MainStreet · Year-End Assessment

Unlock Your R&D Tax Credit
Before It's Too Late!

A few quick questions first (about 1 minute) and we'll show you an instant estimate of your R&D credit before the detailed assessment.

🔒 Secure & Confidential ⚡ Instant Credit Estimate 📋 IRS-Backed Process
Step 1 of 5 · Account
Create your MainStreet account
Takes 30 seconds — so you can save and resume anytime

Create a free account (or sign in) so we can save your progress, track your assessment status, and let you pick up right where you left off. Nothing is filed during onboarding.

Tell us about your company
This creates your client profile. You can edit any of it later — nothing is filed yet.
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"Control" generally means owning 50% or more of another business.
Your team & payroll
Wages for technical people are the biggest driver of the credit

Rough numbers are perfectly fine — we'll confirm exact figures from payroll documents later. Nothing is filed during onboarding.

Roughly: under $5M in revenue and within your first 5 years of having sales. This unlocks a cash-back payroll option.
Please select one
Your R&D activities
What your team builds, improves, and spends on it

Pick everything that sounds like work your company does — there are no wrong answers, and nothing here is filed.

Please pick at least one
Select all that apply — we've pre-checked a few based on your answers above.
Plain English is great, e.g. "We developed a gluten-free cookie that took 6 months of kitchen trials" or "We built an inventory-optimization algorithm from scratch."
Please provide a brief description
The IRS looks for four things. Answer honestly. Even a "partly" on some of these still adds up to real credits.
e.g. a new product, a faster production line, internal software, a new recipe
No PhD required. Software, food science, and shop-floor engineering all count
e.g. "We weren't sure the process would hit the target yield" or "We didn't know if it would scale"
e.g. A/B tests, prototype builds, lab experiments, iterative design
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Not sure what counts as a "business component"?
See the 25 software activities that qualify most often, the roles behind them, and what the IRS excludes. Opens in a new tab.
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Please select one
Work done purely for a client, where you're paid no matter what and don't keep the rights, can count as "funded research" and may not qualify. These quick questions help us flag that early.
Please select an option
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Upload supporting documents
Optional but helpful — you can always send them later
Estimated R&D Credit
$0
Preliminary range. We'll refine it together.
How you'd use it

This is a preliminary estimate for planning only, not a guarantee or tax advice. Nothing is filed during onboarding.

Anything you share now speeds up your review. Everything is encrypted and confidential — and nothing is filed yet.

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Most recent business tax return

Federal return (PDF) for the tax year you're assessing

Tap to upload
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Payroll summary / report

Year-end payroll report or employee roster with wages

Tap to upload
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R&D expense records

Contractor invoices, supply receipts, or cloud bills

Tap to upload
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General ledger report

Year-end GL export (PDF, Excel, or CSV)

Tap to upload

Accepted: PDF, Word, Excel, CSV, or images · Max ~25MB each

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You're all set!
Final step · Book your review call
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Your assessment is in.

We've sent your details to your MainStreet advisor and started preparing your file. The last step is to grab a time that works for you.

📅 Book my credit review call Takes 15–20 minutes · No obligation