Best Tax Credit Providers with ERC Capabilities

How Many Tax Credit Providers Products Does G2 Track?

Total Products under this Category: 59

Category Stats (Nov 2026)

  • Average Rating: 4.72/5 (↑0.03 vs Oct 2026) The average rating of products in this category, based on all submitted ratings

Last updated: November 08, 2026

How Does G2 Rank Tax Credit Providers Products?

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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.

G2 Grid® for Tax Credit Providers

G2 Grid® for Tax Credit Providers plotting products by satisfaction and market presence

Highlighted products: Swanson Reed | Specialist R&D Advisors, Indinero, Pilot, WOTC.com, and Haven.

Underlying data: [Grid® JSON](https://www.g2.com/categories/tax-credit-providers/grids.json?focus%5B%5D=swanson-reed-specialist-r-d-advisors&focus%5B%5D=indinero&focus%5B%5D=pilot&focus%5B%5D=wotc-com&focus%5B%5D=haven-2025-06-02)

TaxTaker

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

Who Is the Company Behind TaxTaker?

  • Seller: TaxTaker
  • Year Founded: 2018
  • HQ Location: Austin, Texas
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 88% Small

What Are Recent G2 Reviews of TaxTaker?

Clarus R+D Platform

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

Who Is the Company Behind Clarus R+D Platform?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Clarus R+D Platform?

What Are G2 Users Discussing About Clarus R+D Platform?

HireCredit

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

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind HireCredit?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of HireCredit?

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TaxRobot

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

Who Is the Company Behind TaxRobot?

  • Seller: TaxRobot
  • Year Founded: 2021
  • HQ Location: Houston, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of TaxRobot?

Armanino

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

Who Is the Company Behind Armanino?

  • Seller: Armanino
  • Year Founded: 1969
  • HQ Location: San Ramon, US
  • LinkedIn® Page: www.linkedin.com
    3,313 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 78% Medium, 22% Small

What Do G2 Reviewers Say About Armanino?

AI-generated summary from verified user reviews

Pros
  • Users value the strong implementation model of Armanino, especially for non-profit organizations.

What Are Recent G2 Reviews of Armanino?

Indago

The rad app helps software startups claim their R&D tax credit by streamlining the end-to-end process of identifying and validating expenditures then calculating the credit to be claimed. The rad app is the quickest and most cost-effective way for startups to claim their credit, the result of which is a direct cash injection.

Who Is the Company Behind Indago?

  • Seller: Indago
  • Year Founded: 1954
  • HQ Location: Austin, US
  • LinkedIn® Page: www.linkedin.com
    374 employees on LinkedIn®

Synergi

Synergi Partners is comprised of tax credit veterans who have owned, built and/or managed various tax credit business at SMS, ADP and KPMG. They have experience serving clients of all sizes but specialize in Fortune 1000 in industries such as hospitality, retail, financial services, healthcare, food services, and temporary staffing. Their core mission is to provide the best service and solutions to help clients with their tax incentive needs. They are headquartered in Florence, South Carolina.

Who Is the Company Behind Synergi?

Trusaic TaxAdvantage

Tax credits provide incentives for employers that cultivate a more diverse workforce and retain employees during challenging times. Trusaic TaxAdvantageSM helps you identify opportunities for the following types of tax credits: - Work Opportunity Tax Credit - Federal Empowerment Zones - Federal Disaster Zones Retention Credit - Employee Retention Credit

Who Is the Company Behind Trusaic TaxAdvantage?

  • Seller: Trusaic
  • Year Founded: 1999
  • HQ Location: Los Angeles, California
  • LinkedIn® Page: www.linkedin.com
    121 employees on LinkedIn®
  • Phone: 213-382-1115Phone number is 213-382-1115