Best Tax Credit Providers - Page 3

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?

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

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)

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®

iRecruit

"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
  • Year Founded: 1997
  • HQ Location: Farmington, US
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Kruze Consulting

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
  • Year Founded: 2012
  • HQ Location: San Francisco, US
  • Twitter: @KruzeConsulting
    1,157 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    117 employees on LinkedIn®

MASSIE

"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
  • Year Founded: 2004
  • HQ Location: Alpharetta, US
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®

MAXIMUS

Helping Government Serve the People

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind MAXIMUS?

  • Seller: MAXIMUS
  • HQ Location: McLean, US
  • Twitter: @MAXIMUS_news
    2,567 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26,917 employees on LinkedIn®
  • Ownership: NYSE: MMS

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of MAXIMUS?

Mckenzie Chase Tax Credits

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?

MyProTaxAdvisor

"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?

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®

Nimbl

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
  • Year Founded: 2018
  • HQ Location: Salt Lake City, US
  • LinkedIn® Page: www.linkedin.com
    48 employees on LinkedIn®

OnCentive

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
  • Year Founded: 1997
  • HQ Location: Birmingham, US
  • LinkedIn® Page: www.linkedin.com
    43 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®

Rebate

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?

Relay

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
  • Year Founded: 2020
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

RetroacDev R&D Tax Credit automation software

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?

RetroTax

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
  • Year Founded: 1992
  • HQ Location: Indianapolis, US
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024