# Best Tax Credit Providers - Page 2

## How Many Tax Credit Providers Products Does G2 Track?

**Total Products under this Category:** 57

### Category Stats (Aug 2026)

- **Average Rating:** 4.73/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Swanson Reed | Specialist R&D Advisors (+0.16%) - Among all products in this category, Swanson Reed | Specialist R&D Advisors recorded the largest rating increase compared to last month

_Last updated: August 06, 2026_

## How Does G2 Rank Tax Credit Providers Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 300+ Authentic Reviews
- 57+ 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.

## G2 Grid® for Tax Credit Providers
 ![G2 Grid® for Tax Credit Providers plotting products by satisfaction and market presence](https://www.g2.com/categories/tax-credit-providers/grids.png?focus%5B%5D=1433018&focus%5B%5D=55613&focus%5B%5D=1275848&focus%5B%5D=1466358)

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)

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### [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.

#### Who Is the Company Behind Ardius?

- **Seller:** [Gusto](https://www.g2.com/sellers/gusto)
- **Year Founded:** 2011
- **HQ Location:** San Francisco, CA
- **Twitter:** @GustoHQ  
21,245 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c190aaf757d5e1504d221efabaedc23ae49a648c244058006c5cf480c3176590&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2499210%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,426 employees on LinkedIn®

### [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

#### Who Is the Company Behind Armanino?

- **Seller:** [Armanino](https://www.g2.com/sellers/armanino)
- **Year Founded:** 1969
- **HQ Location:** San Ramon, US
- **Twitter:** @ArmaninoLLP  
4 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6bebe43c475d7e9df0d20a62f5e0ea6163d4f5223e451c6bbed3a3eec467df0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14546%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,233 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 commend the **effective templates and expertise** for implementing Intacct in non-profit organizations.

#### What Are Recent G2 Reviews of Armanino?

**["AMAZING TEAM THAT IS GEARED TO A CUSTOMER'S SELF SUFFICIENCY!"](https://www.g2.com/survey_responses/armanino-review-8951257)**

**Rating:** 5.0/5.0 stars

_— Noel R._

[Read full review](https://www.g2.com/survey_responses/armanino-review-8951257)

**["Armanino: A comprehensive solution for Prpfessional Services firms"](https://www.g2.com/survey_responses/armanino-review-8738448)**

**Rating:** 4.0/5.0 stars

_— Mukul T._

[Read full review](https://www.g2.com/survey_responses/armanino-review-8738448)

### [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

#### Who Is the Company Behind Aurora Consulting Group LLC?

- **Seller:** [Aurora Consulting Group](https://www.g2.com/sellers/aurora-consulting-group)
- **Year Founded:** 1998
- **HQ Location:** Visalia, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28da2fe5175ddcbc2a1e768638eea14f97c340a003bc155fdac9f730de90266b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faurora-consulting-group-llc&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®
- **Ownership:** Sandra Koch
- **Phone:** 844-418-6440

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Aurora Consulting Group LLC?

**["Real People Who Care About Your Financial Health"](https://www.g2.com/survey_responses/aurora-consulting-group-llc-review-11255730)**

**Rating:** 4.5/5.0 stars

_— Tiffany & Michael C._

[Read full review](https://www.g2.com/survey_responses/aurora-consulting-group-llc-review-11255730)

**["Amazing Accounting Firm and Highly Recommend"](https://www.g2.com/survey_responses/aurora-consulting-group-llc-review-11350726)**

**Rating:** 5.0/5.0 stars

_— Neda M._

[Read full review](https://www.g2.com/survey_responses/aurora-consulting-group-llc-review-11350726)

### [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/

#### Who Is the Company Behind BLMC | R&D Tax Credit Audit Specialists?

- **Seller:** [BLMC](https://www.g2.com/sellers/blmc)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=999b6c04be5f9f4c70412b099749d1cee6bd4f823675828b0763e19b651116e7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fswansonreed%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [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.

#### Who Is the Company Behind Boast.ai?

- **Seller:** [Boast.ai](https://www.g2.com/sellers/boast-ai)
- **Year Founded:** 2011
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e4f50899be9f167420eec4bd8c19628f11baf0e8cc309e9bcd35eb4d6f288e78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboast-capital&secure%5Burl_type%5D=linkedin_company_website)  
123 employees on LinkedIn®

### [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.

#### Who Is the Company Behind Claimer?

- **Seller:** [Claimer Tech Ltd](https://www.g2.com/sellers/claimer-tech-ltd)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [CSSI Services](https://www.g2.com/products/cssi-services/reviews)

CSSI Services is an engineering-based consulting firm that provides specialty tax services for commercial property owners, investors, developers, and innovation-driven businesses. Founded in 2003, the firm has completed more than 65,000 studies across the United States. CSSI's core services include Cost Segregation, R&D Tax Credits, and 179D Deductions, each grounded in detailed engineering analysis and tax law review. CSSI works directly with clients and their CPAs or tax advisors to identify tax savings and increase cash flow. The firm serves real estate investors and firms, businesses across a range of industries, and the CPAs and tax advisors who work alongside them.

#### Who Is the Company Behind CSSI Services?

- **Seller:** [CSSI Services](https://www.g2.com/sellers/cssi-services)
- **Year Founded:** 2003
- **HQ Location:** Baton Rouge, Louisiana, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c3285db92bc5388d3f3c3bf6cf1533096b0a0e454fa2e4a964f85b74e08b6ed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcssi-services%2F&secure%5Burl_type%5D=linkedin_company_website)  
257 employees on LinkedIn®

### [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.

#### Who Is the Company Behind CTI?

- **Seller:** [CTI](https://www.g2.com/sellers/cti-173c84d7-4437-44c6-aecf-97b7aaa41bf3)
- **Year Founded:** 2001
- **HQ Location:** Folsom, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d69838987eafc61a73b550a0098f4481f988c3d8b9d6298325c1840b3aa1b2e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorporate-tax-incentives%2F&secure%5Burl_type%5D=linkedin_company_website)  
98 employees on LinkedIn®

### [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.

#### Who Is the Company Behind DualEntry Implementation Services?

- **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry)
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @dualentry  
765 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84ffd98b38934e2a6ac5db385eecd8a3aeef689525e4fa00a282e1b8dd54e533&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdualentry%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

### [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.

#### Who Is the Company Behind Employee Retention Tax Credit (ERTC) Service?

- **Seller:** [Paychex Inc](https://www.g2.com/sellers/paychex-inc)
- **Year Founded:** 1971
- **HQ Location:** Rochester, NY
- **Twitter:** @Paychex  
11,857 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96c344bd9b3f6362abdd8f534ae25e2cfc0f1d30801bb4b317f1e7cb07347ac1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4255%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,527 employees on LinkedIn®
- **Ownership:** NASDAQ:PAYX

### [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.

#### Who Is the Company Behind EmpowerRD?

- **Seller:** [EmpowerRD Limited](https://www.g2.com/sellers/empowerrd-limited)
- **Year Founded:** 2017
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8ae61525672b833fb5ba286e87a16f08de0ffae350bd48daf275573f52c1b5ec&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fempowerrd%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

### [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.

#### Who Is the Company Behind Every?

- **Seller:** [Every](https://www.g2.com/sellers/every)
- **Year Founded:** 2021
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7bce6bd3813d1fb58f42348d85d39ba315e77cfd16ca435cd3569743c756941&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feverybanking&secure%5Burl_type%5D=linkedin_company_website)  
328 employees on LinkedIn®

### [goat.tax](https://www.g2.com/products/goat-tax/reviews)

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](https://www.g2.com/sellers/goat-tax)
- **Year Founded:** 2021
- **HQ Location:** Fort Worth, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd74d4d2d3ad22d2d026712b8652ad672039a03c6bbc806fc2e01f4fea0e7601&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgoat-tax-rd-credit%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

### [Headcount](https://www.g2.com/products/headcount/reviews)

Headcount ERC is exclusively focused on maximizing your tax credit and we are wholly committed to serving every client right and helping them claim the funds they’ve duly earned.

#### Who Is the Company Behind Headcount?

- **Seller:** [Headcount Tax Credits](https://www.g2.com/sellers/headcount-tax-credits)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5b240922ca31bbca57a56f393d2edd235d6782d2f5473ca5361c6bf2c5d964ce&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fheadcount-erc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Hiring Incentives](https://www.g2.com/products/hiring-incentives/reviews)

"Hiring Incentives, Inc. is a recognized leader in reducing labor costs by securing employment tax credits for employers. We reduce employment costs by cutting through the complexities of employment tax credit legislation and by identifying and increasing the utilization of employment tax credits. HII takes full advantage of government hiring incentives, such as the WOTC, Empowerment Zone Credit, Indian Employment Credit, and various state tax credit programs. As a result, we capture tens of millions of dollars in lost revenue for our clients each year. "

#### Who Is the Company Behind Hiring Incentives?

- **Seller:** [UC Alternative](https://www.g2.com/sellers/uc-alternative)
- **Year Founded:** 2008
- **HQ Location:** Rockville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=294b8bc53c3a90e46f8e95bfa3f78ba5bbc1f5afbeca70819360e772380471a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhiring-incentives-inc-%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

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Spotlight Categories

[Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration)

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[Browse Tax Credit Providers Themes](/categories/tax-credit-providers/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

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

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