Let's Start the Conversation
Organizations engaged in product development, process improvement, or technology innovation often hear about R&D tax incentives—but it’s not always clear whether their activities qualify, how credits apply, or whether claiming them is worth exploring.
This short intake form helps us gather basic context so we can have a more informed conversation about whether R&D tax incentives may be relevant to your organization.
Request a R&D Tax Incentives Conversation
Your responses help us understand your situation and prepare for a discussion.
Submitting this form does not trigger an assessment, analysis, or automated result.
What This Intake Is Designed to Do
This intake form is intentionally simple. It exists to:
- Gather high level context about your operations and activities
- Understand the nature of your R&D related questions
- Prepare for a productive conversation
- Avoid asking you to determine eligibility on your own
Who This Intake Is For
This R&D tax incentives consultation intake is commonly used by:
- CFOs and finance leaders overseeing tax strategy
- Tax and accounting teams exploring credit opportunities
- Organizations investing in development or improvement efforts
- Leadership teams seeking clarity before taking next steps
Who We Are
Eide Bailly is a nationally ranked accounting and advisory firm bringing financial, operational, and technical solutions to middle market and high-growth organizations.
