Anonymous Common RFP for

Bankruptcy

 
 
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Anonymous Common RFP for

Import, Export, Customs

 
 
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Anonymous Common RFP for

Business Formation

 
 
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Anonymous Common RFP for

Non-Disclosure Agreement (NDA)

 
 
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Anonymous Common RFP for

Cash Flow Analysis

 
 
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Anonymous Common RFP for

Virtual or Fractional CFO (Chief Financial Officer)

 
 
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Anonymous Common RFP for

Financial Reporting

 
 
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Anonymous Common RFP for

Bookkeeping

 
 
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Anonymous Common RFP for

Forensic Accounting

 
 
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Anonymous Common RFP for

Financial Audit

 
 
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Anonymous Common RFP for

Information Systems Audit

 
 
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Anonymous Common RFP for

Compliance Audit

 
 
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Anonymous Common RFP for

Commercial Property Value Reassessment & Appeal

 
 
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Anonymous Common RFP for

Transfer Pricing

 
 
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Anonymous Common RFP for

Employment Contract Drafting

 
 
5 Services Feedback

New Service Information

Please provide as much information as you can about the new service in the categories below.
For if we have questions about this request.

Update:

Add, Change or Comment on the information in selected areas below.

Contribute Service Information to

What service information are you contributing to?

Examples: Increased database security, lower audit risk, decreased legal liability.
For example, many federal tax credits will not be received for 3-6 months after filing an amended return, are applied as direct offset to a timely filed return, or are rolled over to to offset tax liability in future years. Credits can be utilized against tax liability, some can be used against payroll tax liability, etc.
Examples: Contingency fee between 10-20% of the benefit calculated/received; Fixed fee based on estimated hours involved in delivery the service; etc.
Examples: Contingency fee collected upon completion of service; Fixed fee collected in thirds, first at project commencement, second at certain milestone, third at service completion; etc.
Examples: Time commitment from certain personnel, etc.
Examples: Amending tax returns extends the window for tax returns to be audited as well as certain filings raise the chance of audit, and audits for this service have mixed outcomes industry wide with 50% of audits resulting in the loss of some or all of the credit; etc.
Examples: Referencing the above amending tax returns, audit risk generally is present 6 months to 3 years after filing a return. Audits themselves for this service may take 6 months to 1 year, appeals to unfavorable audit results may take another year, and lawsuits could add additional years to the resolution of an unfavorable audit.
Examples: For many tax credits, the Provider requires accounting data and communication with the Client's CFO or accounting rep. Provider calculates the credit and prepares the filing. Client signs filing. Provider files credit.
Example: Tax credits can be found in the U.S. Code Title 26, Sections 21 - 52 as well as Treasury Regulation, Title 26, Sections 1.21 - 1.52.
For example: Legal services can only be delivered under states' laws where the provider is licensed to practice. Cost Segregations require site visits, therefore some providers only service specific geographic areas.
Maximum upload size: 516MB
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Anonymous Common RFP for

179D Energy Efficiency Tax Deduction

 
 
RBUNDLE RFP FORM
Tax - IRS Monitoring

Tax - Federal - 179D Energy Efficient Commercial Property Deduction

IS YOUR BUSINESS ELIGIBLE?

Does or should the business file income taxes in the U.S.?
?
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?
Only include properties for which the business possesses a full set of drawings including mechanical specifications.
In the next 12 months, does the business plan on owning any additional commercial buildings placed into service after December 31, 2005?
Only include properties for which the business possesses a full set of drawings including mechanical specifications.
If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?
?
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?
?

YOUR BUSINESS IS NOT ELIGIBLE FOR THIS SERVICE AT THIS TIME.

Tax Filing Information

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.
    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Notes (Optional)

NEXT STEP - Download your above answers to an RFP Form (excel)

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Dawn Polin at

 

Dawn Polin at

Anonymous Common RFP for

Cost Segregation

 
 
RBUNDLE RFP FORM
Tax - IRS Monitoring

Tax - Federal - Cost Segregation

IS YOUR BUSINESS ELIGIBLE?

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

YOUR BUSINESS IS NOT ELIGIBLE FOR THIS SERVICE AT THIS TIME.

Tax Filing Information

?

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.
    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Notes (Optional)

NEXT STEP - Download your above answers to an RFP Form (excel)

Request Proposal >
 

CRE Tax Planning

 

CRE Tax Planning

Anonymous Common RFP for

IRS Audit Monitoring

 
 

Is Your Business Eligible?

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

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

Tax History

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.
    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Click To Add Questions For Providers

Price is important, but its not the only consideration. The below questions to providers could help your business find the right provider that gives your business the right combination of price, quality, and fit. Select from the list your questions to service providers or create your own questions.

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

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

 

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Starling-Flock Law Office

 

Starling-Flock Law Office

Anonymous Common RFP for

IRS Penalty Abatement

 
 
RBUNDLE RFP FORM
Tax - IRS Monitoring

IRS Audit Monitoring

IS YOUR BUSINESS ELIGIBLE?

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

YOUR BUSINESS IS NOT ELIGIBLE FOR THIS SERVICE AT THIS TIME.

Tax Filing Information

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

Tax History

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.
    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Notes (Optional)

NEXT STEP - Download your above answers to an RFP Form (excel)

Request Proposal >
 

Starling-Flock Law Office

 

Starling-Flock Law Office

Anonymous Common RFP for

R&D Tax Credit – Federal

 
 
RBUNDLE RFP FORM
Tax - IRS Monitoring

IS YOUR BUSINESS ELIGIBLE?

Does or should the business file income taxes in the U.S.?
?
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?
You may leave this question blank. However, this information results in more accurate proposals from better fit providers.
You may leave this question blank. However, this information results in more accurate proposals from better fit providers.
If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?
?
If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?
?
Does the business pay wages?

YOUR BUSINESS IS NOT ELIGIBLE FOR THIS SERVICE AT THIS TIME.

Tax Filing Information

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.
    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

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)

    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Ability To Utilize The Credit

    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Benefit Allocation And Scope Of The Service

    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Education For Future Questions

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

    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Quantitative Analysis Of R&D Activity

    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

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

    Tax Years Federal Income Tax Form Legal Entity Subject to BBA  

Notes (Optional)

NEXT STEP - Download your above answers to an RFP Form (excel)

Request Proposal >
 

Cherry Bekaert

 

taxster

Anonymous Common RFP for

Investigation

 
 
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Anonymous Common RFP for

Inventory Management

 
 
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Anonymous Common RFP for

SOC 2 Compliance

 
 
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Anonymous Common RFP for

Virtual or Fractional CISO (Chief Information Services Officer)

 
 
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Anonymous Common RFP for

Cyber Security Consulting

 
 
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Anonymous Common RFP for

CMMC Compliance

 
 
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Anonymous Common RFP for

Penetration Testing

 
 
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Anonymous Common RFP for

Managed Detection and Response (MDR)

 
 
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Anonymous Common RFP for

Network Security Monitoring

 
 
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Anonymous Common RFP for

Foreign Bank Account and Foreign Financial Asset Reporting

 
 
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Anonymous Common RFP for

 
 
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