Elevate Your Business with Expert-Driven Tax Incentives

We Transform Your Innovation and Green Initiatives into Profitable Tax Savings.

Rated #1 tax-credit partner from 400+ reviews.
4.9 on G2
Happy Customers
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Compared to ($300K last year)

Our  Services

179D Commercial Building
Energy Deduction

Up to $5 per sq.ft. for new builds and upgrades.   

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Research & Development
Tax Credits

Slash your income or payroll taxes for innovating products or technologies.

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Predictive Incentive Engine

Ensures you're getting the most from your tax incentives

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Expertise that counts. A partner you can rely on.

With a team of seasoned CPAs from Big 4 accounting firms and Industry Engineers, we’ve successfully processed thousands of tax incentive studies.  This translates into expert knowledge you can access and trust to get the job done.

Green Tax Leader

Specializing in innovative and green tax incentives, we’re at the forefront of environmentally-friendly business practices, ensuring your company benefits while supporting sustainability.

Proven Track Record

Over $50 million returned to our clients, a testament to our commitment to excellence.

Trusted by Pros

CPAs and CFOs across the country prefer us for our reliability and outstanding service.

Customers love the ease
and simplicity

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!

Megan Strout
Founder & CEO, Tack Advisors

They made a promise and they delivered. That is rare in this world!

Joel Wright
Founder & CEO, Sinecure AI

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.

Mark Begert
Founder & CEO, Fabulingua
Tax Savings


+ 102%

Discover the difference.

Maximize your savings and propel your business into new heights.

Assess your eligibility in minutes.
Tap into ongoing savings year-round.

Frequently Asked Questions

Still have questions?

Talk to an expert. No hard sell, ever. We only want to work with you if it's a fit.

What is a tax credit?

Simply put, a tax deduction lowers your taxable income for the year, while a tax credit gives you a dollar-for-dollar reduction of the actual taxes you owe. Both can save you some serious cash, but a tax credit is more meaningful.

An easy way to remember the difference is to think about a tax deduction like a promo code and a tax credit like a gift card to your favorite store. Both will reduce how much you owe, but generally a gift card will eliminate your bill completely.

When should I be claiming tax credits?

Early and often! Certain tax credits like Research & Development Tax Credits are available to companies annually, for the life of their business!

However, it’s imperative that you take a look before you file your tax return every year, because if you file without them you could miss out on them forever.

Other programs like the Employee Retention credit, do have a shelf-life, and are here today gone tomorrow, so don’t be the company missing out on tens or hundreds of thousands of dollars.

What are QREs under the R&D Credit?

Qualified research expenses (QREs) are expenses that a business incurs in conducting qualified research under the R&D Credit. QREs include:

  • Certain amounts paid for supplies (think prototypes, or materials used before commercialization)
  • Wages paid to employees who engage in qualified research or those who directly supervise or support your employees
  • Amounts paid to third parties (aka 1099s) who are under contract to perform R&D activities
I’m an early-stage Startup/not profitable. Am I eligible?

Financially savvy businesses are leveraging tax credits like the R&D tax credit and Employee Retention Credit to save a ton of money even though they are not yet profitable.

There are special provisions in the tax code that allow for Startup companies to benefit from these programs even if they are operating in losses or are pre-revenue.

For the R&D Tax Credit, employers can use their credits as a Payroll Tax Offset, effectively eliminating 6.2% of their annual operating expenses. That's $62,000 for an average Seed-stage startup!

Why doesn’t my CPA just do this for me?

Most accounting firms are not able to be specialists in every facet of the tax code nor should we expect them to know and keep up with the legislative updates and particulars for every single client and industry.

It would be like expecting your General Practitioner to also be versed in Cardiology and Orthopedics. They may very well know the signs that you need help in these areas, but aren’t equipped to tackle them.

That’s why TaxTaker partners with accounting firms and fractional CFO shops all across the country, so you don’t have to change a thing. We come in to tackle these tax “specialities” and you continue to work with your other trusted providers. We're all on the same team!

How does TaxTaker make money?

We operate on a success-based model, meaning you’ll only ever see a fee from us, IF we are certain you qualify for the programs we specialize in AND actually stand to get money back.

We not only make sure you are a fit for every given program, but we also make sure it's worth your time and ours.

For R&D Tax Credits, we charge 2% on your annual qualified expenditures. This keeps our fee not only competitive, but commensurate to the size of your business and how much will need to be documented. This roughly equates to  20% of what we get your company back every year and have a track-record of finding our clients 50% more money than our competitors.

What’s the difference between TaxTaker and your competitors?

Our competitors range from legacy accounting firms that have a specialist in-house to VC-backed software companies.  All are designed to qualify your company for applicable credits and find you the most money available.  

Legacy providers are generally slower, more expensive, and focused on their biggest clients, meaning your small business often gets overlooked. On the other side, software providers can often make flimsy claims or mis-calculate findings.  Too little credit or credit that is not yours are equally not wise!

TaxTaker has differentiated ourselves with a “high tech, high touch” approach to win for our clients.  This means that our experts have invested in building technology and systems that make our processes efficient, but place a heavy emphasis on customer experience.  This enables us to maximize our client results, while also being cognizant of our client’s other priorities and bandwidth.