Frequently Asked Questions

Companies can usually apply 6% to 8% of their total yearly qualifying R&D expenses to their federal income tax liability. Companies can also claim up to $250,000 against their payroll taxes each year. New businesses can claim a total of $1.25 million in tax credits against their payroll taxes for five years.

Examples of qualifying research include projects that improve a manufacturing process, develop green initiatives, create new software, build prototypes, or add equipment that streamlines a process. If you have questions about your company’s specific project, please call the team at Moskowitz LLP.

Besides obvious industries like information technology and pharmaceuticals, companies in dozens of other sectors can qualify for the R&D tax credit. Qualifying industries include agriculture, architecture, cannabis, food & beverage, packaging, software development, and wineries & vineyards.

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Payroll services often aren’t equipped to properly evaluate and quickly process ERC credits. Our tax attorneys are well-versed in the details of this federal program and understand how they can be uniquely applied to YOUR business.

Even if your business applied for and received PPP funding, you may be eligible for the ERC credit. The best way to determine eligibility is to begin our pre-qualification process.

If you’re a business with less than 100 employees, the ERC can ordinarily be claimed on all employees. Businesses with more than 100 employees are subject to additional restrictions.
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These guides will explain how to use the Moskowitz Client Portal on the web and in the app.

Portal Guide

These documents along with your file documents may be viewed under the Files Tab. We have created a folder specifically for these types of documents called Fee Agreements/Waivers.

Some documents are eligible for e-signature and we try to take advantage of this as often as possible. If we send you a document for e-signature, you will get an email alert. You can then click on the link provided and it will take you to the portal. Please log in. Please read the document carefully, and if it meets with your approval, click on the signature box. It will ask you to “agree to be legally bound” and send the document back to us. We will receive a notification when completed.

It is important that you understand the documents you are signing, so please never hesitate to reach out should you have any questions or concerns.

Also, please note that some documents are not eligible for e-signature and we will need to work out another way to obtain your signature, which may include, good old fashion ‘snail mail’ or faxing of documents. Sometimes we may ask that you download the document from your portal, sign, date it and return it to us via mail, fax, or email.