R&D Tax Credit Consultation

Find out if you qualify before you spend a dime on a study.

Fred Lundin CPA offers a specialized R&D Tax Credit Consultation Meeting for business owners who think they might qualify for Section 41 tax incentives but aren't sure if the math works in their favor. A full R&D Tax Credit Study is a rigorous, time-consuming process. This consultation is the diagnostic step that comes first. In this focused virtual session, we review your activities against the IRS "Four-Part Test" to determine eligibility and perform a high-level estimation of your potential tax savings.

We act as your feasibility partners. We look at your payroll, your contractor expenses, and your project list to answer two critical questions: "Do I qualify?" and "Is the potential credit large enough to justify the cost of a full study?" You leave this meeting with a clear "Go/No-Go" decision and a rough estimate of your Return on Investment (ROI), ensuring you only proceed with a full R&D study if it makes financial sense for your business.