# Best Tax Credit Providers - Page 4

## 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**

### Zuuvi

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[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=2026-08-08T06%3A20%3A21Z&secure%5Bdisplayable_resource_id%5D=1543&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=140468&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=140468&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%3D4&secure%5Btoken%5D=bed6e2f0d9829db3bc87041401562995db0337151a66ce8a19367659e4b3e19a&secure%5Burl%5D=https%3A%2F%2Fwww.zuuvi.com%2Fbook-demo%3F%26utm_source%3DG2%26utm_medium%3Dreferral&secure%5Burl_type%5D=book_demo)

### [Sensiba LLP](https://www.g2.com/products/sensiba-llp/reviews)

Sensiba is a Top 75 accounting and consulting firm with teams across North America, APAC, and EMEA. We serve clients at every stage—from fast-growing startups and VC firms to manufacturers and real estate enterprises—helping them solve complex problems, navigate uncertainty, and build a foundation for sustainable success. It’s how we've grown from our Silicon Valley roots nearly 50 years ago into the global firm we are today. We’re innovators redefining what professional services can be. What you'll feel day-to-day is this: relationships are everything. We treat people the way we want to be treated—our clients, our colleagues, and our communities. As a Certified B Corp, we hold the firm to high standards of social and environmental performance and ethical governance. Our mission is to ‘Account for Good’, guided by values that inform our decisions and support our stakeholders.

**Average Rating:** 4.9/5.0

**Total Reviews:** 9

#### Who Is the Company Behind Sensiba LLP?

- **Seller:** [Sensiba](https://www.g2.com/sellers/sensiba)
- **Year Founded:** 1977
- **HQ Location:** San Ramon, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e22bdc17d9b20a521992fb4fb69e70d4b51590238d91161919e5531f642b4b26&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsensiba&secure%5Burl_type%5D=linkedin_company_website)  
474 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 56% Small, 33% Medium

#### What Are Recent G2 Reviews of Sensiba LLP?

**["Highly recommended!"](https://www.g2.com/survey_responses/sensiba-llp-review-11294197)**

**Rating:** 5.0/5.0 stars

_— Dave H._

[Read full review](https://www.g2.com/survey_responses/sensiba-llp-review-11294197)

**["Risk Manager"](https://www.g2.com/survey_responses/sensiba-llp-review-11363017)**

**Rating:** 5.0/5.0 stars

_— Max F._

[Read full review](https://www.g2.com/survey_responses/sensiba-llp-review-11363017)

### [Source Advisors](https://www.g2.com/products/source-advisors/reviews)

At Source Advisors, relationships matter. Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies. We filter every decision through these principles and do the right thing for our clients, team members, CPA firms, and partners.

#### Who Is the Company Behind Source Advisors?

- **Seller:** [Source Advisors](https://www.g2.com/sellers/source-advisors)
- **Year Founded:** 1983
- **HQ Location:** Fort Worth, US
- **Twitter:** @source\_advisors  
45 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cb0c1e7f97e21a7732d1b164d123d28bc58a3a32818d5633c9c25a95cffca016&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsourceadvisors%2F&secure%5Burl_type%5D=linkedin_company_website)  
216 employees on LinkedIn®

### [Strike Tax Advisory](https://www.g2.com/products/strike-tax-advisory/reviews)

"Using our dedicated legal and technology team, Strike Advisory is uniquely positioned to optimize your company's R&D tax credits to fuel innovation. The IRS provides billions in tax incentives to ensure that companies ranging from small startups to large enterprises continue to innovate new and existing products and concepts."

#### Who Is the Company Behind Strike Tax Advisory?

- **Seller:** [Strike Tax Advisory](https://www.g2.com/sellers/strike-tax-advisory)
- **Year Founded:** 2019
- **HQ Location:** Boise, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cb260779cdbcb9f80ce5ce7375b17cff5c73e916a6397d1faab3f288b9729f81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstriketax%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Swanson Reed | España](https://www.g2.com/products/swanson-reed-espana/reviews)

Swanson Reed ayuda a las empresas a solicitar créditos fiscales de I+D en España. Preparamos créditos fiscales de I+D.

#### Who Is the Company Behind Swanson Reed | España?

- **Seller:** [Swanson Reed](https://www.g2.com/sellers/swanson-reed-e6ced2c3-fab1-4333-bbc6-12fd17194e8f)
- **Year Founded:** 1984
- **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=e96552421165665e17a12e81e87d69455952226184afcdbfdd153872a3a92549&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fswansonreed&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [Synergi](https://www.g2.com/products/synergi/reviews)

Synergi Partners is comprised of tax credit veterans who have owned, built and/or managed various tax credit business at SMS, ADP and KPMG. They have experience serving clients of all sizes but specialize in Fortune 1000 in industries such as hospitality, retail, financial services, healthcare, food services, and temporary staffing. Their core mission is to provide the best service and solutions to help clients with their tax incentive needs. They are headquartered in Florence, South Carolina.

#### Who Is the Company Behind Synergi?

- **Seller:** [Synergi Partners](https://www.g2.com/sellers/synergi-partners)
- **Year Founded:** 2002
- **HQ Location:** Florence, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0945d146f11128f02cd0be2c056a8c87b13256ba76419f32beae936eea989ef4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsynergi-partners&secure%5Burl_type%5D=linkedin_company_website)  
238 employees on LinkedIn®

### [TaxCredible](https://www.g2.com/products/taxcredible/reviews)

TaxCredible is a powerful SaaS platform that enables CPAs to quickly identify and deliver state and federal business tax incentives for their clients. After 20 years of partnering with CPAs, we recognized a need to simplify and streamline the tax credit process. TaxCredible creates efficiencies in a labor-intensive process and improves your ability to serve clients while generating additional revenue.

#### Who Is the Company Behind TaxCredible?

- **Seller:** [TaxCredible](https://www.g2.com/sellers/taxcredible)
- **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=f8533acd9029c83bdda5872ad8e2b92cb09ad41a234e53a2255fa0ee04d7b4b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxcredible%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

### [Think R&D Tax Credit Services](https://www.g2.com/products/think-r-d-tax-credit-services/reviews)

Think R&D Tax Credit Services

#### Who Is the Company Behind Think R&D Tax Credit Services?

- **Seller:** [Think](https://www.g2.com/sellers/think-ac0efaf7-4bfd-4a4d-9edb-a3a78a3b49c9)
- **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®

### [Truewind](https://www.g2.com/products/truewind/reviews)

What is Truewind? Truewind is AI accounting software that serves as a digital accountant, so your actual accountant can focus on producing impactful advisory work. Automate accounting workflows, document management, data collection, books analyses, and more. Communicate with clients, sync directly with 4 major general ledgers, and increase your capacity to take on clients by 200%.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### Who Is the Company Behind Truewind?

- **Seller:** [Truewind](https://www.g2.com/sellers/truewind)
- **Year Founded:** 2022
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @truewindai  
568 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0b500045347701e8ca54f1f7ec92037fbe7f7e31a0c5709196cdd20afa32962b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftruewindai&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

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

**["Since we began working with Truewind, our entire accounting process has been streamlined."](https://www.g2.com/survey_responses/truewind-review-11669297)**

**Rating:** 5.0/5.0 stars

_— Anis T._

[Read full review](https://www.g2.com/survey_responses/truewind-review-11669297)

**["Satisfied customer of almost 2 years!"](https://www.g2.com/survey_responses/truewind-review-11667099)**

**Rating:** 5.0/5.0 stars

_— Kelvin O._

[Read full review](https://www.g2.com/survey_responses/truewind-review-11667099)

### [Trusaic TaxAdvantage](https://www.g2.com/products/trusaic-taxadvantage/reviews)

Tax credits provide incentives for employers that cultivate a more diverse workforce and retain employees during challenging times. Trusaic TaxAdvantageSM helps you identify opportunities for the following types of tax credits: - Work Opportunity Tax Credit - Federal Empowerment Zones - Federal Disaster Zones Retention Credit - Employee Retention Credit

#### Who Is the Company Behind Trusaic TaxAdvantage?

- **Seller:** [Trusaic](https://www.g2.com/sellers/trusaic)
- **Year Founded:** 1999
- **HQ Location:** Los Angeles, California
- **Twitter:** @trusaic  
2,731 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fb126b58b069acd988e9b44f6c002c2067fa02d6be1343dbffd09cfeaae28032&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrusaic%2F&secure%5Burl_type%5D=linkedin_company_website)  
111 employees on LinkedIn®
- **Phone:** 213-382-1115Phone number is 213-382-1115

### [Unicorn Accountants London](https://www.g2.com/products/unicorn-accountants-london/reviews)

Unicorn Accountants London is a distinguished accountancy firm offering a comprehensive suite of services tailored to meet the needs of small and medium-sized businesses. Located at the heart of central London, the company leverages advanced technology and a team of highly skilled and dedicated accountants to fulfil its mission. The company's primary focus is catering to the unique requirements of businesses, establishing their firm as the premier destination for all accountancy, bookkeeping, and tax planning needs. Their team of experienced chartered accountants excels at handling your financial concerns with utmost precision and professionalism. Get in touch with Unicorn Accountants today and experience the excellence of their services firsthand.

#### Who Is the Company Behind Unicorn Accountants London?

- **Seller:** [Unicorn Accountants](https://www.g2.com/sellers/unicorn-accountants)
- **Year Founded:** 2020
- **HQ Location:** London, GB
- **Twitter:** @UnicornAccounts  
8 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6d7e114b17b167f9ad5fec7cc6bd183189ef2824ef67c33beb6a6cbccfd017f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funicorn-accountants&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Work Opportunity Tax Credit Management](https://www.g2.com/products/work-opportunity-tax-credit-management/reviews)

Equifax WOTC Management is designed to bridge the current 2026 legislative hiatus, ensuring your organization maintains a "Retroactive Readiness" posture for all new hires. While federal authorization is pending, the 28-day IRS filing window remains non-negotiable. Our platform utilizes SmartScreening™ technology to seamlessly integrate into your onboarding workflow, capturing the necessary documentation today so you can claim up to $9,600 per eligible hire the moment reauthorization occurs. Through direct integrations with The Work Number®, Equifax automates the heavy lifting of certification. Our EasyDoc™ system successfully secures required documentation in 97% of cases without employee follow-ups, maximizing your capture rate for high-value target groups—including Veterans, Long-Term Unemployed, and SNAP recipients—without adding friction to your candidate experience. Core Features - Hiatus Continuity Engine: Automatically files Form 8850 during the lapse to protect your future credit eligibility. - SmartScreen™ Interface: Mobile-optimized screening that reduces applicant drop-off and boosts participation. - Automated Certification: Seamlessly integrated with The Work Number® to pull wage and start-date data without manual entry. - EasyDoc™ System: Secures required hire documentation in 97% of cases without requiring HR or employee follow-up. - DEI Impact Analytics: Real-time dashboards that visualize how your tax credit strategy supports corporate diversity goals. - ATS/HCM Ecosystem: Native, "plug-and-play" connectors for Workday, Oracle, iCIMS, and SAP SuccessFactors.

#### Who Is the Company Behind Work Opportunity Tax Credit Management?

- **Seller:** [Equifax Inc.](https://www.g2.com/sellers/equifax-inc)
- **Year Founded:** 1899
- **HQ Location:** Atlanta
- **Twitter:** @Equifax  
24,815 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=255fc2a3ac98306a5093e42164db50ce7f3af27584be29fa5b5d5f042b7b9635&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequifax%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,699 employees on LinkedIn®
- **Ownership:** EFX (NYSE)

### [WOTC Screening Services](https://www.g2.com/products/wotc-screening-services/reviews)

"CMS – Cost Management Services, LLC founded in 1997, focuses on developing and providing Employment Management Solutions for business across North America, Canada, Guam and the Virgin Islands. Located in Farmington, CT, our commitment to excellence and customer support is paramount."

#### Who Is the Company Behind WOTC Screening Services?

- **Seller:** [Cost Management Services](https://www.g2.com/sellers/cost-management-services)
- **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=bcefdefef6d31977217ca50cc9725ac93fb6fb8f620bd84a2a74005573c540cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcost-management-services%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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