Best Tax Credit Providers with R&D Capabilities

How Many Tax Credit Providers Products Does G2 Track?

Total Products under this Category: 57

Category Stats (Sep 2026)

  • Average Rating: 4.74/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings

Last updated: September 01, 2026

How Does G2 Rank Tax Credit Providers Products?

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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, 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=pilot&focus%5B%5D=wotc-com&focus%5B%5D=haven-2025-06-02)

Swanson Reed | Specialist R&D Advisors

Founded in 1984 as Reed & Co. by J.W. Norris, Swanson Reed has grown to become one of the largest specialist R&D tax advisory firms in the United States. We have proudly served multiple industries around the world for over 40 years. We exclusively provide R&D tax credit services and file over 1500 R&D tax credit submissions per year. We manage all facets of the R&D tax credit claim process, including R&D tax credit claim preparation and IRS and state audit advisory services. Swanson Reed’s invention INDEX is a proprietary metric for policymakers to track the performance of different economies over time. Our AI software, TaxTrex, is a leading AI language model and can prepare R&D tax credit claims in 90 minutes. Our AI R&D Tax Audit management product, creditARMOR is one of the most cost-effective tools in the market. We have offices located across the United States. Contact: Swanson Reed | Specialist R&D Tax Advisors Address: 1120 South Fwy, Suite 123, Fort Worth, TX 76104, USA Phone: (817) 769-8168 Website: https://www.swansonreed.com/

Average Rating: 4.9/5.0

Total Reviews: 67

Who Is the Company Behind Swanson Reed | Specialist R&D Advisors?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 67% Medium, 49% Small

What Are Recent G2 Reviews of Swanson Reed | Specialist R&D Advisors?

Pilot

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: 143

Who Is the Company Behind Pilot?

  • Seller: Pilot
  • Company Website:
  • Year Founded: 2016
  • HQ Location: San Francisco, CA
  • Twitter: @PilotHQ
    2,856 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    433 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 97% Small, 3% Medium

What Are Recent G2 Reviews of Pilot?

What Are G2 Users Discussing About Pilot?

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
  • Twitter: @gotaxtaker
    340 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 88% Small

What Are Recent G2 Reviews of TaxTaker?

PwC

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: 39

Who Is the Company Behind PwC?

  • Seller: PwC
  • Year Founded: 1998
  • HQ Location: United Kingdom
  • Twitter: @PwC
    203,971 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    299,621 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 46% Medium, 38% Large

What Do G2 Reviewers Say About PwC?

AI-generated summary from verified user reviews

Pros
  • Users value PwC for its unmatched expertise and interaction with industry leaders, enhancing their professional development.
  • Users value the unmatched exposure at PwC, interacting with global industry experts across various fields.
  • Users value the global collaboration at PwC, gaining unmatched exposure to industry experts across diverse fields.
  • Users value the unmatched exposure to industry experts at PwC, enhancing their professional growth and knowledge.

What Are Recent G2 Reviews of PwC?

What Are G2 Users Discussing About PwC?

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?

  • Seller: Clarus R+D
  • Year Founded: 2016
  • HQ Location: Columbus, US
  • Twitter: @ClarusRD
    132 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

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?

MainStreet

Mainstreet helps small and mid-sized businesses unlock hidden capital through R&D tax credits and other business incentives. Our subject matter experts identify and claim every federal and state credit your company qualifies for, then hand off IRS-ready Form 6765 (Section G compliant) for your CPA to file. If your team designs, builds, or improves products, you may qualify. Success-based pricing starts at just 15% with flat-fee, pay-in-full, and 12-month payment options, plus up to $1M in audit protection.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind MainStreet?

  • Seller: MainStreet
  • Year Founded: 2019
  • HQ Location: San Francisco, California, United States
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of MainStreet?

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?

Accountancy Cloud

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

Who Is the Company Behind Accountancy Cloud?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Accountancy Cloud?

What Are G2 Users Discussing About Accountancy Cloud?

Claimer

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.

Who Is the Company Behind Claimer?

EmpowerRD

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.

Who Is the Company Behind EmpowerRD?

goat.tax

GOAT.tax gives an opportunity to start-ups and businesses including manufacturers, software, gaming and IoT companies to claim R&D tax credits via an online platform. GOAT.tax takes all the guesswork out of a complex tax credit incentive by offering an easy-to-use, self-guided experience along with integration with payroll systems. GOAT's SmartCreditEngine helps to ensure that each company gets their maximum tax benefit.

Who Is the Company Behind goat.tax?

  • Seller: GOAT TAX
  • Year Founded: 2021
  • HQ Location: Fort Worth, US
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

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®

neo.tax

Neo.Tax uses AI to automate the R&D tax credit process by connecting to a company’s project management and financial systems to generate accurate, audit-ready claims. It also supports software capitalization, enabling teams to streamline two time-consuming processes using the same underlying data. Neo.Tax cuts R&D credit prep time by up to 95% by eliminating surveys and interviews, while improving accuracy and ensuring compliance with evolving IRS standards. The company was founded by a former IRS agent, a Stanford PhD in machine learning, and a former Intuit product lead. It’s used by startups through enterprise companies to simplify R&D tax compliance.

Who Is the Company Behind neo.tax?

  • Seller: neo.tax
  • Year Founded: 2019
  • HQ Location: Mountain View, US
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®

RDvault

The World’s only fully integrated R&D tax credits software. Empowering businesses and advisors to innovatively and swiftly claim R&D tax incentives.

Who Is the Company Behind RDvault?

  • Seller: RDvault
  • Year Founded: 2017
  • HQ Location: Manchester, GB
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®