Yes. We have worked with clients outside Florida. The federal R&D credit works the same in every state, so the screening and the study run the same way. State credits differ, and we look at them during the screening where they apply.

No. We run screenings, interviews and reviews by phone or video, and we can meet in person if you prefer. Either way the process is the same.

No. It is a federal credit, so the rules are the same in Tampa, Sarasota, Fort Myers or anywhere else. What differs is the kind of work businesses do, which is why each city page shows local examples.

Manufacturing, software and technology, marine and boat building, medical device, engineering and construction come up most often, along with aerospace suppliers. Any industry can qualify when the work meets the four-part test.

Yes. We hand your CPA a documented file to use with the return, and your CPA keeps preparing and filing it. We also work with CPA firms directly.

A list of products, processes or software you built or improved in recent years, who worked on them, and roughly what you pay those people. The screening takes 5 to 10 minutes.