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Tax meet Tech

TaxTaker is your internal R&D tax credit department   

Our automated, cloud-based solution is the answer to your firm's increasing need to manage R&D Tax Credit studies.  Whether you have experience with the incentive or not, each client project will be managed accurately, efficiently, and comprehensively. 

TaxTaker offers the first white-label R&D Tax Software for CPA firms. Built by experienced CPAs* and R&D Tax Attorneys, our technology is a powerfully accurate alternative to the standard R&D study model, helping clients save time and maximize tax benefits.

Fast algorithms

Intuitive design

Safe & Secure Data

We're here to improve the R&D study process for accounting professionals.

How our platform works for you

Better support your R&D clients and edge out competition with a new service line

TaxTaker is changing the way value-add specialty tax services operate. Our platform, process, and robust support takes the prior guesswork out of the painstaking intricacies of specialized tax credits. 


With a smarter way of procuring the required data and tasks for tax credit studies, financial professionals can more easily offer their clients the available tax benefits they are eligible for, and better spend their time consulting and strategically maximizing their long-term budgeting goals and business objectives. 


By leveraging our turn-key program, together we can empower business owners and entrepreneurs to focus on spending their time the way they want to: running and growing their business.


Earn profits year-round when you offer specialty tax services in house. CPA Firms regularly lose several million dollars to third-party consultants each year by not having specialty service lines in-house.

A new channel boosts your firm's revenue stream, expands your client base and attracts new customers in innovative industries.


Efficiently leverage firm time when you bring TaxTaker software  into your practice.  By improving productivity and accuracy, the firm builds confidence in house and with their clients.

Whether you have a few R&D projects each tax season, or several hundred, our system is designed to manage all clients with the utmost efficiency.  Plus, by electronically storing information related to an R&D tax credit claim, you safely prevent information loss in the event of an audit by a taxing authority.

Customer Success

Value-added services encourage more touch points with clients throughout the year, resulting in increased trust, referrals, and client success. 

Raised client retention rates are good for firm morale and yields  opportunities for internal staff development. We see that sponsoring continuing education in-house results in increased subject matter knowledge and career advancement for staff.

Managed Support

We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities surrounding the R&D Credit-at both Federal and State levels.


We are always a call or email away for any technical questions that arise, providing the CPA with peace of mind that both their clients and own questions are answered in a timely and accurate manner. 

What makes us different

Robust Support

Ask us anything! We are experts so you don't have to be.  You'll always have a team for all of your questions just a call or email away.  We know that your time is valuable, and we place a heavy emphasis on being highly responsive.  

Personalized Service

We know that every firm has different needs and varying types of clientele.  TaxTaker is designed to fit a one-person shop to a firm of 1000. We don't slow down when it's not tax time.  We are here all year long to answer and serve your requirements.


 We have poured our expertise into our tech so that you save time and aren't up against a steep learning curve. Plus, our platform is continually learning and responding to our clients projects and requests. 

R&D Tax Credit



Whether you've assisted your clients on several studies, or this is your first time, TaxTaker software and built in support serve as your back office specialty tax practice.

"I'm a business looking for R&D claim assistance."

If you are a company that is seeking R&D claim preparation from the help of TaxTaker directly, contact us and we will match you with a partner.

Contact Us

Contact us to see how our expertise and personalized services can boost your firm's bottom line.

We are proudly headquartered in Austin, Texas.