Cost Recovery & Incentives Questionnaire · Bridge Tax Credit Partners

1 About the company

Company name *

HQ addressCity and state is fine.

Your name *

Your email *For follow-up.

Phone

Industry

4-digit NAICS codeOptional.

1Estimated number of W-2 employees

None 1–24 25–49 50–99 100–249 250–499 500–999 1,000+

2Estimated annual employee turnover

Under 10% 10–19% 20–29% 30%+ Not sure

3Estimated annual spend on equipment, materials, and supplies

Under $1M $1M–$10M $10M+

4Does the company have employees and/or operations in multiple states?

Yes No

5Has the company had, or do you expect to have, any M&A activity? Check all that apply.

Yes – recent acquisition Yes – recent divestiture Yes – upcoming acquisition Yes – upcoming divestiture No Unsure

2 Tax filing position

6Did the company pay federal and/or state income tax in the most recent tax year? Check all that apply.

Federal income tax State income tax Neither Unsure

7Does the company expect to pay federal and/or state income tax in the next 1–2 years? Check all that apply.

Federal income tax State income tax Neither Unsure

8Does the company and/or its owners have passive income? For example, income generated from rental activity or businesses in which an owner does not materially participate.

Yes No Unsure

3 Cost recovery & incentives

In the last 3–4 years, has the company…

9Reviewed sales and use tax exposure on its purchases?

Yes No Unsure

10Incurred any tariff costs?

Yes – we are the importer of record, refund already claimed Yes – we are the importer of record, refund NOT yet claimed Yes – our vendors passed the tariffs to us Unsure No

11Performed an unclaimed property / asset recovery search?

Yes No

12Performed a payroll tax savings review?

Yes No

13Reviewed its 401(k) plan admin fees and performance?

Yes – comfortable with current plan No N/A – no 401(k) plan Unsure

14Offered employees paid family and medical leave? For example, paid maternity/paternity leave or short-term disability.

Yes No Unsure

Good sign. Our paid leave credit questionnaire takes five more minutes and tells us whether your policy qualifies for the Section 45S credit.

15Provided childcare to employees?

Yes No Unsure

16Had employees focused on work aimed at increasing the performance, functionality, reliability, or quality of a product, process, formula, technique, or invention?

Yes No Unsure

17Is the company interested in buying federal and/or state tax credits to reduce its tax bill?

Yes No Unsure

4 Growth plans

In the next 12–24 months, is the company planning to…

18Make a significant capital investment (over $10M)?

Yes No Unsure

19Open new location(s)?

Yes No Unsure

20Increase W-2 headcount?

No planned increase Under 10 10–24 25–49 50+ Unsure

5 Final thoughts

Anything else you'd like to add?

Your answers are sent only to our team and used to follow up with you. Informational only — not tax advice.

Thank you. Your answers are on their way. We'll follow up within a week.