Making the Move to TaxTaker is Simple

Making the Move to TaxTaker is Simple

TaxTaker: Simplifying startup life. Join us to focus on business growth while we handle the rest.

By Austen Legler ・ 2 min read
Tax and Credits

Once the clock strikes midnight on January 1, we have loads of ambitions for ourselves and our businesses. We’re looking for new ways to improve, optimize, and grow. But we can’t do that if the weight of our vendors, processes, and systems keeps us down. 

So, if you’re looking for a sign to break up with your current R&D tax credit provider, this is it.

Easy-to-use tech with white-glove service you deserve

With a provider like TaxTaker, you get the easy-to-use tech you expect and the white glove service you deserve. You can make the move and get started in three easy steps after you create your account: connect your payroll, let us know what you’re working on, and get your money. It’s that simple. 

  • Connect your payroll. Once you have your account set up, go ahead and connect your payroll. We don’t make you generate any new financial documents; connect or upload what you already have and put together the rest. 
  • Tell us about your projects. After you connect your payroll and other financial information, tell us about your current projects. That way, we can prepare the proper paperwork together so you can get your cash. View the requirements for the R&D Tax Credit and the Employee Retention Credit (ERC)
  • Get your money. We submit the paperwork, so all you have to do is sit back and watch your money roll in. 

If you have several team members involved in the tax credit process, you can invite them to join your TaxTaker account, including your CPA. In addition, if you’re assisting more than one company, we have a dedicated Partner portal you can access. 

Why choose TaxTaker as an R&D tax credit provider?

Simply put, we are tax credit experts, a highly-specialized accounting niche. Only some CPA firms or bookkeepers have the technical know-how around tax credits to get you the money you deserve. Our specialists have secured tax credits for over a decade, so you’re in good hands. 

Vetted experts

Our team of seasoned tax and financing experts ensures you get the maximum amount of money you’re eligible for each year from tax credits. The best part? We work with your existing financial partners and tech stack, so you don’t have to change how you operate. 

Quick & easy funding 

Traditional accounting and banks can take days to see if you qualify for tax credits or underwriting. However, we’ll tell you if you’re a fit or not within minutes or days, so you don’t have to waste any time or money waiting for an answer. After all, time is money. 

Zero-risk pricing 

Working with TaxTaker doesn’t cost you a thing. You don’t pay a dime unless we get you money, period. So, what are you waiting for?

Start the year with more savings

It’s a new dawn. It’s a new day. It’s a new tax season. Let TaxTaker be your partner in getting you the tax credits your startup deserves. We’ll help you get the money the government owes your company in less than an hour. Start your year off right by moving to TaxTaker today. 

Are you also looking for accounting support? Tap into our amazing accounting community of Fractional CFOs!

Register for the webinar here

About the author

Austen Legler
Head of Partnerships

Austen Legler, an experienced marketer and sales professional, has worked with fortune 500 companies, startups, and more. As TaxTaker's Head of Partnerships, he leads the partnership strategy and is focused on building out TaxTaker's partner ecosystem.

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