STEP 1:

Answer Below Questions For Anonymous Common RFP for

Tax Preparation

Share RFP

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

Helpful Documents

Additional Questions: Colorado R&D Tax Credit

Helpful Documents

Additional Questions: Colorado R&D Tax Credit

Helpful Documents

Additional Questions: California R&D Tax Credit

Additional Questions: Connecticut R&D Tax Credit

Helpful Documents

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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