STEP 1:

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Bankruptcy

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Import, Export, Customs

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STEP 1:

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Business Formation

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STEP 1:

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Non-Disclosure Agreement (NDA)

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STEP 1:

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Cash Flow Analysis

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Business Information

Informs the service provider from a high level the potential needs of your business

Currently

In a year, approximately

Entity Information

Entity information is important to understand the structure of the business for compliance purposes and to prevent commingling business and personal.

e.g. 2018

Did the company raise equity?

Tax Information

Basic tax information is important because the bookkeeping feeds into a company's accounting. The accounting then feeds into the company's tax filing. So the bookkeeping should assist and not conflict with the tax filing requirements.

Does the business file taxes on a

Does or should the business file income taxes in the U.S.?

Has the business filed 2025 U.S. income taxes?

If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i

If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i

Operations Information

Important to understand the nature of the transactions to be recorded.

Give it your best guess

Is there inventory?

Current Financial Practices

Important to determine whether a provider is a good match as well as onboarding requirements.

Who currently does your business's bookkeeping?

Does the business' accounting on a

What bookkeeping or accounting software does the business use?

How often are the books closed?

Give it your best guess

Give it your best guess

Give it your best guess

What payroll software does the business use?

Does the business use online payment systems (e.g. PayPal, Stripe, Apple Pay, Venmo, etc.)

Document Availability

A service provider will need past documents to ensure current compliance.

Does your business have copies of prior tax returns?

Does your business have copies of organizational and incorporating documents?

Can the business provide the Capital Table (e.g. Cap Table)?

Engagement Information

Specify what your business needs.

Need the service provider to prepare invoices?

Need the service provider to pay bills?

Need the service provider to report sales tax?

e.g. Email, Slack, Text, Video Conferencing, etc.

Related Services

Submit multiple RFPs to bundle multiple services with one provider.

In addition to Bookkeeping, does this business also want:

Financial Accounting RFP


Tax Accounting RFP


Tax Preparation RFP


Cash Flow Analysis RFP

Additional Notes

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.

Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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STEP 1:

Answer Below Questions For Anonymous Common RFP for

Virtual or Fractional CFO (Chief Financial Officer)

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STEP 1:

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Financial Reporting

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STEP 1:

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Bookkeeping

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Business Information

Informs the service provider from a high level the potential needs of your business

Currently

In a year, approximately

Entity Information

Entity information is important to understand the structure of the business for compliance purposes and to prevent commingling business and personal.

e.g. 2018

Did the company raise equity?

Tax Information

Basic tax information is important because the bookkeeping feeds into a company's accounting. The accounting then feeds into the company's tax filing. So the bookkeeping should assist and not conflict with the tax filing requirements.

Does the business file taxes on a

Does or should the business file income taxes in the U.S.?

Has the business filed 2025 U.S. income taxes?

If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i

If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i

Operations Information

Important to understand the nature of the transactions to be recorded.

Give it your best guess

Is there inventory?

Current Financial Practices

Important to determine whether a provider is a good match as well as onboarding requirements.

Who currently does your business's bookkeeping?

Does the business' accounting on a

What bookkeeping or accounting software does the business use?

How often are the books closed?

Give it your best guess

Give it your best guess

Give it your best guess

What payroll software does the business use?

Does the business use online payment systems (e.g. PayPal, Stripe, Apple Pay, Venmo, etc.)

Document Availability

A service provider will need past documents to ensure current compliance.

Does your business have copies of prior tax returns?

Does your business have copies of organizational and incorporating documents?

Can the business provide the Capital Table (e.g. Cap Table)?

Engagement Information

Specify what your business needs.

Need the service provider to prepare invoices?

Need the service provider to pay bills?

Need the service provider to report sales tax?

e.g. Email, Slack, Text, Video Conferencing, etc.

Related Services

Submit multiple RFPs to bundle multiple services with one provider.

In addition to Bookkeeping, does this business also want:

Financial Accounting RFP


Tax Accounting RFP


Tax Preparation RFP


Cash Flow Analysis RFP

Additional Notes

Questions For The Provider

Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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Providers can update or contribute to this RFP by filling out this FORM or contacting us directly HERE.

 

You can create the RFP now but must be logged in to request proposals.

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STEP 1:

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Forensic Accounting

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STEP 1:

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Financial Audit

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STEP 1:

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Information Systems Audit

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Commercial Property Value Reassessment & Appeal

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Transfer Pricing

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Employment Contract Drafting

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STEP 1:

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179D Energy Efficiency Tax Deduction

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Is Your Business Eligible?

Let's see if your business is eligible for this service before wasting your time with unnecessary questions.
Helpful Documents

Does or should the business file income taxes in the U.S.?i

Does your business create technical specifications for new constructions, retrofits, or building addition projects for energy efficient PUBLIC property? Example companies may include Architecture or Engineering companies.

Only include properties for which the business possesses a full set of drawings including mechanical specifications.

Before continuing, it is recommended to contact the public/government owner of each property accounted for above and ask the proper authority if they would be willing to agree to transfer their unused 179D deduction to your business. If not, do not include the building in the number above. Following this recommendation will result in a more accurate proposal and less time wasted.

Does the business own any COMMERCIAL buildings in the U.S. placed into service after December 31, 2005 that have not received the 179D energy deduction?

In the next 12 months, does the business plan on owning any additional commercial buildings placed into service after December 31, 2005?

NOT ELIGIBLE AT THIS TIME.

Business Information

Helpful Documents

If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i

BUSINESS MUST BE ABLE TO PROVIDE THE NAME OF THE COMPANY'S REPRESENTATIVE TO FILE THE TAX RETURN AND RECEIVE THE BENEFITS OF THIS SERVICE.

Building Information

The number of rows is determined by the number of buildings you own or will own. Fill in the blank cells of the table with the information called for in the column header.

Service Location

Choose service area(s). To select multiple, CTRL + Click

Additional Notes

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.
Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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You can create the RFP now but must be logged in to request proposals.

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Providers can update or contribute to this RFP by filling out this FORM or contacting us directly HERE.

 

STEP 1:

Answer Below Questions For Anonymous Common RFP for

Cost Segregation

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Is Your Business Eligible?

Let's see if your business is eligible for this service before wasting your time with unnecessary questions.
Helpful Documents

Does or should the business file income taxes in the U.S.?i

Does the business own any buildings that have not been cost segregated?

Does the business plan on building or purchasing any buildings in the next 12 months?

Business Information

Helpful Documents

If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i

NOT ELIGIBLE AT THIS TIME.

Building Information

The number of rows is determined by the number of buildings you own or will own. Fill in the blank cells of the table with the information called for in the column header.

Service Location(s)

Choose service area(s). To select multiple, CTRL + Click

Additional Notes

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.
Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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You can create the RFP now but must be logged in to request proposals.

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Providers can update or contribute to this RFP by filling out this FORM or contacting us directly HERE.

 

STEP 1:

Answer Below Questions For Anonymous Common RFP for

IRS Account Monitoring

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Is Your Business Eligible?

Let's see if your business is eligible for this service before wasting your time with unnecessary questions.
Helpful Documents

Does or should the business file income taxes in the U.S.?i
If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i
Can the business provide the business's EIN, Company Name, and Company Address?i

NOT ELIGIBLE AT THIS TIME.

Tax filing Information

Helpful Documents

Does the business also want its tax records searched for Penalty Abatement Opportunities? Learn more

Tax History On Available Service Years

Instructions: CHECK TABLE FOR ACCURACY. This table is populated based on the information above. Please correct either the Tax Year, Legal Entity type, or Subject to BBA as needed. Once this section is accurate, move to the next Section.

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.

Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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You can create the RFP now but must be logged in to request proposals.

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Providers can update or contribute to this RFP by filling out this FORM or contacting us directly HERE.

 

STEP 1:

Answer Below Questions For Anonymous Common RFP for

IRS Penalty Abatement

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Is Your Business Eligible?

Let's see if your business is eligible for this service before wasting your time with unnecessary questions.
Helpful Documents

Does or should the business file income taxes in the U.S.?i
Since 2001, the business has . . . .
If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i
Can the business provide the business's EIN, Company Name, and Company Address?i

NOT ELIGIBLE AT THIS TIME.

Tax filing Information

Helpful Documents

Does the business also want its IRS account monitored to for advanced audit detection and penalty and fee prevention?i

Tax History On Available Service Years

Instructions: CHECK TABLE FOR ACCURACY. This table is populated based on the information above. Please correct either the Tax Year, Legal Entity type, or Subject to BBA as needed. Once this section is accurate, move to the next Section.

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.

Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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You can create the RFP now but must be logged in to request proposals.

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Providers can update or contribute to this RFP by filling out this FORM or contacting us directly HERE.

 

STEP 1:

Answer Below Questions For Anonymous Common RFP for

R&D Tax Credit

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Is Your Business Eligible?

Let's see if your business is eligible for this service before wasting your time with unnecessary questions.
Helpful Documents

Does or should the business file income taxes in the U.S.?i
Has the company ever created, improved, or attempted to create or improve a product, software, or process and the process involved science (e.g. engineering, computer science, chemistry, etc.)?
Was any of the creation or improvement work performed in the U.S.?
If successful, does the company maintain the right to use, without permission or payment, the creation or improvement? If unsuccessful, would the company have had that right?
If unsuccessful, did the company bear the financial risk of the failure?
If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i
Does the business pay wages?

NOT ELIGIBLE AT THIS TIME.

Tax filing Information

Helpful Documents

Years Available For Tax Credit

This table is populated based on the information above. Please correct either the Tax Year or Entity type as needed. The tables below reference this first table and will reflect any corrections made to the tax years in this table.
Helpful Documents

In the past, has the business filed for Federal R&D Tax Credit (Form 6765)?

Information From Previously Filed R&D Tax Credits (Form 6765)

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Ability to Utilize The Credit

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Benefit Allocation And Scope of the Service

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Acknowledgment To Proceed

For purposes of this credit, R&D is any process of experimentation to discover information or reduce uncertainty in an area of hard science (e.g. engineering, computer science, chemistry, etc.) in order to create or improve a product or process used in trade or business. Very often the physical or digital creation of a product involves R&D if the process took multiple attempts.
I acknowledged reading the above description and will answer the following questions based on my understanding of R&D. I also acknowledge that I can contact Rbundle at info@rbundle.com for additional questions.

Qualitative Analysis of R&D Activity

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Quantitative Analysis of R&D Activity

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Determinations of Regular Credit Base, Qualified Small Business, and Eligible Small Business

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U.S. State R&D Credit Opportunities

Choose service area(s). To select multiple, CTRL + Click

Additional Questions: Arizona R&D Tax Credit

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Additional Questions: Maryland R&D Tax Credit

Additional Questions: South Carolina R&D Tax Credit

Additional Questions: Arkansas R&D Tax Credit

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Additional Questions: California R&D Tax Credit

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Additional Questions: Colorado R&D Tax Credit

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Additional Questions: Colorado R&D Tax Credit

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Additional Questions: California R&D Tax Credit

Additional Questions: Connecticut R&D Tax Credit

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Additional Notes

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.
Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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You can create the RFP now but must be logged in to request proposals.

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Providers can update or contribute to this RFP by filling out this FORM or contacting us directly HERE.

 

STEP 1:

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Investigation

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Inventory Management

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STEP 1:

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SOC 2 Compliance

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Virtual or Fractional CISO (Chief Information Services Officer)

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Cyber Security Consulting

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CMMC Compliance

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Penetration Testing

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Managed Detection and Response (MDR)

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Network Security Monitoring

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Foreign Bank Account and Foreign Financial Asset Reporting

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STEP 1:

Answer Below Questions For Anonymous Common RFP for

Tax Preparation

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Business Information

Informs the service provider from a high level the potential needs of your business

Currently
In a year, approximately

Entity Information

Entity information is important to understand the structure of the business for compliance purposes and to prevent commingling business and personal.

Did the company raise equity?
Does the company have debt?

Tax Information

Basic tax information is important because the bookkeeping feeds into a company's accounting. The accounting then feeds into the company's tax filing. So the bookkeeping should assist and not conflict with the tax filing requirements.

Does the business file taxes on a
Does or should the business file income taxes in the U.S.?i
Has the business filed 2025 U.S. income taxes?

If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i

Operations Information

Current Financial Practices

Important to determine whether a provider is a good match as well as onboarding requirements.

Document Availability

A service provider will need past documents to ensure current compliance.

Engagement Information

Specify what your business needs.

For purposes of this credit, R&D is any process of experimentation to discover information or reduce uncertainty in an area of hard science (e.g. engineering, computer science, chemistry, etc.) in order to create or improve a product or process used in trade or business. Very often the physical or digital creation of a product involves R&D if the process took multiple attempts.
I acknowledged reading the above description and will answer the following questions based on my understanding of R&D. I also acknowledge that I can contact Rbundle at info@rbundle.com for additional questions.

Related Services

Submit multiple RFPs to bundle multiple services with one provider.
Helpful Documents

U.S. State R&D Credit Opportunities

Choose service area(s). To select multiple, CTRL + Click

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Additional Questions: Colorado R&D Tax Credit

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Additional Questions: Colorado R&D Tax Credit

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Additional Questions: California R&D Tax Credit

Additional Questions: Connecticut R&D Tax Credit

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Additional Notes

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.
Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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STEP 1:

Answer Below Questions For Anonymous Common RFP for

Corporate Transparency Act

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Let's see if your business is eligible for this service before wasting your time with unnecessary questions.
Helpful Documents

This business is:i
Is the General Partnership registered with a Secretary of State, in any state?
This business is a

Exemption for Subsidiary of Certain Exempt Entities


Choose below the kind of company you are a subsidiary of. Then answer the question(s) to see if you are a subsidiary of an exempt entity:


Is the entity’s ownership interest controlled or wholly owned, directly or indirectly, by any of the following types of exempt entities:

Exemption for Pooled Investment Vehicles


An entity qualifies for this exemption if both below criteria apply, as well as the the criteria for the operated or advised entity:


Is the entity either: (1) An investment company, as defined in section 3(a) of the Investment Company Act of 1940 (15 U.S.C. 80a-3(a)); or (2) A company that would be an investment company under that section but for the exclusion provided from that definition by paragraph (1) or (7) of section 3(c) of that Act (15 U.S.C. 80a-3(c)); and is identified by its legal name by the applicable investment adviser in its Form ADV, (or successor form) filed with the Securities and Exchange Commission or will be so identified in the next annual updating amendment to Form ADV required to be filed by the applicable investment adviser pursuant to rule 204-1 under the Investment Advisers Act of 1940 (17 CFR 275.204-1)?
Is the entity is operated or advised by any of the below types of exempt entities:
Check all that apply

Answer the below to confirm you are operated or advised by an entity that meets the exception.

Logic for Exemption for Pooled Investment Vehicles

Exemption for Securities Reporting Issuers


An entity qualifies for this exemption if either of the following two criteria apply:


Is the entity an issuer of a class of securities registered under section 12 of the Securities Exchange Act of 1934 (15 U.S.C. 78l)?
Is the entity required to file supplementary and periodic information under section 15(d) of the Securities Exchange Act of 1934 (15 U.S.C. 70o(d))?

Exemption for Governmental Authorities


An entity qualifies for this exemption if both of the following criteria apply:


Is the entity established under the laws of the United States, an Indian tribe, a State, or a political subdivision of a State, or under an interstate compact between two or more States?
Does the entity exercise governmental authority on behalf of the United States or any such Indian tribe, State, or political subdivision?

Exemption for Banks


An entity qualifies for this exemption if any of the following three criteria apply:


Is the entity a “bank” as defined in section 3 of the Federal Deposit Insurance Act (12 U.S.C. 1813)?
Is the entity a “bank” as defined in section 2(a) of the Investment Company Act of 1940 (15 U.S.C. 80a-2(a))?
Is the entity a “bank” as defined in section 202(a) of the Investment Advisers Act of 1940 (15 U.S.C. 80b-2(a))?

Exemption for Credit Unions


An entity qualifies for this exemption if either of the following two criteria apply:


Is the entity a “Federal credit union” as defined in section 101 of the Federal Credit Union Act (12 U.S.C. 1752)?
Is the entity a “State credit union” as defined in section 101 of the Federal Credit Union Act (12 U.S.C. 1752)?

Exemption for Depository Institution Holding Companies


An entity qualifies for this exemption if either of the following two criteria apply:


Is the entity a “bank holding company” as defined in section 2 of the Bank Holding Company Act of 1956 (12 U.S.C. 1841)?
Is the entity a “savings and loan holding company” as defined in section 10(a) of the Home Owners’ Loan Act (12 U.S.C. 1467a(a))?

Exemption for Money Transmitter Businesses


An entity qualifies for this exemption if either of the following two criteria apply:


Is the entity a money transmitting business registered with FinCEN under 31 U.S.C. 5330?
Is the entity a money services business registered with FinCEN under 31 CFR 1022.380?

Exemption for Brokers or Dealers in Securities


An entity qualifies for this exemption if both of the following criteria apply:


Is the entity a “broker” or “dealer,” as those terms are defined in section 3 of the Securities Exchange Act of 1934 (15 U.S.C. 78c)?
Is the entity a registered under section 15 of the Securities Exchange Act of 1934 (15 U.S.C. 78o)?

Exemption for Securities Exchanges or Clearing Agencies


An entity qualifies for this exemption if both of the following criteria apply:


Is the entity an “exchange” or “clearing agency,” as those terms are defined in section 3 of the Securities Exchange Act of 1934 (15 U.S.C. 78c)?
Is the entity a registered under sections 6 or 17A of the Securities Exchange Act of 1934 (15 U.S.C. 78f, 78q-1)?

Exemption for Investment Companies or Investment Advisers


An entity qualifies for this exemption if both of the following criteria apply:


Is the entity an “investment company” or “investment adviser” defined as either: (1) An investment company in section 3 of the Investment Company Act of 1940 (15 U.S.C. 80a-3); or (2) An investment adviser in section 202 of the Investment Advisers Act of 1940 (15 U.S.C. 80b-2)?
Is the entity registered with the Securities and Exchange Commission under either of these authorities: (1) The Investment Company Act of 1940 (15 U.S.C. 80a-1 et seq.); or (2) The Investment Advisers Act of 1940 (15 U.S.C. 80b-1 et seq.)?

Exemption for Venture Capital Fund Advisers


An entity qualifies for this exemption if both of the following criteria apply:


Is the entity an investment adviser that is described in section 203(l) of the Investment Advisers Act of 1940 (15 U.S.C. 80b-3(l))?
Has the entity filed Item 10, Schedule A, and Schedule B of Part 1A of Form ADV, or any successor thereto, with the Securities and Exchange Commission?

Exemption for Insurance Companies


An entity qualifies for this exemption if the following criterion applies:


Is the entity an “insurance company” as defined in section 2 of the Investment Company Act of 1940 (15 U.S.C. 80a-2)?

Exemption for State-Licensed Insurance Producers


An entity qualifies for this exemption if both of the following criteria apply:


Is the entity an insurance producer that is authorized by a State and subject to supervision by the insurance commissioner or a similar official or agency of a State?
Does the entity have an operating presence at a physical office within the United States. The term “operating presence at a physical office within the United States” means that an entity regularly conducts its business at a physical location in the United States that the entity owns or leases and that is physically distinct from the place of business of any other unaffiliated entity?

Exemption for Commodity Exchange Act Registered Entities


An entity qualifies for this exemption if either of the following two criteria apply:


Is the entity a “registered entity” as defined in section 1a of the Commodity Exchange Act (7 U.S.C. 1a)?
The entity is one of these entities registered with the Commodity Futures Trading Commission under the Commodity Exchange Act:

Exemption for Public Accounting Firms


An entity qualifies for this exemption if the following criterion applies:


Is the entity a public accounting firm registered in accordance with section 102 of the Sarbanes-Oxley Act of 2002 (15 U.S.C. 7212)?

Exemption for Public Utilities


An entity qualifies for this exemption if both of the following criteria apply:


Is the entity a “regulated public utility” as defined in 26 U.S.C. 7701(a)(33)(A)?
Does the entity provide telecommunications services, electrical power, natural gas, or water and sewer services within the United States?

Exemption for Financial Market Utilities


An entity qualifies for this exemption if the following criterion applies:


Is the entity a financial market utility designated by the Financial Stability Oversight Council under section 804 of the Payment, Clearing, and Settlement Supervision Act of 2010 (12 U.S.C. 5463)?

Exemption for Tax-Exempt Entities


An entity qualifies for this exemption if any of the following four criteria apply:


Is the entity an organization that is described in section 501(c) of the Internal Revenue Code (Code) (determined without regard to section 508(a) of the Code) and exempt from tax under section 501(a) of the Code?
Is the entity an organization that is described in section 501(c) of the Code, and was exempt from tax under section 501(a) of the Code, but lost its tax-exempt status less than 180 days ago?
Is the entity a political organization, as defined in section 527(e)(1) of the Code, that is exempt from tax under section 527(a) of the Code?
Is the entity a trust described in paragraph (1) or (2) of section 4947(a) of the Code?

Exemption for Other Exchange Act Registered Entities


An entity qualifies must meet certain criteria below:


Is the entity an issuer of a class of securities registered under section 12 of the Securities Exchange Act of 1934 (15 U.S.C. 78l)?
Is the entity required to file supplementary and periodic information under section 15(d) of the Securities Exchange Act of 1934 (15 U.S.C. 70o(d))?
Is the entity a “broker” or “dealer,” as those terms are defined in section 3 of the Securities Exchange Act of 1934 (15 U.S.C. 78c)?
Is the entity a registered under section 15 of the Securities Exchange Act of 1934 (15 U.S.C. 78o)?
Is the entity an “exchange” or “clearing agency,” as those terms are defined in section 3 of the Securities Exchange Act of 1934 (15 U.S.C. 78c)?
Is the entity a registered under sections 6 or 17A of the Securities Exchange Act of 1934 (15 U.S.C. 78f, 78q-1)?
Is the entity registered with the Securities and Exchange Commission under the Securities Exchange Act of 1934 (15 U.S.C. 78a et seq.)?

Exemption for Entities Assisting a Tax-Exempt Entity


An entity qualifies for this exemption if all four of the following criteria apply:


The entity operates exclusively to provide financial assistance to, or hold governance rights over, any tax-exempt entity described by one or more of the criteria below (check all that apply).


Is the entity a United States person as defined in section 7701(a)(30) of the Internal Revenue Code of 1986?
Is the entity beneficially owned or controlled exclusively by one or more United States persons that are United States citizens or lawfully admitted for permanent residence. “Lawfully admitted for permanent residence” is defined in section 101(a) of the Immigration and Nationality Act (8 U.S.C. 1101(a))?
Does the entity derive at least a majority of its funding or revenue from one or more United States persons that are United States citizens or lawfully admitted for permanent residence?

Exemption for Large Operating Companies


An entity qualifies for this exemption if all six of the following criteria apply:


Does the entity employ more than 20 full time employees, when applying the meaning of full-time employee provided in 26 CFR 54.4980H-1(a) and 54.4980H-3. In general, “full-time employee” means, with respect to a calendar month, an employee who is employed an average of at least 30 hours of service per week with an employer?
Are more than 20 full-time employees of the entity employed in the “United States,” as that term is defined in 31 CFR 1010.100(hhh) and 54.4980H-3?
In general, “full-time employee” means, with respect to a calendar month, an employee who is employed an average of at least 30 hours of service per week with an employer.
Is the entity an operating presence at a physical office within the United States. “Operating presence at a physical office within the United States” means that an entity regularly conducts its business at a physical location in the United States that the entity owns or leases and that is physically distinct from the place of business of any other unaffiliated entity?
Has the entity filed a Federal income tax or information return in the United States for the previous year demonstrating more than $5,000,000 in gross receipts or sales. If the entity is part of an affiliated group of corporations within the meaning of 26 U.S.C. 1504, refer to the consolidated return for such group?
Did the entity report this greater-than-$5,000,000 amount as gross receipts or sales (net of returns and allowances) on the entity’s IRS Form 1120, consolidated IRS Form 1120, IRS Form 1120-S, IRS Form 1065, or other applicable IRS form?
When gross receipts or sales from sources outside the United States, as determined under Federal income tax principle, are excluded from the entity’s amount of gross receipts or sales, does the amount remain greater than $5,000,000?

Exemption for Inactive Entities


An entity qualifies for this exemption if all six of the following criteria apply:


Was the entity in existence on or before January 1, 2020?
Is the entity engaged in active business?
Is the entity owned by a foreign person, whether directly or indirectly, wholly or partially. “Foreign person” means a person who is not a United States person. A United States person is defined in section 7701(a)(30) of the Internal Revenue Code of 1986 as a citizen or resident of the United States, domestic partnership and corporation, and other estates and trusts?
Has the entity experienced any change in ownership in the preceding twelve-month period?
Has the entity sent or received any funds in an amount greater than $1,000, either directly or through any financial account in which the entity or any affiliate of the entity had an interest, in the preceding twelve-month period?
Does the entity otherwise hold any kind or type of assets, whether in the United States or abroad, including any ownership interest in any corporation, limited liability company, or other similar entity?

ENTITY LIKELY NOT REQUIRED TO FILE A BENFICIAL OWNERHSIP INFORMATION (BOI) REPORT UNDER THE CORPORATE TRANSPARENCY ACT.

FOR LEGAL ADVICE, CONSULT AN ATTORNEY.

Your business does not meet an exemption, therefore you will likely need to file a Beneficial Ownership Information (BOI) Report under the Corporate Transparency Act (CTA).

Continue the RFP below.

Consult an attorney regarding this service and/or the business's eligibility?

NOT ELIGIBLE FOR CORPORATE TRANSPARENCY ACT SERVICES AT THIS TIME.

Reporting companies created or registered on or after January 1, 2024, and before January 1, 2025, have 90 calendar days after receiving actual or public notice that their company’s creation or registration is effective to file their initial BOI reports. Specifically, this 90-calendar day deadline runs from the time the company receives actual notice that its creation or registration is effective, or after a secretary of state or similar office first provides public notice of its creation or registration, whichever is earlier.

Reporting companies created or registered on or after January 1, 2025, will have 30 calendar days from actual or public notice that the company’s creation or registration is effective to file their initial BOI reports.

Legal Service Conflict Check

Providers of legal services generally should not provide services where it would conflict with their work with an existing client. In an effort to prevent this conflict, answer the following questions.
Is your company currently in litigation? e.g. Are you being sued, suing, or been charged criminally?i

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Will there be other third-parties involved in the delivery of this service? i

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Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.

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Is Your Business Eligible?

Let's see if your business is eligible for this service before wasting your time with unnecessary questions.
Helpful Documents

Does or should the business file income taxes in the U.S.?i
Has the company ever created, improved, or attempted to create or improve a product, software, or process and the process involved science (e.g. engineering, computer science, chemistry, etc.)?
Was any of the creation or improvement work performed in the U.S.?
If successful, does the company maintain the right to use, without permission or payment, the creation or improvement? If unsuccessful, would the company have had that right?
If unsuccessful, did the company bear the financial risk of the failure?
If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i
Does the business pay wages?

NOT ELIGIBLE AT THIS TIME.

Tax filing Information

Helpful Documents

Years Available For Tax Credit

This table is populated based on the information above. Please correct either the Tax Year or Entity type as needed. The tables below reference this first table and will reflect any corrections made to the tax years in this table.
Helpful Documents

In the past, has the business filed for Federal R&D Tax Credit (Form 6765)?

Information From Previously Filed R&D Tax Credits (Form 6765)

Helpful Documents

Ability to Utilize The Credit

Helpful Documents

Benefit Allocation And Scope of the Service

Helpful Documents

Acknowledgment To Proceed

For purposes of this credit, R&D is any process of experimentation to discover information or reduce uncertainty in an area of hard science (e.g. engineering, computer science, chemistry, etc.) in order to create or improve a product or process used in trade or business. Very often the physical or digital creation of a product involves R&D if the process took multiple attempts.
I acknowledged reading the above description and will answer the following questions based on my understanding of R&D. I also acknowledge that I can contact Rbundle at info@rbundle.com for additional questions.

Qualitative Analysis of R&D Activity

Helpful Documents

Quantitative Analysis of R&D Activity

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Determinations of Regular Credit Base, Qualified Small Business, and Eligible Small Business

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U.S. State R&D Credit Opportunities

Choose service area(s). To select multiple, CTRL + Click

Additional Questions: Arizona R&D Tax Credit

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Additional Questions: Maryland R&D Tax Credit

Additional Questions: South Carolina R&D Tax Credit

Additional Questions: Arkansas R&D Tax Credit

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Additional Questions: California R&D Tax Credit

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Additional Questions: Colorado R&D Tax Credit

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Additional Questions: Colorado R&D Tax Credit

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Additional Questions: California R&D Tax Credit

Additional Questions: Connecticut R&D Tax Credit

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Additional Notes

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.
Do You Have Questions For Prospective Providers?
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Business Information

Informs the service provider from a high level the potential needs of your business

Currently

In a year, approximately

Entity Information

Entity information is important to understand the structure of the business for compliance purposes and to prevent commingling business and personal.

e.g. 2018

Did the company raise equity?

Tax Information

Basic tax information is important because the bookkeeping feeds into a company's accounting. The accounting then feeds into the company's tax filing. So the bookkeeping should assist and not conflict with the tax filing requirements.

Does the business file taxes on a

Does or should the business file income taxes in the U.S.?

Has the business filed 2025 U.S. income taxes?

If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?i

If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?i

Operations Information

Important to understand the nature of the transactions to be recorded.

Give it your best guess

Is there inventory?

Current Financial Practices

Important to determine whether a provider is a good match as well as onboarding requirements.

Who currently does your business's bookkeeping?

Does the business' accounting on a

What bookkeeping or accounting software does the business use?

How often are the books closed?

Give it your best guess

Give it your best guess

Give it your best guess

What payroll software does the business use?

Does the business use online payment systems (e.g. PayPal, Stripe, Apple Pay, Venmo, etc.)

Document Availability

A service provider will need past documents to ensure current compliance.

Does your business have copies of prior tax returns?

Does your business have copies of organizational and incorporating documents?

Can the business provide the Capital Table (e.g. Cap Table)?

Engagement Information

Specify what your business needs.

Need the service provider to prepare invoices?

Need the service provider to pay bills?

Need the service provider to report sales tax?

e.g. Email, Slack, Text, Video Conferencing, etc.

Related Services

Submit multiple RFPs to bundle multiple services with one provider.

In addition to Bookkeeping, does this business also want:
Financial Accounting RFP

Tax Accounting RFP

Tax Preparation RFP

Cash Flow Analysis

Additional Notes

Questions For The Provider

Price is important, but its not the only consideration. You may have additional questions for prospective providers of this service that will help you identify right provider that gives your business the right combination of price, quality, and fit.

Do You Have Questions For Prospective Providers?
Check to add any of the below questions.

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