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Best Tax Credit Providers

Nathan Calabrese
NC
Researched and written by 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, 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
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G2 takes pride in showing unbiased reviews on client satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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52 Listings in Tax Credit Providers Available
Provider Description
Information
This description is provided by the seller.

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 le

Industries Serviced
  • Hospital & Health Care
  • Health, Wellness and Fitness
Provider Works With
  • 59% Mid-Market
  • 32% Enterprise
  • 9% Small-Business
Services OfferedInformation
  • WOTC
  • State Tax Credits
  • R&D Tax Credits

Service Provider

(135)4.7 out of 5
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Provider Description
Information
This description is provided by the seller.

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

Entry Level Price:$199.00
  • Overview
    Expand/Collapse Overview
  • Industries Serviced
    • Computer Software
    • Information Technology and Services
    Provider Works With
    • 97% Small-Business
    • 4% Mid-Market
    Services OfferedInformation
    • Bookkeeping
    • Fractional CFO
    • Tax services
  • Software Expertise
    Expand/Collapse Software Expertise
Industries Serviced
  • Computer Software
  • Information Technology and Services
Provider Works With
  • 97% Small-Business
  • 4% Mid-Market
Services OfferedInformation
  • Bookkeeping
  • Fractional CFO
  • Tax services

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Service Provider

(31)5.0 out of 5
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Provider Description
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This description is provided by the seller.

Haven is a modern accounting platform designed specifically for startups and lean small to medium-sized businesses (SMBs). This innovative solution aims to streamline financial management by replacing

Entry Level Price:Starting at $400.00
  • Overview
    Expand/Collapse Overview
  • Industries Serviced
    • Computer Software
    • Marketing and Advertising
    Provider Works With
    • 74% Small-Business
    • 6% Mid-Market
    Services OfferedInformation
    • Accounting
    • Bookkeeping
    • Business Tax Services
  • Software Expertise
    Expand/Collapse Software Expertise
Industries Serviced
  • Computer Software
  • Marketing and Advertising
Provider Works With
  • 74% Small-Business
  • 6% Mid-Market
Services OfferedInformation
  • Accounting
  • Bookkeeping
  • Business Tax Services

Service Provider

(8)5.0 out of 5
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Provider Description
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This description is provided by the seller.

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

Entry Level Price:Starting at $299.00
  • Overview
    Expand/Collapse Overview
  • Industries Serviced
    • Computer Software
    Provider Works With
    • 100% Small-Business
    Services OfferedInformation
    • Accounting
    • Tax
    • Tax Credits
  • Software Expertise
    Expand/Collapse Software Expertise
Industries Serviced
  • Computer Software
Provider Works With
  • 100% Small-Business
Services OfferedInformation
  • Accounting
  • Tax
  • Tax Credits

Service Provider

(8)4.9 out of 5
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Provider Description
Information
This description is provided by the seller.

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

Industries Serviced
No information available
Provider Works With
  • 88% Small-Business
Services OfferedInformation
No information available
Provider Description
Information
This description is provided by the seller.

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, t

  • Overview
    Expand/Collapse Overview
  • Industries Serviced
    • Accounting
    Provider Works With
    • 47% Mid-Market
    • 37% Enterprise
    • 21% Small-Business
    Services OfferedInformation
    No information available
  • Software Expertise
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  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PricewaterhouseCoopers (PwC) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Expertise
    2
    Knowledge
    2
    Technical Expertise
    2
    Collaboration
    1
    Implementation Ease
    1
    Cons
    Expensive
    1
    Expensive Pricing
    1
Industries Serviced
  • Accounting
Provider Works With
  • 47% Mid-Market
  • 37% Enterprise
  • 21% Small-Business
Services OfferedInformation
No information available
PricewaterhouseCoopers (PwC) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Expertise
2
Knowledge
2
Technical Expertise
2
Collaboration
1
Implementation Ease
1
Cons
Expensive
1
Expensive Pricing
1

Service Provider

(2)4.3 out of 5
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Provider Description
Information
This description is provided by the seller.

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 li

Industries Serviced
No information available
Provider Works With
  • 50% Mid-Market
  • 50% Small-Business
Services OfferedInformation
No information available

Service Provider

(1)4.5 out of 5
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Provider Description
Information
This description is provided by the seller.

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

Industries Serviced
No information available
Provider Works With
  • 100% Mid-Market
Services OfferedInformation
No information available

Service Provider

(1)4.5 out of 5
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Provider Description
Information
This description is provided by the seller.

HireCredit helps employers optimize and automate the administration of hiring-based tax credit programs.

Industries Serviced
No information available
Provider Works With
  • 100% Mid-Market
Services OfferedInformation
No information available

Service Provider

(1)5.0 out of 5
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Provider Description
Information
This description is provided by the seller.

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.

Industries Serviced
No information available
Provider Works With
  • 100% Small-Business
Services OfferedInformation
No information available

Service Provider

(1)5.0 out of 5
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Provider Description
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This description is provided by the seller.

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 addi

Industries Serviced
No information available
Provider Works With
  • 100% Small-Business
Services OfferedInformation
No information available
Provider Description
Information
This description is provided by the seller.

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 serv

Industries Serviced
No information available
Provider Works With
  • 100% Small-Business
Services OfferedInformation
No information available

Service Provider

0 ratings
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Provider Description
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"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 incentive

Industries Serviced
No information available
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No information available
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0 ratings
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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, outsou

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0 ratings
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"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.

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