R&D Tax Credit Application

Simplifying Business Tax Credits

Wealth Concierge Group is dedicated to helping small businesses take advantage of the R+D tax credits as well as other incentives available.

Simplify business tax credits.

Shield Advisory Group dedicates to helping small businesses take advantage of the R&D tax credit and other incentives available.

Let's start with your contact information.

Full Name *

Title / Role *

Phone *

Email *

Now, tell us about your business.

Company Name *

Company Address *

City *

State *

EIN *

Office Phone *

Is there more than one company owner?

Yes

First Owner

Second Company Owner

Third Company Owner

Fourth Company Owner

On the next slide, you will be requested to upload some documents. If you don't have them at hand, you can still complete the application and one of our representatives will get in touch with you to collect any missing documentation.

I consent to the use of the information requested and to be contacted in case there's missing information.

I agree.

Please Upload your Business Tax Returns for the Following years:

Tax Returns - 2020

Tax Returns - 2021

Tax Returns - 2022

Please Upload your Profit and Loss Statements for the Following years:

Profit and Loss - 2020

Profit and Loss - 2021

Profit and Loss - 2022

Please Upload your Balance Sheets for the Following years:

Balance Sheet - 2020

Balance Sheet - 2021

Balance Sheet - 2022

Please Upload your Tax Returns for the Following Years:

941 Report - 2020

941 Report - 2021

941 Report - 2022

Please upload your Employees and Independent Contractors Worksheet

If you don't have the worksheet, at the footer of this page you can download it!

Please upload your Employees and Independent Contractors Worksheet

Describe the research and development improvements you've made to your business. Include all processes of experimentation such as software, new techniques, inventions, revised processes and innovative formulas that you've discussed with our representatives.

Please list and explain expenses incurred related to this research and development concerning these development activities.