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Best Tax Credit Providers

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Tax credit providers are companies that assist other businesses with maximizing government incentives and tax credits, such as research and development (R&D), employee retention credits (ERC), and work opportunity tax credits (WOTC). These tech-enabled services evaluate businesses’ financial records, usually expenses, W-2’s, 1099’s, previous tax returns, etc., to see if they qualify for any tax credits. In turn, companies can use these tax credits to offset income and payroll taxes.

Tax credit providers have in-depth knowledge of tax laws and regulations, and spend substantial time calculating and supporting any tax credits a company might claim on tax returns. Typically, tax credit providers do not file taxes on behalf of their clients, but rather work with accounting teams to summarize their findings in a report, and make sure credit is filed correctly. These reports can also serve as documented support in case of an audit. Tax credit providers often work together with tax services providers, who specialize in the actual filing of taxes.

Tax credits should not be confused with tax deductions. Tax credits can be used towards paying taxes owed or paid, while tax deductions lower taxable income.

To qualify for inclusion in the Tax Credit Providers category, a service provider must:

Evaluate business financials, such as expenses, W-2’s, and 1099’s, to determine if a company is eligible for any tax credits
Work directly with the clients’ staff to better understand current and historical project data
Calculate any tax credits based on local and federal guidelines
Summarize and document findings in a report that supports and substantiates the tax credit in case of an audit

G2 takes pride in showing unbiased reviews on client satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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51 Listings in Tax Credit Providers Available

Service Provider

(119)4.7 out of 5
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We’re the largest startup and small business-focused accounting firm in the US with a team of 300+ US-based employees. Our accountants, fractional CFOs, and tax specialists are dedicated to building a

Entry Level Price:$199.00
  • Overview
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  • Industries Serviced
    • Computer Software
    • Information Technology and Services
    Provider Works With
    • 97% Small-Business
    • 3% Mid-Market
    Services OfferedInformation
    • Bookkeeping
    • Fractional CFO
    • Tax services
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Industries Serviced
  • Computer Software
  • Information Technology and Services
Provider Works With
  • 97% Small-Business
  • 3% Mid-Market
Services OfferedInformation
  • Bookkeeping
  • Fractional CFO
  • Tax services
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WOTC.com stands as a powerhouse in the financial services realm, offering unparalleled expertise in optimizing government incentives and tax credits to supercharge businesses' profitability. With a le

Industries Serviced
  • Hospital & Health Care
  • Health, Wellness and Fitness
Provider Works With
  • 59% Mid-Market
  • 32% Enterprise
  • 9% Small-Business
Services OfferedInformation
  • WOTC
  • State Tax Credits
  • R&D Tax Credits

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(24)5.0 out of 5
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Haven is a modern accounting platform designed specifically for startups and lean small to medium-sized businesses (SMBs). This innovative solution aims to streamline financial management by replacing

Entry Level Price:Starting at $300.00
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  • Industries Serviced
    • Computer Software
    Provider Works With
    • 79% Small-Business
    • 4% Mid-Market
    Services OfferedInformation
    • Accounting
    • Bookkeeping
    • Business Tax Services
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Industries Serviced
  • Computer Software
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  • 79% Small-Business
  • 4% Mid-Market
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  • Accounting
  • Bookkeeping
  • Business Tax Services

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(8)4.9 out of 5
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TaxTaker helps companies access the BILLIONS of dollars the government sets aside in R&D Tax Credits for Startups and SMBs every year. Our experts + technology will help you determine if your

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  • 88% Small-Business
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We occupy a leading position on the market for auditing and consultancy. PwC provides support to clients from all sectors to enable them to obtain their objectives – thanks to our worldwide network, t

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    • Accounting
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    • 50% Mid-Market
    • 33% Enterprise
    • 22% Small-Business
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  • PricewaterhouseCoopers (PwC) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Team Quality
    2
    Technical Expertise
    2
    Implementation Ease
    1
    Implementation Efficiency
    1
    Interpersonal Skills
    1
    Cons
    Expensive
    2
    Expensive Pricing
    1
Industries Serviced
  • Accounting
Provider Works With
  • 50% Mid-Market
  • 33% Enterprise
  • 22% Small-Business
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How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Team Quality
2
Technical Expertise
2
Implementation Ease
1
Implementation Efficiency
1
Interpersonal Skills
1
Cons
Expensive
2
Expensive Pricing
1

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(2)4.3 out of 5
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First, you link your payroll or accounting platform (think Quickbooks, Rippling, Gusto). Mint then syncs a snapshot of that data and automatically analyzes it to figure out which credits your most li

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  • 50% Mid-Market
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(1)4.5 out of 5
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The Clarus R+D app automates the process of claiming research and development tax credits. Businesses of all sizes and types can qualify for the R&D tax credit. Yet the vast majority of credits

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  • 100% Mid-Market
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(1)4.5 out of 5
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HireCredit helps employers optimize and automate the administration of hiring-based tax credit programs.

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(1)5.0 out of 5
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Startups: Get $50K+ back from the IRS in 20 minutes. We hunt through 200+ tax credits for you & do all the paperwork. Free to see how much you're owed. Claim your savings in 20 minutes.

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  • 100% Small-Business
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(1)5.0 out of 5
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TaxRobot is the quickest, easiest, and most affordable way to automate your R&D credit calculation and receive your money. We provide best-in-class substantiation reports, audit defense at no addi

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  • 100% Small-Business
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Accountancy Cloud offers the best full stack finance function for high growth startups. Finance managers and powerful software deliver unparalleled accounting, R&D tax credits and financial serv

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  • 100% Small-Business
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"alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentive

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Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsou

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"Intelligent automation with Big 4 tax experts to unlock your R&D tax credit, all without any risk. Ardius is now part of the Gusto family.

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(9)3.8 out of 5
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Armanino is one of the top 25 largest independent accounting and business consulting firms in the US. You can count on Armanino to think strategically, to provide sound insights that lead to positive

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    • 78% Mid-Market
    • 22% Small-Business
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  • Armanino Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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    2
    Experience
    1
    Technical Skills
    1
    Cons
    Expensive
    1
    Poor Customer Support
    1
Industries Serviced
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  • 78% Mid-Market
  • 22% Small-Business
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Armanino Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Helpful
2
Experience
1
Technical Skills
1
Cons
Expensive
1
Poor Customer Support
1
Provider Description
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Our mission is to empower entrepreneurs by building enduring relationships through strategic tax planning, meticulous accounting, insightful advisory, and supportive coaching. We strive to create a

Entry Level Price:Starting at $750.00
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  • Top Rated Products Matching Aurora Consulting Group LLC ExpertiseInformation
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Complete your R&D tax credit claim in minutes for just 5% or less of what you get back. 100% success rate, with all claims reviewed by an expert. We believe that making R&D tax claims should

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CTI is a tax incentives specialty firm that secures greater tax credits for businesses with our proven project methodology and unparalleled personalized service. For over 25 years, our elite tax profe

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Services OfferedInformation
  • Tax Credits
  • Tax Incentives
  • WOTC
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The workplace as we know it is changing. Paychex leads the way by making complex HR, payroll, and benefits simple. Our innovative HR outsourcing technology and the expertise of our highly trained HR c

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EmpowerRD makes it faster and more efficient for UK companies to build and submit compliance, optimised R&D tax credit claims. Our R&D platform and team of specialists take the headache out o

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"Fondo makes tax credits, taxes, and bookkeeping easy for startups. Fondo is the automated way for startups to get cash back from the IRS ($21k on average). We file your taxes & close your books,

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GOAT.tax gives an opportunity to start-ups and businesses including manufacturers, software, gaming and IoT companies to claim R&D tax credits via an online platform. GOAT.tax takes all the guess

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Headcount ERC is exclusively focused on maximizing your tax credit and we are wholly committed to serving every client right and helping them claim the funds they’ve duly earned.

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"Hiring Incentives, Inc. is a recognized leader in reducing labor costs by securing employment tax credits for employers. We reduce employment costs by cutting through the complexities of employment t

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The rad app helps software startups claim their R&D tax credit by streamlining the end-to-end process of identifying and validating expenditures then calculating the credit to be claimed. The rad

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"WOTC or Work Opportunity Tax Credit is a Federal tax credit available to employers to hire and retain veterans and individuals from target groups with significant barriers to employment. "

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"At MASSIE, we specialize in making the R&D Tax Credit Easier. We have studied over 200 of the top companies claiming this credit and have designed a best practice process that examines every step

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(1)5.0 out of 5
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Helping Government Serve the People

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  • 100% Small-Business
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McKenzie Chase Management offers a suite of tax credit and employer incentive services designed to save a company's money with little effort on their part.

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"Our Employee Retention Credit (ERC) experts can help you get the tax credits your business deserves. Take advantage of this new COVID-19 employee retention credit while it's available."

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Neo.Tax uses AI to automate the R&D tax credit process by connecting to a company’s project management and financial systems to generate accurate, audit-ready claims. It also supports software cap

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  • R&D Tax Credit
  • Software Capitalization
  • Section 174

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Nimbl's purpose is to enable committed leaders to expand the impact they're making in the world by harnessing the power of people & process. Accounting is simply the medium that we utilize to fulf

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OnCentive simplifies the process of identifying and qualifying for business incentives and tax credits; maximizing your business’s profitability, and putting your hard-earned money back in your hands

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The World’s only fully integrated R&D tax credits software. Empowering businesses and advisors to innovatively and swiftly claim R&D tax incentives.

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Rebate is a leader in tax credit services, pairing technology with experienced tax credit specialists to perform a granular and verified analysis of business activities. The combination of human exper

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A new way to claim for R&D tax credits: just you, our app & absolutely no agents.

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RetroacDev is a machine learning-driven R&D Tax Credit automation software built for accountants who provide R&D study services. RetroacDev has been used to prepare more than 300 R&D stud

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RetroTax helps your business navigate the "murky waters"​ of complex legislation associated with finding and securing federal and state tax credits. These tax credits can be based on geographic region

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(6)4.9 out of 5
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Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth. A top-75 U.S. firm, we’r

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    • 67% Small-Business
    • 17% Mid-Market
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  • 17% Mid-Market
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At Source Advisors, relationships matter. Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firm

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"Using our dedicated legal and technology team, Strike Advisory is uniquely positioned to optimize your company's R&D tax credits to fuel innovation. The IRS provides billions in tax incentives to

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Synergi Partners is comprised of tax credit veterans who have owned, built and/or managed various tax credit business at SMS, ADP and KPMG. They have experience serving clients of all sizes but specia

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TaxCredible is a powerful SaaS platform that enables CPAs to quickly identify and deliver state and federal business tax incentives for their clients. After 20 years of partnering with CPAs, we reco

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Think R&D Tax Credit Services

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(1)5.0 out of 5
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What is Truewind? Truewind is AI accounting software that serves as a digital accountant, so your actual accountant can focus on producing impactful advisory work. Automate accounting workflows, docum

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Tax credits provide incentives for employers that cultivate a more diverse workforce and retain employees during challenging times. Trusaic TaxAdvantageSM helps you identify opportunities for the foll

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Unicorn Accountants London is a distinguished accountancy firm offering a comprehensive suite of services tailored to meet the needs of small and medium-sized businesses. Located at the heart of centr

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Get the most out of the Work Opportunity Tax Credit (WOTC). Tap our proprietary technology to help simplify the process, identify more WOTC eligible employees, and capture more tax credits for your co

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"CMS – Cost Management Services, LLC founded in 1997, focuses on developing and providing Employment Management Solutions for business across North America, Canada, Guam and the Virgin Islands. Locate

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