Tax and technical expertise on every study.
Our team pairs tax knowledge with engineering review, so each claim is built on a real understanding of your work.
Specialty tax
incentive experts.
We're on a mission to put more money in your company's pocket so you can go further, faster.
Why TaxTaker exists
Since 2018, TaxTaker has helped innovative companies and their accounting teams claim specialty tax incentives including R&D tax credits, §179D deduction, the Investment Tax Credit and Texas film incentives. These programs need specialized expertise that sits outside a general practitioner's day-to-day work.
We saw too many companies missing out. Some under-claimed and left money on the table. Others over-claimed and took on risk they didn't need. Both are costly.
So we act as special teams for these programs. You don't change your financial stack or your relationships. We work alongside your CPA, bookkeeper and finance teams to make sure you claim every dollar you qualify for.
The results speak for themselves: over $125 million claimed for our clients, and happy customers and partners across the country.
How we work
Conservative and audit-ready.
We claim what you qualify for and document it so it holds up.
Your team stays your team.
We respect your existing accountant and bookkeeping relationships and work alongside them. Your CPA files with our support.
Our team
A team of CPAs, EAs and PEs focused only on specialty tax incentives.
Note from the founder
I've worked in specialty tax incentives since 2013. When the R&D credit became permanent in 2015, I knew there was a better way to serve and educate companies, especially startups and small businesses. Too many were missing these incentives entirely or claiming them in ways that put them at risk. Under-claiming and over-claiming both cost you. So finally in 2018, I started TaxTaker.
These programs fall outside what most general practitioners handle day to day. That's not a knock on CPAs. It's why we exist. We're the special teams: we do this one thing well, and we work alongside the people you already trust.
Today we work with everyone from newly incubated startups to Fortune 100 companies. Relationships matter here, and that hasn't changed.
It's truly a privilege to work with our clients and partners.
Ari Salafia, Founder & CEO
Our Values
Accountable Asset.
We own our actions and follow through on every commitment, on time.
Humble Hustler.
We do what it takes to get the job done right, share the credit and shoulder the responsibility.
Lifelong Learner.
Incentive rules change, so we stay curious and keep improving. We’d rather be learn-it-alls than know-it-alls.
Intelligent & Impactful.
We hold a high bar, share what we know and measure ourselves by results.
Serve Before Self.
Clients and partners come first. Every decision starts with “what’s in it for them?”
Energy Giver.
We bring steady, positive energy to every engagement, especially when clients are under pressure.
Customers Love the Ease and Simplicity
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Amazing customer service. Appreciate the diligence around taxes and helping us receive additional credits.
Kevin Moriarty
Chive Media Group
Great team to work with all around!
Cruz Sierra
Epoc
I had a great experience working with the Taxtaker team especially Maggie Hensley. They were able to answer all my questions and guide me on how to do things.
Hassan Ibrahim
Tough Leaf
They rock! So attentive and helpful. They found us 35k, what's not to love.
Alison Wiser
Wiser Wellness
The team is amazing to work with! Fast & super efficient!
Leela Suppiah
DataStream Cyber Insurance
TaxTaker is responsive, knowledgable, creative, and helpful.
Steve Barrows
Crosswalk Labs
The process was very efficient and the team did a great job explaining the process and executing the project.
Trevor Cook
Sirvatus
Easy to work with, very friendly staff, clear expectations of us, good value.
Randy Berridge
Industrial Resolution
Working with TaxTaker has been great for us. They were efficient and effective and got us great results. Couldn't ask for a better partner!
Ermelinda Kraft
WayWiser
The TaxTaker team makes the R&D tax credit process really easy, which is something that's very important given any external-driven process can be more difficult to impact or navigate through. The communication, between timeline, expectations, and results, is excellent. And I truly enjoy the people. Everyone involved is nice to work with - personable while professional and engaging.
Joel Hamann
Spot Insurance
The team at TaxTaker is amazing. At each step from introduction to tax filing, they provided us exactly what we needed and took up very little of our time. All rapidly growing technology companies should contact TaxTaker. You will be very happy you did.
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Richard MacWilliams
COO, TPN Health
As a Founder and CEO, my bandwidth is limited but cash is king. I appreciate that TaxTaker makes the tax credit process simple and low maintenance. The payroll integration is a great service and the platform is quick and easy. It's great to access the credit and manage cash flow.
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Mark Begert
Founder & CEO, Fabulingua
The process with the team was super easy, and they were diligent about staying on top of our refund with the IRS, which ultimately returned over $100k to my company. Thank you so much for your help!
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Megan Strout
Founder & CEO, Tack Advisors
Join our team
We're always looking to explore conversations with great talent. If you're interested in joining our team, send us a note.
Send us a noteFrequently Asked Questions
Talk to an expert. No hard sell, ever. We only want to work with you if it's a fit.
Why TaxTaker?
Since 2018, TaxTaker has helped innovative companies and their accounting teams claim specialty tax incentives. Our team pairs tax knowledge with engineering review, so each claim is built on a real understanding of your work. The results speak for themselves: over $125 million claimed for our clients, and happy customers and partners across the country.
Which tax incentives does TaxTaker handle?
R&D tax credits, the §179D deduction, the Investment Tax Credit and Texas film incentives. These programs need specialized expertise that sits outside a general practitioner's day-to-day work.
Will TaxTaker replace my CPA?
No. We respect your existing accountant and bookkeeping relationships and work alongside them. Your CPA files with our support.
How does TaxTaker build a claim?
Our team pairs tax knowledge with engineering review, so each claim is built on a real understanding of your work. We claim what you qualify for and document it so it holds up.
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