# Best Tax Credit Providers *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Tax credit providers are companies that assist other businesses with maximizing government incentives and tax credits, such as research and development (R&D), employee retention credits (ERC), and work opportunity tax credits (WOTC). These tech-enabled services evaluate businesses’ financial records, usually expenses, W-2’s, 1099’s, previous tax returns, etc., to see if they qualify for any tax credits. In turn, companies can use these tax credits to offset income and payroll taxes. Tax credit providers have in-depth knowledge of tax laws and regulations, and spend substantial time calculating and supporting any tax credits a company might claim on tax returns. Typically, tax credit providers do not file taxes on behalf of their clients, but rather work with accounting teams to summarize their findings in a report, and make sure credit is filed correctly. These reports can also serve as documented support in case of an audit. Tax credit providers often work together with [tax services providers](https://www.g2.com/categories/tax-services), who specialize in the actual filing of taxes. Tax credits should not be confused with tax deductions. Tax credits can be used towards paying taxes owed or paid, while tax deductions lower taxable income. To qualify for inclusion in the Tax Credit Providers category, a service provider must: - Evaluate business financials, such as expenses, W-2’s, and 1099’s, to determine if a company is eligible for any tax credits - Work directly with the clients’ staff to better understand current and historical project data - Calculate any tax credits based on local and federal guidelines - Summarize and document findings in a report that supports and substantiates the tax credit in case of an audit ## Category Overview **Total Products under this Category:** 53 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 200+ Authentic Reviews - 53+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top-Rated Products (Ranked by G2 Score) ### 1. [WOTC.com](https://www.g2.com/products/wotc-com/reviews) WOTC.com stands as a powerhouse in the financial services realm, offering unparalleled expertise in optimizing government incentives and tax credits to supercharge businesses' profitability. With a leadership team boasting a cumulative 100 years of credit mastery and cutting-edge custom technology at their disposal, WOTC.com has successfully secured over $1 billion in government incentives for clients, without a single dollar returned to the IRS. Armed with a squad of credit virtuosos, WOTC.com specializes in navigating federal and state incentive credits such as the Work Opportunity Tax Credit, Research and Development Tax Credit, and a myriad of other lucrative opportunities. **Average Rating:** 4.9/5.0 **Total Reviews:** 22 **Seller Details:** - **Seller:** [Work Opportunity Tax Credit](https://www.g2.com/sellers/work-opportunity-tax-credit) - **Company Website:** https://www.wotc.com - **Year Founded:** 2008 - **HQ Location:** New York, US - **LinkedIn® Page:** http://www.linkedin.com/company/wotccom (17 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness - **Company Size:** 59% Mid-Market, 32% Enterprise ### 2. [Pilot](https://www.g2.com/products/pilot/reviews) We’re the largest startup and small business-focused accounting firm in the US with a team of 300+ US-based employees. Our accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business. We offer bookkeeping, CFO, tax services, and more for thousands of companies, ranging from two founders in a garage to hundred-person teams. Whether you’re looking to strengthen your decision-making or want a hands-off compliance solution, we'll tailor our services to your unique needs. See Pilot in action with our 8-minute demo: https://pilot.com/demo Talk to an expert: https://pilot.com/talk-to-expert **Average Rating:** 4.7/5.0 **Total Reviews:** 139 **Seller Details:** - **Seller:** [Pilot](https://www.g2.com/sellers/pilot) - **Company Website:** https://pilot.com - **Year Founded:** 2016 - **HQ Location:** San Francisco, CA - **Twitter:** @PilotHQ (2,863 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/pilothq/ (419 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 96% Small-Business, 4% Mid-Market ### 3. [Haven](https://www.g2.com/products/haven-2025-06-02/reviews) Haven is a modern outsourced accounting platform built for startups and small to mid-sized businesses (SMBs). It replaces traditional accounting firms and slow, ticket-based support with a faster, more human approach – delivered directly through Slack. Haven provides full-service accounting, including bookkeeping, tax preparation and filings, financial reporting, and fractional CFO services. By combining software with a dedicated team of experts, Haven gives founders real-time visibility into their financials without the cost or complexity of building an in-house finance team. Designed for high-growth startups and lean SMBs, Haven offers responsive, on-demand support, fast monthly closes, and clean, audit-ready books. Its intuitive experience and proactive communication model ensure you get answers quickly and stay on top of your finances. Beyond day-to-day accounting, Haven delivers strategic financial insights – helping you manage cash flow, plan for growth, optimize tax strategy, and make data-driven decisions with confidence. Trusted by 1000+ companies, Haven is redefining outsourced accounting with a modern, tech-enabled approach built for how today’s businesses operate. **Average Rating:** 5.0/5.0 **Total Reviews:** 33 **Seller Details:** - **Seller:** [Haven](https://www.g2.com/sellers/haven-e2fe4ceb-ef51-4fa9-8331-f74f01bbd40f) - **Company Website:** https://www.usehaven.com/ - **Year Founded:** 2023 - **HQ Location:** New York City, NY - **LinkedIn® Page:** https://www.linkedin.com/company/haventax/ (63 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 76% Small-Business, 6% Mid-Market ### 4. [Fondo](https://www.g2.com/products/fondo/reviews) Fondo (YC W18) is the all-in-one accounting platform built specifically for high-growth startups. We help founders and finance teams simplify bookkeeping, tax filings, and R&D tax credits so they can stay focused on building their businesses. More than 1,500 startups already trust Fondo to handle their back office—from early-stage seed companies to venture-backed growth teams. With Fondo, startups save time and maximize savings through automation and expert support. On average, our customers receive over $21,000 in cash back from the IRS through R&D tax credits, while also ensuring their taxes, financial statements, and compliance filings are accurate and stress-free. Our platform combines modern software with U.S.-based CPAs to provide a streamlined experience for founders. Unlike traditional accounting firms, Fondo was designed for startups: fast onboarding, transparent pricing, and proactive guidance that grows with your company. Whether you need monthly bookkeeping, tax return preparation, payroll support, or compliance filings like Delaware franchise tax, Fondo keeps your finances in order and gives you confidence when talking to investors. Key benefits of choosing Fondo: Automated bookkeeping with human review for accuracy Startup-focused tax expertise, including R&D credits and federal/state filings All-in-one compliance support for Delaware C Corps and other entities Dedicated CPA support to answer questions and prevent costly mistakes Scalable services that adapt as your company grows By partnering with Fondo, you’ll save money, reclaim valuable time, and avoid accounting headaches—while ensuring your startup is always investor-ready and IRS-compliant. We file your taxes, close your books, and help you get money back. **Average Rating:** 5.0/5.0 **Total Reviews:** 8 **Seller Details:** - **Seller:** [Fondo](https://www.g2.com/sellers/fondo) - **Company Website:** https://www.fondo.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, US - **Twitter:** @Fondocom (7,452 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fondohq/ (101 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software - **Company Size:** 100% Small-Business ### 5. [TaxTaker](https://www.g2.com/products/taxtaker/reviews) TaxTaker is a leader in specialty tax incentives, helping companies unlock federal and state savings while advancing innovation and efficiencies. Headquartered in Austin, TX, with employees across the US, we are backed by former Big 4 CPAs and professional engineers licensed in all 50 states. The TaxTaker team has completed thousands of incentive studies, resulting in billions of dollars recovered nationwide across dozens of verticals including but not limited to: Biotech and Pharmaceuticals, AI and Software, Defense and Hardwares, Manufacturing and CPG. In addition to the services we specialize in, the team also provides thought leadership across R&D Tax Credits, 179D Energy-Efficient Commercial Buildings Deductions, Cost Segregation, and Investment Tax Credits, regularly speaking on industry panels, conferences and coalitions to proactively strengthen these business critical programs for the long run. **Average Rating:** 4.9/5.0 **Total Reviews:** 8 **Seller Details:** - **Seller:** [TaxTaker](https://www.g2.com/sellers/taxtaker) - **Year Founded:** 2018 - **HQ Location:** Austin, Texas - **Twitter:** @gotaxtaker (342 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/taxtaker (11 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 88% Small-Business ### 6. [PricewaterhouseCoopers (PwC)](https://www.g2.com/products/pricewaterhousecoopers-pwc/reviews) We occupy a leading position on the market for auditing and consultancy. PwC provides support to clients from all sectors to enable them to obtain their objectives – thanks to our worldwide network, the opportunities are boundless. If you would like to know something about PwC, the best way would be for us to first tell you about our clients – this is because we are serious when we say that you enjoy top priority at PwC. PwC advises groups and family-owned companies, industrial and service companies, global players and local heroes, the public sector, associations and NGOs. Because they are able to rely on us, we are the leading auditing and consultancy company in Germany. And because more than 13,000 specialists with around 600 partners at 21 locations in Germany are working every day to ensure that this trust is justified. The services provided by PwC to its clients are spread over three divisions: Audit and audit-related services (Assurance), tax and legal advice (Tax & Legal) as well as deals and consulting (Advisory). The experts in the respective divisions work together to enable comprehensive and long-term assistance to be provided to clients – whereby we of course comply strictly with the legal requirements when we provide advice as well as auditing services to a company. Our work would be inconceivable without integrity, objectivity and a professional approach. We accompany you wherever you want to go What else can our clients expect from PwC? Solutions which are based on modern theories and methods and which at the same time have demonstrated their worth in practical applications. Decades of experience. Extensive sector knowledge and expertise. Quality in all respects – and support and professional services provided across all borders. Because PwC Germany is an independent member of the global PwC network and is able to access the support provided by more than 327,000 people in 152 countries throughout the world. This means that we provide support to companies not only in all phases of their development but also at all locations. **Average Rating:** 4.2/5.0 **Total Reviews:** 38 **Seller Details:** - **Seller:** [PwC](https://www.g2.com/sellers/pwc) - **Year Founded:** 1998 - **HQ Location:** United Kingdom - **Twitter:** @PwC (204,633 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1044/ (297,524 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Accounting - **Company Size:** 47% Mid-Market, 37% Enterprise #### Pros & Cons **Pros:** - Expertise (2 reviews) - Knowledge (2 reviews) - Collaboration (1 reviews) - Technical Expertise (1 reviews) ### 7. [Mint](https://www.g2.com/products/mint-technologies-inc-mint/reviews) First, you link your payroll or accounting platform (think Quickbooks, Rippling, Gusto). Mint then syncs a snapshot of that data and automatically analyzes it to figure out which credits your most likely best suited for. We then generate an internal report with our estimated tax savings before handing it off to our expert CPAs for a final review. At the end, we review everything with you. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **Seller Details:** - **Seller:** [Mint Technologies](https://www.g2.com/sellers/mint-technologies) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 8. [Aprio](https://www.g2.com/products/aprio/reviews) Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [Aprio](https://www.g2.com/sellers/aprio-44235425-ac19-40df-bc12-746481ea2bb7) - **Year Founded:** 1952 - **HQ Location:** Atlanta, US - **Twitter:** @AprioAdvisors (1,496 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/aprio-llp/ (2,437 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 9. [Clarus R+D Platform](https://www.g2.com/products/clarus-r-d-platform/reviews) The Clarus R+D app automates the process of claiming research and development tax credits. Businesses of all sizes and types can qualify for the R&D tax credit. Yet the vast majority of credits are claimed by very large manufacturing companies. Why? Because, traditionally, R&D tax studies are complicated and expensive. At Clarus R+D, our mission is to make R&D tax credits more accessible to SMBs, including pre-revenue startups. As well as expand its value into industries such as software, engineering, biotech, and medtech. Get money back into your business to hire, innovate, and grow. All for a fraction of the cost of a traditional R&D tax study. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [Clarus R+D](https://www.g2.com/sellers/clarus-r-d) - **Year Founded:** 2016 - **HQ Location:** Columbus, US - **Twitter:** @ClarusRD (133 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/clarusrd/ (23 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 10. [HireCredit](https://www.g2.com/products/hirecredit/reviews) HireCredit helps employers optimize and automate the administration of hiring-based tax credit programs. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [HireCredit](https://www.g2.com/sellers/hirecredit) - **Year Founded:** 2017 - **HQ Location:** Indianapolis, US - **LinkedIn® Page:** https://www.linkedin.com/company/16232803 (3 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 11. [MainStreet](https://www.g2.com/products/mainstreet-mainstreet/reviews) Startups: Get $50K+ back from the IRS in 20 minutes. We hunt through 200+ tax credits for you & do all the paperwork. Free to see how much you're owed. Claim your savings in 20 minutes. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [MainStreet](https://www.g2.com/sellers/mainstreet) - **Year Founded:** 2019 - **HQ Location:** San Jose, US - **LinkedIn® Page:** http://www.linkedin.com/company/workonmainstreet (64 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 12. [TaxRobot](https://www.g2.com/products/taxrobot/reviews) TaxRobot is the quickest, easiest, and most affordable way to automate your R&D credit calculation and receive your money. We provide best-in-class substantiation reports, audit defense at no additional charge, and, best of all, we don't charge a fee unless we identify a benefit. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [TaxRobot](https://www.g2.com/sellers/taxrobot) - **Year Founded:** 2021 - **HQ Location:** Houston, US - **LinkedIn® Page:** https://www.linkedin.com/company/taxrobot (3 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 13. [Accountancy Cloud](https://www.g2.com/products/accountancy-cloud/reviews) Accountancy Cloud offers the best full stack finance function for high growth startups. Finance managers and powerful software deliver unparalleled accounting, R&D tax credits and financial services for startups. Each startup gets access to our software that provides financial reports and management information to assist in decision making. Over the past 5 years, customers have grown their revenues by 3x on average, have been valued at over £500m, and we’ve supported 10 exits including ones to Facebook, Coinbase and Just Eat. **Average Rating:** 4.3/5.0 **Total Reviews:** 2 **Seller Details:** - **Seller:** [Accountancy Cloud](https://www.g2.com/sellers/accountancy-cloud) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 14. [alliantgroup](https://www.g2.com/products/alliantgroup/reviews) "alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time." **Seller Details:** - **Seller:** [alliantgroup](https://www.g2.com/sellers/alliantgroup) - **Year Founded:** 2002 - **HQ Location:** Houston, Texas, United States - **Twitter:** @alliantgroup (2,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/alliantgroup/ (1,439 employees on LinkedIn®) ### 15. [Ardius](https://www.g2.com/products/ardius/reviews) "Intelligent automation with Big 4 tax experts to unlock your R&D tax credit, all without any risk. Ardius is now part of the Gusto family. **Seller Details:** - **Seller:** [Gusto](https://www.g2.com/sellers/gusto) - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @GustoHQ (21,174 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2499210/ (4,351 employees on LinkedIn®) ### 16. [Armanino](https://www.g2.com/products/armanino/reviews) Armanino is one of the top 25 largest independent accounting and business consulting firms in the US. You can count on Armanino to think strategically, to provide sound insights that lead to positive action. We address not only your compliance issues, but your underlying business challenges — assessing opportunities, weighing risks, and exploring the practical implications of both your short- and long-term decisions. Armanino provides best practice consulting along with software selection, implementation, integration and strategy for Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Business Intelligence (BI), Financial Planning and Analysis (FP&A) solutions and more. We are constantly looking at adding new service lines, technology solutions and specialized expertise that will help advance our clients’ business goals. We are a nationwide leader in serving privately-held companies, as well as, nonprofit organizations and public entities. We provide technology solutions and consulting, audit, tax, business outsourcing, strategy services and risk assurance and advisory. Our technology focus and global services are key aspects of our service lines. We work with clients in a large range of industries including technology, manufacturing, nonprofit, real estate, professional and financial services, life sciences, cannabis, healthcare and more. Our offices are located in major cities across the country and we have consultants on the ground at key locations across the Nation. We provide global services in more than 100 countries through Moore – one of the world's major accounting and consulting organizations. **Average Rating:** 3.8/5.0 **Total Reviews:** 9 **Seller Details:** - **Seller:** [Armanino](https://www.g2.com/sellers/armanino) - **Year Founded:** 1969 - **HQ Location:** San Ramon, US - **Twitter:** @ArmaninoLLP (4 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/14546/ (3,131 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 78% Mid-Market, 22% Small-Business #### Pros & Cons **Pros:** - Experience (1 reviews) ### 17. [Aurora Consulting Group LLC](https://www.g2.com/products/aurora-consulting-group-llc/reviews) Aurora Consulting Group LLC is a comprehensive financial and advisory service provider designed to empower entrepreneurs by offering strategic tax planning, meticulous accounting, insightful advisory, and supportive coaching. The firm focuses on building enduring relationships with its clients, ensuring that their financial needs are managed effectively so that they can concentrate on their core areas of expertise and creativity. The target audience for Aurora includes entrepreneurs and business owners who seek a holistic support system for maintaining accounting and tax compliance while pursuing their financial planning goals. These clients value integrity in their financial data and relationships, striving to uphold high standards in delivering value to their customers. They are proactive problem solvers who require a dedicated financial team to support them in navigating the complexities of today’s fast-paced, technology-driven business environment. Aurora's service offerings encompass a wide range of financial solutions, all grounded in a strong commitment to ethics and technological efficiency. By leveraging the latest software tools, Aurora creates tailored tech stacks for each client, streamlining financial processes and reducing costs. This technological emphasis not only enhances operational efficiency but also allows clients to focus on building relationships and managing their businesses without the burden of financial woes. Key features of Aurora’s services include personalized tax planning strategies that align with clients' specific business goals, meticulous accounting practices that ensure compliance with regulations, and insightful advisory services that provide valuable guidance for financial decision-making. Additionally, the supportive coaching offered by Aurora helps clients navigate challenges and seize opportunities, fostering a collaborative environment where entrepreneurial dreams can thrive. By communicating data effectively and keeping clients compliant, Aurora Consulting Group LLC empowers entrepreneurs to root their business goals in factual insights. This approach enables clients to engage in creative endeavors with confidence and direction, ultimately allowing them to excel in their respective fields while entrusting their financial matters to a dedicated team of professionals. **Average Rating:** 4.8/5.0 **Total Reviews:** 3 **Seller Details:** - **Seller:** [Aurora Consulting Group](https://www.g2.com/sellers/aurora-consulting-group) - **Company Website:** https://www.auroracgllc.com - **Year Founded:** 1998 - **HQ Location:** Visalia, US - **LinkedIn® Page:** https://www.linkedin.com/company/aurora-consulting-group-llc (8 employees on LinkedIn®) - **Ownership:** Sandra Koch **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 18. [BLMC | R&D Tax Credit Audit Specialists](https://www.g2.com/products/blmc-r-d-tax-credit-audit-specialists/reviews) BLMC offers comprehensive R&D tax credit audit services, providing specialized defense and consulting for businesses whose claims are under examination. At the federal level, our experts rigorously defend your claims against IRS scrutiny under IRC Section 41 by substantiating both your Qualified Research Expenses (QREs) and the strict four-part test. We act as your primary liaison, handling all Information Document Requests (IDRs) and presenting the necessary technical and financial documentation to prove your projects relied on hard sciences, aimed to eliminate technical uncertainty, and involved a true process of experimentation. At the state level, BLMC navigates the unique nuances of individual Department of Revenue audits, paying special attention to distinct state filing procedures and strict geographic restrictions to ensure only eligible, in-state expenses are claimed. Across both federal and state jurisdictions, our end-to-end support includes pre-audit readiness assessments, direct negotiations with examining agents, and robust appeals representation. Ultimately, we step in to protect your bottom line—bridging the gap between tax law and engineering realities to prove that you did the work, spent the money, and followed the exact letter of the law. Contact: BLMC | R&D Tax Credit Audit Specialists Address: 1120 South Fwy Suite 123, Fort Worth, TX 76104, USA Phone: (469) 522-3369 Website: https://blmc.com/ **Seller Details:** - **Seller:** [BLMC](https://www.g2.com/sellers/blmc) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 19. [Boast.ai](https://www.g2.com/products/boast-ai/reviews) Boast.ai offers an AI-driven platform designed to simplify and maximize the process of claiming R&D tax credits for businesses in the United States and Canada. By integrating with existing technical and financial systems, Boast.ai automates the identification, documentation, and filing of eligible R&D activities, ensuring companies receive the full benefits of available tax incentives. Key Features and Functionality: - AI-Powered Classification: Utilizes machine learning algorithms to accurately identify and categorize all R&D activities and expenditures related to eligible projects. - Seamless Data Integration: Connects with a wide range of payroll, accounting, and project management systems, including Gusto, ADP, QuickBooks, Jira, and GitHub, to streamline data collection and analysis. - AuditShield Protection: Provides comprehensive audit support by compiling detailed documentation from integrated systems, ensuring claims are audit-ready and defensible. - Real-Time Claim Tracking: Offers a secure, user-friendly portal for monitoring the status of claims, accessing historical data, and gaining insights into R&D investments. Primary Value and Problem Solved: Boast.ai addresses the complexities and time-consuming nature of claiming R&D tax credits by automating the entire process. This not only reduces the administrative burden on companies but also minimizes the risk of errors and audits. By ensuring that all eligible R&D activities are accurately identified and documented, Boast.ai helps businesses secure larger refunds more efficiently. This non-dilutive funding can then be reinvested into further innovation and growth initiatives, providing companies with the financial flexibility to scale and compete effectively in their respective markets. **Seller Details:** - **Seller:** [Boast.ai](https://www.g2.com/sellers/boast-ai) - **Year Founded:** 2011 - **HQ Location:** Vancouver, CA - **LinkedIn® Page:** https://www.linkedin.com/company/boast-capital (123 employees on LinkedIn®) ### 20. [Claimer](https://www.g2.com/products/claimer/reviews) Complete your R&D tax credit claim in minutes for just 5% or less of what you get back. 100% success rate, with all claims reviewed by an expert. We believe that making R&D tax claims should be quick and easy, but at the moment the industry is dominated by slow, inefficient, and expensive consultants. Claimer’s platform makes it easy for businesses to reliably complete their R&D relief claims without any tax knowledge. After submission on our platform, our in-house tax specialists check and enhance every claim before it goes to the tax authorities. The service is 10x faster and 6x cheaper than using a consultant: our fee is 5% or less of your saving/credit, capped to £10k, much less than the typical uncapped 20-30% usually charged. Claimer has dealt with claims from £1k to over £2m with a 100% success rate (no rejections or reductions). Our customers have also awarded us 5 stars on TrustPilot. **Seller Details:** - **Seller:** [Claimer Tech Ltd](https://www.g2.com/sellers/claimer-tech-ltd) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 21. [CTI](https://www.g2.com/products/cti-2025-06-17/reviews) CTI is a tax incentives specialty firm with more than 25 years of experience helping businesses identify, document, and secure greater tax credits and incentives. Our team of elite tax professionals combines a proven project methodology with highly personalized service to deliver measurable value with transparency and efficiency. We proactively partner with clients across industries to uncover eligible incentives, streamline compliance, and maximize returns. Work is supported by secure, in-house software and real-time, 24x7 dashboard access so clients can monitor progress and review comprehensive deliverables at every stage. From initial qualification through documentation and audit support, CTI provides clear, defensible work products and attentive client service tailored to each engagement. Whether you’re pursuing R&D credits, state and local incentives, or other tax benefit programs, CTI’s specialists are focused on delivering optimal results that power the financial success of your business. **Seller Details:** - **Seller:** [CTI](https://www.g2.com/sellers/cti-173c84d7-4437-44c6-aecf-97b7aaa41bf3) - **Year Founded:** 2001 - **HQ Location:** Folsom, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/corporate-tax-incentives/ (98 employees on LinkedIn®) ### 22. [DualEntry Implementation Services](https://www.g2.com/products/dualentry-implementation-services/reviews) DualEntry is an AI-native ERP built by and for accountants. It’s designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ native bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more High-performing finance teams close the books faster by automating 90% of manual tasks with DualEntry, freeing up their time to focus on strategy. **Seller Details:** - **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry) - **Year Founded:** 2024 - **HQ Location:** New York, US - **Twitter:** @dualentry (748 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dualentry/ (48 employees on LinkedIn®) ### 23. [Employee Retention Tax Credit (ERTC) Service](https://www.g2.com/products/employee-retention-tax-credit-ertc-service/reviews) The workplace as we know it is changing. Paychex leads the way by making complex HR, payroll, and benefits simple. Our innovative HR outsourcing technology and the expertise of our highly trained HR consultants meet the evolving needs of our clients and their employees. You can see it in our growth as an HR leader as well as in the positive returns we deliver to our shareholders. **Seller Details:** - **Seller:** [Paychex Inc](https://www.g2.com/sellers/paychex-inc) - **Year Founded:** 1971 - **HQ Location:** Rochester, NY - **Twitter:** @Paychex (11,878 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4255/ (18,549 employees on LinkedIn®) - **Ownership:** NASDAQ:PAYX ### 24. [EmpowerRD](https://www.g2.com/products/empowerrd/reviews) EmpowerRD makes it faster and more efficient for UK companies to build and submit compliance, optimised R&D tax credit claims. Our R&D platform and team of specialists take the headache out of claiming R&D tax credits with HMRC. Save time without compromising on claim quality. EmpowerRD combines technology and human expertise to ensure your company's R&D tax credit claim isn’t just compliant – it’s also complete, benchmarked, optimised and robust enough to stand up to HMRC’s increasing scrutiny. Fast-track the claim building process. Enjoy support from our team of R&D specialists. Build an R&D tax credit claim with a partner you can trust. **Seller Details:** - **Seller:** [EmpowerRD Limited](https://www.g2.com/sellers/empowerrd-limited) - **Year Founded:** 2017 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/empowerrd/ (30 employees on LinkedIn®) ### 25. [Every](https://www.g2.com/products/every/reviews) Every.io is an all-in-one back-office platform designed to streamline operations for startup founders. It integrates essential services such as incorporation, banking, payroll, benefits, accounting, taxes, and compliance into a single, user-friendly system. By consolidating these functions, Every.io enables entrepreneurs to focus on growing their businesses while ensuring financial operations remain compliant and efficient. Key Features and Functionality: - Incorporation: Facilitates seamless business registration, including free Delaware C-Corp formation with legal documents tailored for startups. - Banking & Cards: Offers integrated business banking solutions with corporate cards that provide up to 3% cashback, enhancing financial management. - Payroll & HR: Automates payroll processing and manages employee benefits, ensuring compliance and efficiency in human resources operations. - Accounting & Taxes: Provides AI-enriched bookkeeping with accurate transaction categorization, along with comprehensive tax filing services, including corporate income taxes and R&D tax credits. - Compliance Management: Ensures legal and financial compliance through integrated tools and services, reducing the risk of regulatory issues. Primary Value and Problem Solved: Every.io addresses the complexities and time-consuming nature of managing multiple back-office functions by offering a unified platform. This consolidation saves founders significant time and resources, allowing them to concentrate on product development and customer engagement. The platform's AI-driven automation enhances efficiency and accuracy, particularly in bookkeeping and tax compliance, reducing the likelihood of costly errors. By providing dedicated financial support and tailored services for startups, Every.io ensures that businesses can scale confidently without the administrative burden typically associated with back-office operations. **Seller Details:** - **Seller:** [Every](https://www.g2.com/sellers/every) - **Year Founded:** 2021 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/everybanking (328 employees on LinkedIn®) ## Parent Category [Business Finance Providers](https://www.g2.com/categories/business-finance)