# Best Tax Credit Providers - Page 3

## 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)

**Sponsored**

### Novara Flex

Novara Flex — EHS & Operational Risk Management Software for Hazardous Industries What is Novara Flex? Novara Flex is a cloud-based EHS (Environmental, Health & Safety) and operational risk management software platform built for mid-market and SMB companies in regulated, hazardous industries. Flex is built for operations and safety teams that manage complex compliance requirements, replacing disconnected spreadsheets and manual processes with a single system of record. Flex gives safety teams one place to report incidents, run inspections and audits, manage corrective actions, track training and certifications, and produce the leading-indicator reporting leadership keeps asking for, whether on desktop, or in the field on mobile. Who is Novara Flex for? Flex is purpose-built for safety and operations teams in regulated, high-hazard verticals. Typical buyers are EHS Directors and Safety Managers who own TRIR, DART, recordables, and audit readiness, alongside operations and finance leaders who care about uptime, insurance cost (EMR), and risk exposure. - Manufacturing: OSHA recordkeeping, machine guarding, lockout/tagout (LOTO), near-miss programs - Construction: Multi-site inspections, JHAs/JSAs, subcontractor and contractor safety qualification, and EMR improvement to stay bid-ready - Oil & Gas: Process Safety Management (PSM), permits, and high-hazard work - Utilities: Field crew safety, contractor risk, and distributed-site compliance - Mining: MSHA compliance, inspections, and hazard tracking Flex is also a strong fit for transportation, agriculture, municipalities, and other operations that live with OSHA and EPA requirements. What can you do with Novara Flex? - Incident Management: Capture incidents, injuries, and near-misses as they happen, run root-cause investigations, and assign corrective and preventive actions (CAPA) to close the loop. Build and maintain OSHA 300, 300A, and 301 logs and meet electronic (ITA) submission requirements. - Inspections & Audits: Build custom mobile checklists and audit forms tailored to your sites. QR codes pull up equipment, employee, and inspection history on location. Schedule recurring inspections and track every finding to resolution. - Safety Training (LMS): Assign and track training and certifications, monitor completion and expirations, and build custom courses tied to the same system of record as your incidents and inspections. - Chemical & SDS Management: Maintain Safety Data Sheets (SDS) and chemical inventories, label compliantly, and give field crews mobile access to hazard information anywhere. - Contractor Risk: Prequalify and monitor third-party and contractor safety, which is essential for construction, utilities, and oil & gas. - Analytics & Reporting: Configurable dashboards turn raw safety data into the leading and lagging indicators leadership wants, TRIR, DART, near-miss rates, training completion, and open corrective actions. - ESG & Environmental Reporting: Track environmental and sustainability metrics for disclosure and permit reporting. How is Novara Flex different from other EHS software? Most EHS platforms are either enterprise suites that are slow and expensive to deploy, or training tools with thin operational features bolted on. Novara Flex is right-sized for 200–5,000-employee operators that need full EHS operations without a dedicated system administrator, making it a practical alternative for teams that have outgrown spreadsheets or find other platforms overbuilt for their scale. - Right-sized for mid-market and SMB: a practical alternative to enterprise suites that can feel overbuilt, slow to implement, or priced for the Fortune 500. - Built for field adoption: the number-one reason EHS software fails is that field crews won't use it. The Flex mobile app (GPS, camera, push notifications, and offline access) is built for the people actually doing the work. - Operational, not just compliance: Flex manages operational risk end to end, not just a compliance checklist. - Fast time-to-value: implementations measured in weeks, not quarters, with hands-on configuration and support. Most customers are fully configured and live within 4-8 weeks. What results do Novara Flex customers see? - Up to 86% reduction in recordable injuries - Lower workers' compensation and claims costs, with measurable EMR improvement - Faster, audit-ready reporting and stronger regulatory compliance - Higher field engagement and a more consistent safety culture across sites Why teams choose Novara - 40+ years of EHS expertise and in-house compliance specialists behind the platform - Highly configurable forms, workflows, and API integrations (including Procore), the system adapts to your processes, not the other way around - Enterprise-grade security: role-based permissions, audit trails, and automatic backups - Hands-on implementation plus the Novara Connect customer community for shared best practices Common questions about Novara Flex - Is Novara Flex good for OSHA compliance? Yes. Flex digitizes OSHA 300/300A/301 recordkeeping, incident investigations, inspections, and corrective actions, and supports electronic ITA submission. Safety teams can manage the full compliance lifecycle from an initial incident log through root-cause investigation and regulatory reporting in one platform. - Does Novara Flex have a mobile app for field crews? Yes, with offline access, photo capture, and GPS so crews can log incidents and inspections without connectivity. The app is designed for frontline workers in the field, not office users, and works with or without cell service, which is common in construction, oil and gas, and utilities environments. - What is a good EHS/Safety Management Software alternative for mid-market companies? Novara Flex is built specifically for mid-market and SMB operators that want full EHS functionality with faster deployment and stronger field adoption than enterprise suites. Unlike platforms scaled for Fortune 500 organizations, Flex is configured and live in weeks, with pricing and implementation support designed for teams without dedicated system administrators. - What industries use Novara Flex? Manufacturing, construction, oil & gas, utilities, mining, and other regulated, hazardous industries. Flex is also used in transportation, agriculture, and municipalities where OSHA and EPA requirements apply. See how Novara Flex fits your safety program — request a personalized demo.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1005092&secure%5Bchosen_at%5D=2026-08-08T00%3A23%3A58Z&secure%5Bdisplayable_resource_id%5D=1972&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=91784&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=91784&secure%5Bresource_id%5D=1005092&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ftax-credit-providers%3Fpage%3D3&secure%5Btoken%5D=c7e9100265dd6ff8a2e98546e041123b8aab8afb4009f8c7879c9e36e61c72cb&secure%5Burl%5D=https%3A%2F%2Fgo.novara.com%2Fdemo-novara-flex-an-all-in-one-ehs-software-g2&secure%5Burl_type%5D=custom_url)

### [Indago](https://www.g2.com/products/indago/reviews)

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](https://www.g2.com/sellers/indago)
- **Year Founded:** 1954
- **HQ Location:** Austin, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6959d7c0a284c24c991dd6adcb8e6b341205840b6b2b0e92113c3c41a147f0e5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faraimaging&secure%5Burl_type%5D=linkedin_company_website)  
374 employees on LinkedIn®

### [iRecruit](https://www.g2.com/products/irecruit-2023-03-10/reviews)

"WOTC or Work Opportunity Tax Credit is a Federal tax credit available to employers to hire and retain veterans and individuals from target groups with significant barriers to employment. "

#### Who Is the Company Behind iRecruit?

- **Seller:** [iRecruit](https://www.g2.com/sellers/irecruit-e578f332-6406-4268-a8c1-f395395e38ef)
- **Year Founded:** 1997
- **HQ Location:** Farmington, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=603da5bbcbdc8e0ccb3de3072bb1b0d1a27592b13d1d07676d7ee7bdc77459dd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firecruit&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [Kruze Consulting](https://www.g2.com/products/kruze-consulting/reviews)

Kruze Consulting is a licensed CPA firm (California Board of Accountancy license #7637) providing accounting, tax, and fractional CFO services exclusively to venture capital-backed Delaware C-Corp startups that have raised at least $500K in venture funding, from Pre-Seed through Series C. The firm combines cloud-based accounting technology with hands-on support from experienced CPAs and accountants, averaging 10+ years of experience, to deliver accurate, audit-ready, investor-grade financials. Core bookkeeping services include transaction recording and reconciliation, automated categorization, revenue recognition, and monthly financial statement packages (income statement, cash flow statement, and balance sheet). Each client works with a dedicated accounting team that meets monthly to review financials and provide guidance. Tax services cover federal and state tax return preparation, state and local tax (SALT) compliance, and Delaware Franchise Tax filings. Kruze also specializes in identifying, calculating, and filing for R&D tax credits, helping startups offset payroll taxes and extend runway, even before they're profitable. Beyond core accounting and tax, Kruze offers fractional CFO services (financial modeling, budgeting, cash management, and fundraising support), 409A valuations, VC due diligence preparation, and M&A accounting support for startups approaching an exit or acquisition. Kruze Consulting has been named to the Inc. 5000 list of fastest-growing private companies for seven consecutive years, and its clients have collectively raised over $15 billion in venture capital funding.

#### Who Is the Company Behind Kruze Consulting?

- **Seller:** [Kruze Consulting](https://www.g2.com/sellers/kruze-consulting)
- **Year Founded:** 2012
- **HQ Location:** San Francisco, US
- **Twitter:** @KruzeConsulting  
1,157 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53e4cf658ebe7ff554be975f39ea9bf79be4baf8d1364869b84c25432a1b50e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkruze-consulting&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

### [MASSIE](https://www.g2.com/products/massie/reviews)

"At MASSIE, we specialize in making the R&D Tax Credit Easier. We have studied over 200 of the top companies claiming this credit and have designed a best practice process that examines every step to see how it can be made Easier on everyone involved. Easier on the Tax Department, Easier on the R&D Employees (SMEs), and Easier on the IRS. "

#### Who Is the Company Behind MASSIE?

- **Seller:** [MASSIE](https://www.g2.com/sellers/massie)
- **Year Founded:** 2004
- **HQ Location:** Alpharetta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be7f3b5c8336453910048f164b2594bddba573c1a3129c43e84d2a9c58863d25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmassie-r%2526d-tax-credits%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

### [MAXIMUS](https://www.g2.com/products/maximus/reviews)

Helping Government Serve the People

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind MAXIMUS?

- **Seller:** [MAXIMUS](https://www.g2.com/sellers/maximus-a721b58b-ec7a-4398-b4d6-0c6f42598dff)
- **HQ Location:** McLean, US
- **Twitter:** @MAXIMUS\_news  
2,567 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7cf7f479d97d5dc4533002a487ec8765a2e354744c6df32f6e80d8683f790129&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaximus&secure%5Burl_type%5D=linkedin_company_website)  
25,294 employees on LinkedIn®
- **Ownership:** NYSE: MMS

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Maximus is the comprehensive solution for government programs"](https://www.g2.com/survey_responses/maximus-review-7635103)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/maximus-review-7635103)

### [Mckenzie Chase Tax Credits](https://www.g2.com/products/mckenzie-chase-tax-credits/reviews)

McKenzie Chase Management offers a suite of tax credit and employer incentive services designed to save a company's money with little effort on their part.

#### Who Is the Company Behind Mckenzie Chase Tax Credits?

- **Seller:** [Mckenzie Chase Management](https://www.g2.com/sellers/mckenzie-chase-management)
- **Year Founded:** 1982
- **HQ Location:** Seattle, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3057ee7c0a6cf785b5824d71ccd27dc03a32284b8a17ba136133e0e1cb53f9f&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmckenzie-chase-management&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [MyProTaxAdvisor](https://www.g2.com/products/myprotaxadvisor/reviews)

"Our Employee Retention Credit (ERC) experts can help you get the tax credits your business deserves. Take advantage of this new COVID-19 employee retention credit while it's available."

#### Who Is the Company Behind MyProTaxAdvisor?

- **Seller:** [MyProTaxAdvisor](https://www.g2.com/sellers/myprotaxadvisor)
- **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®

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

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](https://www.g2.com/sellers/neo-tax)
- **Year Founded:** 2019
- **HQ Location:** Mountain View, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3f99c09bad4bb265c183dc893ee2d0745767b07727a486839dc45bac3b6d842&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetneotax%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

### [Nimbl](https://www.g2.com/products/nimbl-nimbl/reviews)

Nimbl's purpose is to enable committed leaders to expand the impact they're making in the world by harnessing the power of people & process. Accounting is simply the medium that we utilize to fulfill on this. It's really about enabling entrepreneurs to build thriving businesses that in turn provide opportunity and abundance for families and founders across the nation.

#### Who Is the Company Behind Nimbl?

- **Seller:** [nimbl](https://www.g2.com/sellers/nimbl-c3e65d97-a6f6-464d-9525-43bdacb8408e)
- **Year Founded:** 2018
- **HQ Location:** Salt Lake City, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac19665d7c8aba907ee1e73198e2b431f87d494e275430d64f9a0193933d039f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrustnimbl%2F&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

### [OnCentive](https://www.g2.com/products/oncentive/reviews)

OnCentive simplifies the process of identifying and qualifying for business incentives and tax credits; maximizing your business’s profitability, and putting your hard-earned money back in your hands so you can use it to grow your business.

#### Who Is the Company Behind OnCentive?

- **Seller:** [OnCentive](https://www.g2.com/sellers/oncentive)
- **Year Founded:** 1997
- **HQ Location:** Birmingham, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3bb2616f30e483233b0732d7ecfaf76aeb0a0ca44a94b602f629d5978c3b34d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foncentive%2F&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

### [RDvault](https://www.g2.com/products/rdvault/reviews)

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](https://www.g2.com/sellers/rdvault)
- **Year Founded:** 2017
- **HQ Location:** Manchester, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f7e36cf2d3206d8a7dfe2616cc1423eed93af414cfc34354f5fef23437aaefe1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frdvault&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [Rebate](https://www.g2.com/products/rebate/reviews)

Rebate is a leader in tax credit services, pairing technology with experienced tax credit specialists to perform a granular and verified analysis of business activities. The combination of human expertise and technology demystifies the process for small-to-medium sized businesses to qualify and claim tax credits.

#### Who Is the Company Behind Rebate?

- **Seller:** [Rebate Technologies](https://www.g2.com/sellers/rebate-technologies)
- **Year Founded:** 2021
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14baa8a068a93e6cd31ab4aa8baa0706492db9bb93074a901ad723504f6a44f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frebatecompany%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Relay](https://www.g2.com/products/allset-relay/reviews)

A new way to claim for R&D tax credits: just you, our app & absolutely no agents.

#### Who Is the Company Behind Relay?

- **Seller:** [AllSet](https://www.g2.com/sellers/allset)
- **Year Founded:** 2020
- **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=811167525892ae60166d9cf01c94bd7b7aa18ab31a4270f89fe1bdcc5e6fa1ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftherelayapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [RetroacDev R&D Tax Credit automation software](https://www.g2.com/products/retroacdev-r-d-tax-credit-automation-software/reviews)

RetroacDev is a machine learning-driven R&D Tax Credit automation software built for accountants who provide R&D study services. RetroacDev has been used to prepare more than 300 R&D studies and claim over $30 million in federal R&D Tax Credits. Using machine learning, big data, and automation in R&D Studies helps: + Eliminate time-consuming interviews with R&D managers and employees. + Minimize operational disruption. + Strengthen documentation of Qualified Research Activities with data.

#### Who Is the Company Behind RetroacDev R&D Tax Credit automation software?

- **Seller:** [RetroacDev](https://www.g2.com/sellers/retroacdev)
- **Year Founded:** 2018
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=433c393a60c80106dcacc6ff60d86dd603953d7fa2f3f35a8804a5d71cf3756c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fretroacdev&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [RetroTax](https://www.g2.com/products/retrotax/reviews)

RetroTax helps your business navigate the "murky waters"​ of complex legislation associated with finding and securing federal and state tax credits. These tax credits can be based on geographic regions in which your business operates, or on the demographic characteristics of your employees. In addition to finding and acting upon current and retroactive program eligibility, RetroTax® will help your business establish policies and practices to create greater opportunities for receiving additional tax credits in the future. At RetroTax®, we keep you informed about best practices for maximizing tax savings and improving your bottom line.

#### Who Is the Company Behind RetroTax?

- **Seller:** [RetroTax](https://www.g2.com/sellers/retrotax)
- **Year Founded:** 1992
- **HQ Location:** Indianapolis, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bae7d67a98f3914f16c0990a3d662b5a163b8b216fa8f231777c6096fdf8d5a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fretrotax%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

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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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