We’re a People Focused
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We’re on a mission to put more money in your company's pocket so you can go further, faster.
TaxTaker

Tax Incentive Experts

Yes, there is such a thing as tax incentive experts.

Our specialized accounting and engineering teams have been securing and defending Federal and State Tax Incentive studies for over two decades.

Our hyper-niched experience results in your business being  able to claim the maximum benefits every year. We also respect and want you to keep your existing accountant and bookkeeping relationships.

We simply execute on certain niche parts of the tax code with the finest precision so your existing teams are well supported and you spend your time doing what you do best: building your company - while getting lots of money back every year!

Tax Leader

Leadership

Ari Salafia
Ari Salafia
Founder & CEO
LinkedIn
Matt Bechtold
Matt Bechtold, CPA
Head of R&D Tax Services
LinkedIn
Abby Massey
Abby Massey, PE, PMP, LEED AP
VP of Energy Incentives
LinkedIn
Rogelio Salomon
Rogelio Salomon
Head of Product
LinkedIn

Our Values

TaxTaker’s on a mission to help small and medium businesses grow. Companies work with us to get access to billions of dollars in alternative funding each year. Customers love us. We have good momentum. And we’re getting better everyday.

Arrow
Humble Hustler
Arrow
Accountable Asset
Arrow
Lifelong Learner
Arrow
Intelligent & Impactful
Arrow
Serve Before Self
Arrow
Energy Giver

Customers Love the Ease and Simplicity

Stars

Amazing customer service. Appreciate the diligence around taxes and helping us receive additional credits.

Kevin Moriarty
Kevin Moriarty
Chive Media Group
Stars

Great team to work with all around!

Cruz Sierra
Cruz Sierra
Epoc
Stars

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
Hassan Ibrahim
Tough Leaf
Stars

They rock! So attentive and helpful. They found us 35k, what's not to love.

Alison Wiser
Alison Wiser
Wiser Wellness
Stars

The team is amazing to work with! Fast & super efficient!

Leela Suppiah
Leela Suppiah
DataStream Cyber Insurance
Stars

TaxTaker is responsive, knowledgable, creative, and helpful.

Steve Barrows
Steve Barrows
Crosswalk Labs
Stars

The process was very efficient and the team did a great job explaining the process and executing the project.

Trevor Cook
Trevor Cook
Sirvatus
Stars

Easy to work with, very friendly staff, clear expectations of us, good value.

Randy Berridge
Randy Berridge
Industrial Resolution
Stars

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
Ermelinda Kraft
WayWiser
Stars

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
Joel Hamann
Spot Insurance
Stars

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.

Richard MacWilliams
Richard MacWilliams
COO, TPN Health
Stars

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
Mark Begert
Founder & CEO, Fabulingua
Stars

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
Megan Strout
Founder & CEO, Tack Advisors

Frequently Asked Questions

Talk to an expert. No hard sell, ever. We only want to work with you if it's a fit.
Why TaxTaker? What Makes You Qualified To Do This?

Our specialized accounting and engineering teams have been securing these tax incentives for over a decade. Our highly specialized experience means your business is positioned for the maximum amount of benefit, with the confidence that you've got an accurate and complete deliverable every time. So far we have completed thousands of studies and saved our clients more than $75 million.

We also respect and want you to keep your existing accountant and bookkeeping relationships. We simply cover specific portions of the federal tax code with the finest precision so your existing teams are well supported and you spend your time doing what you do best: building your company - while getting lots of money back every year!

What Are TaxTaker’s Fees?

Working with TaxTaker is risk free. TaxTaker collects a success fee only if you qualify for a tax credit. We also offer flexible payment options so you can choose to pay over 6 or 12 months.

Has My CPA Already Taken These Energy Efficiency Incentives For Me?

It is possible that your CPA has taken other deductions but not necessarily the 179D Tax Deduction. Incentives like 179D and 45L require an in person site visit from an engineer that most CPA’s are not qualified to perform.

When's The Best Time To See If I'm Eligible For These Energy Incentives?

The best time to evaluate energy incentives like the 179D deduction, 45L tax credit, and the Investment Tax Credit (ITC) is right at the beginning of your project planning phase. Doing this early allows you to design your project to meet specific requirements, ensuring you qualify for maximum benefits and can plan your budget effectively. It also helps you integrate energy-efficient technologies and renewable energy systems from the start, rather than retrofitting later, and gives you ample time to gather necessary documentation for compliance.

What Is The Ideal Project Size For 179D?

While any size commercial building is eligible for the 179D deduction, the ideal project size is 25,000 square feet or larger. For residential, the project must be at least 4 stories.

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