Best Tax Credit Providers - Page 2

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?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 300+ Authentic Reviews
  • 59+ 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

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)

alliantgroup

"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."

Who Is the Company Behind alliantgroup?

  • Seller: alliantgroup
  • Year Founded: 2002
  • HQ Location: Houston, Texas, United States
  • LinkedIn® Page: www.linkedin.com
    1,439 employees on LinkedIn®

Ardius

"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
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    10,057 employees on LinkedIn®

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?

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Aurora Consulting Group LLC

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?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Aurora Consulting Group LLC?

BLMC | R&D Tax Credit Audit Specialists

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?

Boast.ai

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
  • Year Founded: 2011
  • HQ Location: Vancouver, CA
  • LinkedIn® Page: www.linkedin.com
    123 employees on LinkedIn®

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?

CTI

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
  • Year Founded: 2001
  • HQ Location: Folsom, California, United States
  • LinkedIn® Page: www.linkedin.com
    98 employees on LinkedIn®

DualEntry Implementation Services

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?

Emergex SRED Consultants

Emergex SRED Consultants (https://www.emergex.com/en/) is a consulting firm specialized in financing technology companies through the Scientific Research and Experimental Development (SRED) and E-Business (CDAEIA) tax credits, the Industrial Research Assistance Program (IRAP), and the latest government grants.

Who Is the Company Behind Emergex SRED Consultants?

Employee Retention Tax Credit (ERTC) Service

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
  • Year Founded: 1971
  • HQ Location: Rochester, NY
  • LinkedIn® Page: www.linkedin.com
    24,285 employees on LinkedIn®
  • Ownership: NASDAQ:PAYX
  • Total Revenue (USD mm): $4,040

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?

Every

Every is the AI-native HR, payroll, and finance platform for startups. Founders hire, pay, and support their teams in one place, with payroll, benefits, HRIS, and compliance running on the same system as their banking, bookkeeping, and taxes. In-house CPAs and bookkeepers are behind it. Most early-stage companies stitch together five or six vendors to cover the basics, then spend their evenings reconciling the gaps. Every brings people, spend, revenue, and accounting data into one system of record, so payroll stays compliant, the books stay current, and founders can ask plain-language questions of their own numbers. HR, payroll, and benefits: - US payroll in all 50 states, global contractor payments, and EOR hiring in 200+ countries - Benefits administration including health, dental, vision, 401(k), FSA, and commuter - HRIS, onboarding, time off, and time and attendance synced with payroll - Compliance AI for hiring, terminations, and policy setup Finance: - Business banking and corporate cards with up to 2% cash back - Treasury management through US Treasury bills - A dedicated bookkeeper and controller with monthly financial statements - Startup tax preparation by in-house CPAs, including R&D tax credits and Delaware franchise tax - Free Delaware C-Corp incorporation, EIN, 83(b) filing, and registered agent Every is a financial technology company, not a bank. Banking services are provided by Thread Bank, Member FDIC.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Every?

  • Seller: Every
  • Year Founded: 2021
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    328 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Every?

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®

Headcount

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?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024