For CPAs and advisors
TaxTaker handles the technical incentive work your firm doesn't want to build in-house. We maximize value and deliver conservative audit-ready studies and hand you clean deliverables to file. Your client relationship stays yours.
Partner with usFor CPA firms and outsourced CFO firms. You introduce the client. We run the eligibility check, technical interviews, study and calculation. You receive filing-ready support and file the return. We keep you in the loop at every step.
For specialty firms that want to add incentives to their menu, such as sales tax or cost segregation firms. You lead the client relationship and we do the technical work behind you. Scope and terms are set for each partnership.
| Step | Your firm | TaxTaker |
|---|---|---|
| Spot the opportunity | Flags clients with engineers, developers, product work or qualifying projects | Provides a short qualifying checklist |
| Eligibility check | Makes the introduction | Runs the free check and gives a clear go or no-go |
| Study and calculation | Light review, if you want it | Interviews, documentation and federal and/or state calculations |
| Filing | Files the return | Delivers filing support (for R&D, Form 6765 support) and the study report |
| Next year | Stays the client's advisor | Annual planning and re-engagement, with you copied |
In the done-with-you model, the client-facing steps shift to your firm. We agree on exactly who does what before the first engagement.
We never try to replace you. Our deliverables are designed so you can file with confidence.
We claim what clients qualify for and document it so it holds up.
A short information request and one technical interview to start.
Over $125 million claimed for our clients since 2018, from newly incubated startups to Fortune 100 companies.
R&D tax credits are our core. We also handle §179D, the Investment Tax Credit and Texas film incentives amongst others.
Will TaxTaker try to take over my client's tax work?
No. We do incentive work only. You remain the client's CPA or finance lead.
What does my client need to provide?
In most cases, a short information request, payroll and contractor data, and time for one technical interview.
What if the client is audited?
Every study is built with audit-ready documentation and support.
How is TaxTaker paid?
By the client, under a clear upfront engagement agreement. We only get paid when we successfully deliver results.
Which clients are a fit?
Typically revenue-generating or mature companies developing software, hardware, products or processes, especially those with in-house engineers or technical contractors. We also help eligible early-stage startups use the credit to offset employer payroll taxes.
Let's talk. We'll walk through how we work with your firm and look at one or two clients together.
Experience the TaxTaker difference. Partner with us and watch your business thrive through strategic tax incentives.
.svg)
.svg)
