=".27">Aerospace</option>
<option value=".10">Agricultural</option>
<option value=".12">Apparel</option>
<option value=".17">Architecture</option>
<option value=".21">Arms and Defense</option>
<option value=".30">Audio/Visual Technology</option>
<option value=".24">Automotive</option>
<option value=".18">Beauty</option>
<option value=".45">Biotechnology</option>
<option value=".15">Brewing</option>
<option value=".22">Chemicals</option>
<option value=".15">Construction</option>
<option value=".18">Consumer Products</option>
<option value=".17">Contract Manufacturing</option>
<option value=".17">Cosmetics</option>
<option value=".40">Cyber Security</option>
<option value=".50">Data Storage Hardware</option>
<option value=".21">Defense Technology</option>
<option value=".35">eCommerce</option>
<option value=".25">Electronics</option>
<option value=".55">Energy</option>
<option value=".20">Engineering</option>
<option value=".70">FinTech</option>
<option value=".10">Food and Beverage</option>
<option value=".20">Foundries</option>
<option value=".80">Gaming, AR, VR</option>
<option value=".65">High Tech</option>
<option value=".26">Industrial Equipment</option>
<option value=".14">IT Services</option>
<option value=".24">Machining/Metal Fabrication</option>
<option value=".24">Medical Devices</option>
<option value=".11">Mining</option>
<option value=".20">Oil & Gas</option>
<option value=".17">Other Manufacturing</option>
<option value=".21">Packaging</option>
<option value=".41">Pharmaceuticals</option>
<option value=".18">Plastic Injection Molding</option>
<option value=".22">Plastics</option>
<option value=".31">Robotics</option>
<option value=".24">SemiConductor</option>
<option value=".60">Software Development</option>
<option value=".20">Structural Engineering</option>
<option value=".23">Telecom</option>
<option value=".26">Tooling/Molds/Dies/Fixtures</option>
<option value=".16">Utilities</option>
<option value=".14">Winemaking</option>
</select>
<label for="buisness" class="estlabel1">Which of these apply to your business?</label>
<select name="name_x" class="rdform_input dropdown-business" id="calc-form" required="">
<option disabled="" selected="" value="bus-select">--Select--</option>
<option id="hiring" name="hiring" type="checkbox" value="hiring">Hire US-based engineers, developers, or scientists.</option>
<option id="creating" name="creating" type="checkbox" value="creating">Designs and develops product prototypes and/or software.</option>
<option id="improving" name="improving" type="checkbox" value="improving">Performs experimentation and validation on products, manufacturing processes, and/or software. </option>
<option value="None of the above." id="na" name="na" type="checkbox" onchange="checkbox_switcher()">None of the above.</option>
</select>
<div id="errorInPopup" class="error displayInlineBlock">Please select an item in the list</div>
<label for="Wages" class="Wagelabel">Enter Current Year Total Wages</label>
<input data-name="Payroll 2" data-type="currency" data-wf-focus-visible="false" id="Payroll-2" maxlength="256" name="Payroll-2" pattern="^\$\d{1,3}(,\d{3})*(\.\d+)?$" placeholder="$0,000,000" type="text" class="rdform_input" required="">
<div class="button" id="submit-button-new">
<input class="estimate-btn bton" type="button" value="Estimate" onclick="calculator()">
</div>
<div class="pls-fill-out-all" id="pls-fill-out-all-id">
<p>Please fill out all fields.</p>
</div>
</div>
<div id="not-elibigle-div">
<h3 class="not-elibigle-heading">Based on your responses, we believe that you are not currently eligible for the R&D tax credit.</h3>
<div>
<p class="see-how-much"><strong>Please check back with us if you perform any product or software development-related work in the future.</strong>
</p>
</div>
</div>
</form>POST /calculator/#gf_15
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_15" id="gform_15" action="/calculator/#gf_15" data-formid="15" novalidate="">
<div class="gform-body gform_body">
<div id="gform_fields_15" class="gform_fields top_label form_sublabel_above description_below validation_below">
<fieldset id="field_15_37" class="gfield gfield--type-name gfield--width-full gfield_contains_required field_sublabel_hidden_label gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_15_37">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Your Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_15_37">
<span id="input_15_37_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_37.3" id="input_15_37_3" value="" aria-required="true" placeholder="First Name" autocomplete="given-name">
<label for="input_15_37_3" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">First Name</label>
</span>
<span id="input_15_37_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_37.6" id="input_15_37_6" value="" aria-required="true" placeholder="Last Name" autocomplete="family-name">
<label for="input_15_37_6" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">Last Name</label>
</span>
</div>
</fieldset>
<fieldset id="field_15_2" class="gfield gfield--type-email gfield_contains_required field_sublabel_hidden_label gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_15_2">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Your Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_complex ginput_container ginput_container_email gform-grid-row" id="input_15_2_container">
<span id="input_15_2_1_container" class="ginput_left gform-grid-col gform-grid-col--size-auto">
<input class="" type="email" name="input_2" id="input_15_2" value="" placeholder="Enter Email" aria-required="true" aria-invalid="false" autocomplete="email">
<label for="input_15_2" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">Enter Email</label>
</span>
<span id="input_15_2_2_container" class="ginput_right gform-grid-col gform-grid-col--size-auto">
<input class="" type="email" name="input_2_2" id="input_15_2_2" value="" placeholder="Confirm Email" aria-required="true" aria-invalid="false" autocomplete="email">
<label for="input_15_2_2" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">Confirm Email</label>
</span>
<div class="gf_clear gf_clear_complex"></div>
</div>
</fieldset>
<div id="field_15_36" class="gfield gfield--type-phone gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_15_36"><label class="gfield_label gform-field-label" for="input_15_36">Your Phone Number<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_36" id="input_15_36" type="tel" value="" class="large" placeholder="(###) ###-####" aria-required="true" aria-invalid="false" autocomplete="tel"></div>
</div>
<div id="field_15_18" class="gfield gfield--type-select gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_15_18"><label class="gfield_label gform-field-label" for="input_15_18">State<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_18" id="input_15_18" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="">Select A State</option>
<option value="Alabama">Alabama</option>
<option value="Alaska">Alaska</option>
<option value="American Samoa">American Samoa</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="District of Columbia">District of Columbia</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Guam">Guam</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Northern Mariana Islands">Northern Mariana Islands</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Puerto Rico">Puerto Rico</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="U.S. Virgin Islands">U.S. Virgin Islands</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
<option value="Armed Forces Americas">Armed Forces Americas</option>
<option value="Armed Forces Europe">Armed Forces Europe</option>
<option value="Armed Forces Pacific">Armed Forces Pacific</option>
</select></div>
</div>
<div id="field_15_19" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_15_19"><label class="gfield_label gform-field-label" for="input_15_19">Company Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_19" id="input_15_19" type="text" value="" class="large" placeholder="Company Name" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_15_23" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_15_23"><label class="gfield_label gform-field-label" for="input_15_23">Company Website<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_23" id="input_15_23" type="text" value="" class="large" placeholder="Company Website" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_15_48" class="gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_15_48"><label class="gfield_label gform-field-label" for="input_15_48">What industry are you in?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_48" id="input_15_48" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="Select One">Select One</option>
<option value="Aerospace">Aerospace</option>
<option value="Agricultural">Agricultural</option>
<option value="Apparel">Apparel</option>
<option value="Architecture">Architecture</option>
<option value="Arms and Defense">Arms and Defense</option>
<option value="Audio/Visual Technology">Audio/Visual Technology</option>
<option value="Automotive">Automotive</option>
<option value="Beauty">Beauty</option>
<option value="Biotechnology">Biotechnology</option>
<option value="Brewing">Brewing</option>
<option value="Chemicals">Chemicals</option>
<option value="Construction">Construction</option>
<option value="Consumer Products">Consumer Products</option>
<option value="Contract Manufacturing">Contract Manufacturing</option>
<option value="Cosmetics">Cosmetics</option>
<option value="Cyber Security">Cyber Security</option>
<option value="Data Storage Hardware">Data Storage Hardware</option>
<option value="Defense Technology">Defense Technology</option>
<option value="eCommerce">eCommerce</option>
<option value="Electronics">Electronics</option>
<option value="Energy">Energy</option>
<option value="Engineering">Engineering</option>
<option value="FinTech">FinTech</option>
<option value="Food and Beverage">Food and Beverage</option>
<option value="Foundries">Foundries</option>
<option value="Gaming, Ar, VR">Gaming, Ar, VR</option>
<option value="High Tech">High Tech</option>
<option value="Industrial Equipment">Industrial Equipment</option>
<option value="IT Services">IT Services</option>
<option value="Machining/Metal Frabrication">Machining/Metal Frabrication</option>
<option value="Medical Devices">Medical Devices</option>
<option value="Mining">Mining</option>
<option value="Oil and Gas">Oil and Gas</option>
<option value="Other Manufacturing">Other Manufacturing</option>
<option value="Packaging">Packaging</option>
<option value="Pharmaceuticals">Pharmaceuticals</option>
<option value="Plastic Injection Molding">Plastic Injection Molding</option>
<option value="Plastics">Plastics</option>
<option value="Robotics">Robotics</option>
<option value="SemiConductor">SemiConductor</option>
<option value="Software Development">Software Development</option>
<option value="Structural Engineering">Structural Engineering</option>
<option value="Telecom">Telecom</option>
<option value="Tooling/Molds/Dies/Fixtures">Tooling/Molds/Dies/Fixtures</option>
<option value="Utilities">Utilities</option>
<option value="Winemaking">Winemaking</option>
<option value="Other">Other</option>
</select></div>
</div>
<div id="field_15_50" class="gfield gfield--type-text gfield--width-full field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_15_50"><label
class="gfield_label gform-field-label" for="input_15_50">Specify what other industry?</label>
<div class="ginput_container ginput_container_text"><input name="input_50" id="input_15_50" type="text" value="" class="large" placeholder="Other Industry" aria-invalid="false"> </div>
</div>
<fieldset id="field_15_26" class="gfield gfield--type-radio gfield--type-choice gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_15_26">
<legend class="gfield_label gform-field-label">Are You A Tax Professional?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_15_26">
<div class="gchoice gchoice_15_26_0">
<input class="gfield-choice-input" name="input_26" type="radio" value="Yes" id="choice_15_26_0" onchange="gformToggleRadioOther( this )">
<label for="choice_15_26_0" id="label_15_26_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_15_26_1">
<input class="gfield-choice-input" name="input_26" type="radio" value="No" id="choice_15_26_1" onchange="gformToggleRadioOther( this )">
<label for="choice_15_26_1" id="label_15_26_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
<div id="field_15_27" class="gfield gfield--type-select gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_15_27"><label class="gfield_label gform-field-label" for="input_15_27">How Did You Hear About Us?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_27" id="input_15_27" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected">Select An Option</option>
<option value="Search Engine">Search Engine</option>
<option value="Friend">Recommended By A Friend of Colleague</option>
<option value="Client">Recommended By Current Client</option>
<option value="Social Media">Social Media</option>
<option value="Blog">Blog or Publication</option>
<option value="Podcast">Podcast</option>
<option value="Webinar">Webinar</option>
<option value="Networking">Networking Event</option>
<option value="CPA Firm">Referral From CPA Firm</option>
<option value="Other">Other</option>
</select></div>
</div>
<div id="field_15_28" class="gfield gfield--type-select gfield--width-full field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_15_28"><label
class="gfield_label gform-field-label" for="input_15_28">Search Engine</label>
<div class="ginput_container ginput_container_select"><select name="input_28" id="input_15_28" class="large gfield_select" aria-invalid="false">
<option value="" selected="selected">Select Search Engine</option>
<option value="Google">Google</option>
<option value="Yahoo">Yahoo</option>
<option value="Bing">Bing</option>
<option value="DuckDuckGo">DuckDuckGo</option>
<option value="Ask.com">Ask.com</option>
<option value="Baidu">Baidu</option>
<option value="Dogpile">Dogpile</option>
<option value="Ecosia">Ecosia</option>
<option value="Excite">Excite</option>
<option value="Gigablast">Gigablast</option>
<option value="HotBot">HotBot</option>
<option value="Lycos">Lycos</option>
<option value="MetaCrawler">MetaCrawler</option>
<option value="Mojeek">Mojeek</option>
<option value="Petal Search">Petal Search</option>
<option value="Qwant">Qwant</option>
<option value="Searx">Searx</option>
<option value="Sogou">Sogou</option>
<option value="Startpage">Startpage</option>
<option value="Swisscows">Swisscows</option>
<option value="WebCrawler">WebCrawler</option>
<option value="Yandex Search">Yandex Search</option>
<option value="Yippy">Yippy</option>
<option value="Youdao">Youdao</option>
</select></div>
</div>
<div id="field_15_30" class="gfield gfield--type-text gfield--width-full field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_15_30"><label
class="gfield_label gform-field-label" for="input_15_30">Client Name</label>
<div class="ginput_container ginput_container_text"><input name="input_30" id="input_15_30" type="text" value="" class="large" placeholder="Client Name" aria-invalid="false"> </div>
</div>
<div id="field_15_34" class="gfield gfield--type-text gfield--width-half field_sublabel_above gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_15_34"><label
class="gfield_label gform-field-label" for="input_15_34">CPA Firm Name</label>
<div class="ginput_container ginput_container_text"><input name="input_34" id="input_15_34" type="text" value="" class="large" placeholder="CPA Firm Name" aria-invalid="false"> </div>
</div>
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Menu R&D Tax Credit Map R&D Tax Credit Calculator GOAT.tax Client Portals | Login R&D Tax Credit Map R&D Tax Credit Calculator GOAT.tax Client Portals | Login Search Search Menu Services Insights About Us Services * R&D Tax Credits Menu * R&D Tax Credits Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses * Cost Segregation Menu * Cost Segregation For companies that own commercial real estate, multifamily housing, or tenant improvements * 45L Tax Credits Menu * 45L Tax Credits Offset the costs associated with building energy efficient properties with these tax credits * 179D Tax Deductions Menu * 179D Tax Deductions Leverage your green building tax deductions * LIFO Menu * LIFO Generate cash by leveraging existing inventory for profit * Energy Consulting Menu * Energy Consulting Energy Solutions for Commercial and Residential Properties * State and Local Tax Menu * State and Local Tax Ensure compliance and maximize profits while minimizing losses * Section 174 Amortization Menu * Section 174 Amortization Request an enhanced R&D tax credit study to offset amortized tax liability * UK R&D Tax Credits Menu * UK R&D Tax Credits R&D tax credits for businesses based in the UK * Automated R&D Tax Credit Software Menu * Automated R&D Tax Credit Software Automate your R&D tax credits with GOAT.tax * CPA Services Menu * CPA Services Achieve More for Your Clients Insights OUR LATEST INSIGHTS 174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 Brian Coddington January 5, 2024 174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the Service released both Notice 2024-12 and A CPA’S BASIC GUIDE TO SALT REQUIREMENTS Benjamin Kluwgant January 22, 2024 State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax LIFO VS. FIFO: CHOOSING THE RIGHT INVENTORY IDENTIFICATION METHOD Karen Koch, CPA, MT March 4, 2024 Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability, * Resources and Tax News * Resources and Tax News Stay informed and educated with our Case Studies, Tax News, Service Line Collateral, and Sample Tax Forms * Industries We Serve * Industries We Serve Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses * Events and Webinars Menu * Events and Webinars Upcoming conferences, workshops, and webinars * Blogs Menu * Blogs Explore articles written by industry leaders on all our service lines About Us OUR INDUSTRY LEADERS * Deborah Roth Menu * Deborah Roth R&D Tax Credit * Greg Bryant Menu * Greg Bryant Cost Segregation * Imran Syed Menu * Imran Syed Energy Efficiency Tax Credit * Brian Coddington Menu * Brian Coddington Tax Law and Regulations * Meet Our Team Menu * Meet Our Team Our people are our greatest asset. * Careers Menu * Careers Join the Source Advisors family! Check out our open positions. * Pay it Forward Menu * Pay it Forward Community outreach and philanthropy. * News Menu * News Company updates and press releases Menu Contact Us Contact Us Menu R&D Tax Credit Map R&D Tax Credit Calculator GOAT.tax Client Portals | Login R&D Tax Credit Map R&D Tax Credit Calculator GOAT.tax Client Portals | Login Search Search Menu Services Insights About Us Services * R&D Tax Credits Menu * R&D Tax Credits Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses * Cost Segregation Menu * Cost Segregation For companies that own commercial real estate, multifamily housing, or tenant improvements * 45L Tax Credits Menu * 45L Tax Credits Offset the costs associated with building energy efficient properties with these tax credits * 179D Tax Deductions Menu * 179D Tax Deductions Leverage your green building tax deductions * LIFO Menu * LIFO Generate cash by leveraging existing inventory for profit * Energy Consulting Menu * Energy Consulting Energy Solutions for Commercial and Residential Properties * State and Local Tax Menu * State and Local Tax Ensure compliance and maximize profits while minimizing losses * Section 174 Amortization Menu * Section 174 Amortization Request an enhanced R&D tax credit study to offset amortized tax liability * UK R&D Tax Credits Menu * UK R&D Tax Credits R&D tax credits for businesses based in the UK * Automated R&D Tax Credit Software Menu * Automated R&D Tax Credit Software Automate your R&D tax credits with GOAT.tax * CPA Services Menu * CPA Services Achieve More for Your Clients Insights OUR LATEST INSIGHTS 174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 Brian Coddington January 5, 2024 174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the Service released both Notice 2024-12 and A CPA’S BASIC GUIDE TO SALT REQUIREMENTS Benjamin Kluwgant January 22, 2024 State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax LIFO VS. FIFO: CHOOSING THE RIGHT INVENTORY IDENTIFICATION METHOD Karen Koch, CPA, MT March 4, 2024 Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability, * Resources and Tax News * Resources and Tax News Stay informed and educated with our Case Studies, Tax News, Service Line Collateral, and Sample Tax Forms * Industries We Serve * Industries We Serve Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses * Events and Webinars Menu * Events and Webinars Upcoming conferences, workshops, and webinars * Blogs Menu * Blogs Explore articles written by industry leaders on all our service lines About Us OUR INDUSTRY LEADERS * Deborah Roth Menu * Deborah Roth R&D Tax Credit * Greg Bryant Menu * Greg Bryant Cost Segregation * Imran Syed Menu * Imran Syed Energy Efficiency Tax Credit * Brian Coddington Menu * Brian Coddington Tax Law and Regulations * Meet Our Team Menu * Meet Our Team Our people are our greatest asset. * Careers Menu * Careers Join the Source Advisors family! Check out our open positions. * Pay it Forward Menu * Pay it Forward Community outreach and philanthropy. * News Menu * News Company updates and press releases Menu Contact Us Contact Us TRY OUR R&D TAX CREDIT CALCULATOR. See how much you qualify to receive from the IRS. Your projected credit is Select an industry --Select-- Aerospace Agricultural Apparel Architecture Arms and Defense Audio/Visual Technology Automotive Beauty Biotechnology Brewing Chemicals Construction Consumer Products Contract Manufacturing Cosmetics Cyber Security Data Storage Hardware Defense Technology eCommerce Electronics Energy Engineering FinTech Food and Beverage Foundries Gaming, AR, VR High Tech Industrial Equipment IT Services Machining/Metal Fabrication Medical Devices Mining Oil & Gas Other Manufacturing Packaging Pharmaceuticals Plastic Injection Molding Plastics Robotics SemiConductor Software Development Structural Engineering Telecom Tooling/Molds/Dies/Fixtures Utilities Winemaking Which of these apply to your business? --Select-- Hire US-based engineers, developers, or scientists. Designs and develops product prototypes and/or software. Performs experimentation and validation on products, manufacturing processes, and/or software. None of the above. Please select an item in the list Enter Current Year Total Wages Please fill out all fields. BASED ON YOUR RESPONSES, WE BELIEVE THAT YOU ARE NOT CURRENTLY ELIGIBLE FOR THE R&D TAX CREDIT. Please check back with us if you perform any product or software development-related work in the future. ESTIMATOR CONTACT FORM Estimator Form "*" indicates required fields Your Name* First Name Last Name Your Email Address* Enter Email Confirm Email Your Phone Number* State* Select A StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific Company Name* Company Website* What industry are you in?* Select OneAerospaceAgriculturalApparelArchitectureArms and DefenseAudio/Visual TechnologyAutomotiveBeautyBiotechnologyBrewingChemicalsConstructionConsumer ProductsContract ManufacturingCosmeticsCyber SecurityData Storage HardwareDefense TechnologyeCommerceElectronicsEnergyEngineeringFinTechFood and BeverageFoundriesGaming, Ar, VRHigh TechIndustrial EquipmentIT ServicesMachining/Metal FrabricationMedical DevicesMiningOil and GasOther ManufacturingPackagingPharmaceuticalsPlastic Injection MoldingPlasticsRoboticsSemiConductorSoftware DevelopmentStructural EngineeringTelecomTooling/Molds/Dies/FixturesUtilitiesWinemakingOther Specify what other industry? Are You A Tax Professional?* Yes No How Did You Hear About Us?* Select An OptionSearch EngineRecommended By A Friend of ColleagueRecommended By Current ClientSocial MediaBlog or PublicationPodcastWebinarNetworking EventReferral From CPA FirmOther Search Engine Select Search EngineGoogleYahooBingDuckDuckGoAsk.comBaiduDogpileEcosiaExciteGigablastHotBotLycosMetaCrawlerMojeekPetal SearchQwantSearxSogouStartpageSwisscowsWebCrawlerYandex SearchYippyYoudao Client Name CPA Firm Name CPA Contact Name I would like to opt into the Source Advisors mailing list Opt In By entering your email address, you agree to receive more information from Source Advisors in accordance with our privacy policy. CAPTCHA HOW TO USE THE R&D TAX CREDIT CALCULATOR Determine the estimated amount of R&D tax credit you’re eligible for from the previous tax year in three easy steps: 1. Select your industry 2. Select the criteria that apply to your business 3. Enter the total payroll amount from the previous tax year WHAT IS THE R&D TAX CREDIT? The R&D tax credit can provide significant savings on expenses incurred for qualifying activities and qualified research expenses. It is a dollar-for-dollar credit against taxes owed or taxes paid. It was initially created to incentivize US-based research and development activity. Through the Protecting Americans from Tax Hikes (PATH) Act in 2015, the R&D tax credit was extended to startups and small business groups. The benefits include: INCREASE CASH FLOW REDUCING YOUR FEDERAL TAX RATE FEDERAL AND STATE DOLLAR-FOR-DOLLAR INCOME TAX REDUCTION CLAIM CREDIT FOR AN OPEN TAX YEAR GOING BACK 3 TO 4 YEARS WHICH COMPANIES QUALIFY? Companies of any size that perform qualified activities are eligible for R&D tax credits WHICH ACTIVITIES QUALIFY? The following sample activities qualify for the R&D tax credits: * Creating improved products, processes, formulas, software, and techniques * Automating or improving internal manufacturing processes * Designing tools, jigs, fixtures, and molds * Integrating new equipment * Development of software and firmware * Mobile application development * Internet of Things (IoT) development * Development of data center, big data, and data mining tools * Integration of APIs and other technologies * Manufacturing new or improved products * Developing prototypes, first articles, models * Evaluation of alternative materials * Development of firmware * Network hardware and software development and optimization * Developing simulators WHICH INDUSTRIES QUALIFY? * Aerospace * Tool & Die * Metal Fabrication * Plastics/Injection Molding * Consumer Products * Manufacturing * Architecture & Engineering * Food & Beverage * Financial Services * Mortgage & Banking * Construction/MEP * Software Development * Chemical * Contract Manufacturing * Pharma * Oil and Gas * Blockchain Development * Game Development * Any industry that develops or improves processes or products CAN START-UP BUSINESSES AND SMALL BUSINESS OFFSET PAYROLL TAXES? Yes. For 2016 and subsequent tax years, businesses can use their R&D tax credits to offset payroll tax providing they meet the following requirements: * Gross receipts 1 for 5 years or less, which means total revenue returns and allowances, including all amounts received for services, income from investments, bank interest, and all other incidental or outside sources. * Less than $5 million in gross receipts in the year the R&D credit is claimed * Qualifying research activities and expenditures Note: For a company wishing to use its 2017 R&D tax credits to offset its payroll tax in 2018, it could not have had any gross receipts prior to 2013. This calculator has been developed utilizing data from a variety of studies conducted in the industries listed. This is only an approximation based on a variety of assumptions and should be treated as such. Your company may also qualify for a state benefit. Click here for a map of state credits. HOW WE CAN HELP? At Source Advisors, our team of experienced CPAs, attorneys, engineers, and technology experts helps companies save money and create cash flow with R&D tax credits that can help drive overall growth. Contact Us Today CONTACT INFO 4150 International Plaza Suite 650 Fort Worth, TX 76109 * Email: info@sourceadvisors.com * Phone: 817.732.5494 Facebook-f Linkedin Tiktok Youtube SERVICES * R&D Tax Credits * Cost Segregation * 179D * 45L Tax Credits * Business Asset Recovery * State & Local Tax * LIFO * Employee Retention Credit * GOAT.Tax ABOUT US * Meet the Team * Why Source Advisors * Pay It Forward * Careers * Contact Us * Privacy Policy RESOURCES * Estimate Your Credit * Events * Blogs * News * FAQs CONTACT INFO 4150 International Plaza Suite 650 Fort Worth, TX 76109 * Email: info@sourceadvisors.com * Phone: 817.732.5494 Facebook-f Linkedin Tiktok Youtube SERVICES * R&D Tax Credits * Cost Segregation * 45L Tax Credits * 179D Tax Deductions * Section 174 Amortization * State & Local Tax * LIFO * Employee Retention Credit * GOAT.Tax ABOUT US * Meet Our Team * Why Source Advisors * Pay It Forward * Careers * Contact Us * Privacy Policy * CPE Policy RESOURCES * Estimate Your Credit * Events * Blogs * News * Employee Access CONTACT INFO 4150 International Plaza Suite 650 Fort Worth, TX 76109 * Email: info@sourceadvisors.com * Phone: 817.732.5494 Facebook-f Linkedin Tiktok Youtube * Visit Our UK Website SERVICES * R&D Tax Credits * Cost Segregation * 45L Tax Credits * 179D Tax Deductions * Section 174 Amortization * State & Local Tax * LIFO * Energy Consulting * GOAT.Tax ABOUT US * Meet Our Team * Why Source Advisors * Pay It Forward * Careers * Contact Us * Privacy Policy * CPE Policy RESOURCES * Estimate Your Credit * Events * Blogs * News * Employee Access Also of Interest * Sales and Use Tax Consulting * State and Local Taxes * LIFO Accounting Notifications