# Best Tax Credit Providers

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

**Total Products under this Category:** 57

### Category Stats (Jul 2026)

- **Average Rating:** 4.73/5 (↑0.01 vs Jun 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: July 31, 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)

### [Swanson Reed | Specialist R&D Advisors](https://www.g2.com/products/swanson-reed-specialist-r-d-advisors/reviews)

Founded in 1984 as Reed & Co. by J.W. Norris, Swanson Reed has grown to become one of the largest specialist R&D tax advisory firms in the United States. We have proudly served multiple industries around the world for over 40 years. We exclusively provide R&D tax credit services and file over 1500 R&D tax credit submissions per year. We manage all facets of the R&D tax credit claim process, including R&D tax credit claim preparation and IRS and state audit advisory services. Swanson Reed’s invention INDEX is a proprietary metric for policymakers to track the performance of different economies over time. Our AI software, TaxTrex, is a leading AI language model and can prepare R&D tax credit claims in 90 minutes. Our AI R&D Tax Audit management product, creditARMOR is one of the most cost-effective tools in the market. We have offices located across the United States. Contact: Swanson Reed | Specialist R&D Tax Advisors Address: 1120 South Fwy, Suite 123, Fort Worth, TX 76104, USA Phone: (817) 769-8168 Website: https://www.swansonreed.com/

**Average Rating:** 4.9/5.0

**Total Reviews:** 77

#### Who Is the Company Behind Swanson Reed | Specialist R&D Advisors?

- **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®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Medium, 42% Small

#### What Are Recent G2 Reviews of Swanson Reed | Specialist R&D Advisors?

**["Highly Meticulous and Defensible Tax Credit Evaluation for Financial Tech R&D"](https://www.g2.com/survey_responses/swanson-reed-specialist-r-d-advisors-review-12934077)**

**Rating:** 5.0/5.0 stars

_— Christopher C._

[Read full review](https://www.g2.com/survey_responses/swanson-reed-specialist-r-d-advisors-review-12934077)

**["Precise R&D Tax Valuation for High-Throughput Data Infrastructure"](https://www.g2.com/survey_responses/swanson-reed-specialist-r-d-advisors-review-12925998)**

**Rating:** 5.0/5.0 stars

_— Ariel O._

[Read full review](https://www.g2.com/survey_responses/swanson-reed-specialist-r-d-advisors-review-12925998)

### [Pilot](https://www.g2.com/products/pilot/reviews)

We’re the largest startup and small business-focused accounting firm in the US with a team of 300+ US-based employees. Our accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business. We offer bookkeeping, CFO, tax services, and more for thousands of companies, ranging from two founders in a garage to hundred-person teams. Whether you’re looking to strengthen your decision-making or want a hands-off compliance solution, we'll tailor our services to your unique needs. See Pilot in action with our 8-minute demo: https://pilot.com/demo Talk to an expert: https://pilot.com/talk-to-expert

**Average Rating:** 4.7/5.0

**Total Reviews:** 142

#### Who Is the Company Behind Pilot?

- **Seller:** [Pilot](https://www.g2.com/sellers/pilot)
- **Company Website:** pilot.com
- **Year Founded:** 2016
- **HQ Location:** San Francisco, CA
- **Twitter:** @PilotHQ  
2,856 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=99826149a0f1a7e4e85b2097e7f12e4f9bec04f6aac5bebd9b179f6fcf8929b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpilothq%2F&secure%5Burl_type%5D=linkedin_company_website)  
425 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 96% Small, 4% Medium

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

**["A rarity in US Business"](https://www.g2.com/survey_responses/pilot-review-7894175)**

**Rating:** 5.0/5.0 stars

_— Raymond J._

[Read full review](https://www.g2.com/survey_responses/pilot-review-7894175)

**["Reliable, Focused on Startups, and Time-Saving"](https://www.g2.com/survey_responses/pilot-review-12747108)**

**Rating:** 4.5/5.0 stars

_— Nadim A._

[Read full review](https://www.g2.com/survey_responses/pilot-review-12747108)

#### What Are G2 Users Discussing About Pilot?

- [What is pilot deployment?](https://www.g2.com/discussions/what-is-pilot-deployment)
- [What is a pilot program in software development?](https://www.g2.com/discussions/what-is-a-pilot-program-in-software-development)
- [What is pilot system?](https://www.g2.com/discussions/what-is-pilot-system)
- [What is a pilot software?](https://www.g2.com/discussions/what-is-a-pilot-software)

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

WOTC.com stands as a powerhouse in the financial services realm, offering unparalleled expertise in optimizing government incentives and tax credits to supercharge businesses' profitability. With a leadership team boasting a cumulative 100 years of credit mastery and cutting-edge custom technology at their disposal, WOTC.com has successfully secured over $1 billion in government incentives for clients, without a single dollar returned to the IRS. Armed with a squad of credit virtuosos, WOTC.com specializes in navigating federal and state incentive credits such as the Work Opportunity Tax Credit, Research and Development Tax Credit, and a myriad of other lucrative opportunities.

**Average Rating:** 4.9/5.0

**Total Reviews:** 22

#### Who Is the Company Behind WOTC.com?

- **Seller:** [Work Opportunity Tax Credit](https://www.g2.com/sellers/work-opportunity-tax-credit)
- **Company Website:** www.wotc.com
- **Year Founded:** 2008
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=63ae1490c44525d4487298891067548a146a79c81d51de931295ddc26c6676df&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwotccom&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Health, Wellness and Fitness
- **Company Size:** 59% Medium, 32% Large

#### What Are Recent G2 Reviews of WOTC.com?

**["Great Service and Easy System!!"](https://www.g2.com/survey_responses/wotc-com-review-10691996)**

**Rating:** 5.0/5.0 stars

_— Brenda S._

[Read full review](https://www.g2.com/survey_responses/wotc-com-review-10691996)

**["Hands-on and Customer-Driven"](https://www.g2.com/survey_responses/wotc-com-review-11011264)**

**Rating:** 5.0/5.0 stars

_— Ryan B._

[Read full review](https://www.g2.com/survey_responses/wotc-com-review-11011264)

### [Haven](https://www.g2.com/products/haven-2025-06-02/reviews)

Haven is a modern outsourced accounting platform built for startups and small to mid-sized businesses (SMBs). It replaces traditional accounting firms and slow, ticket-based support with a faster, more human approach – delivered directly through Slack. Haven provides full-service accounting, including bookkeeping, tax preparation and filings, financial reporting, and fractional CFO services. By combining software with a dedicated team of experts, Haven gives founders real-time visibility into their financials without the cost or complexity of building an in-house finance team. Designed for high-growth startups and lean SMBs, Haven offers responsive, on-demand support, fast monthly closes, and clean, audit-ready books. Its intuitive experience and proactive communication model ensure you get answers quickly and stay on top of your finances. Beyond day-to-day accounting, Haven delivers strategic financial insights – helping you manage cash flow, plan for growth, optimize tax strategy, and make data-driven decisions with confidence. Trusted by 1000+ companies, Haven is redefining outsourced accounting with a modern, tech-enabled approach built for how today’s businesses operate.

**Average Rating:** 5.0/5.0

**Total Reviews:** 33

#### Who Is the Company Behind Haven?

- **Seller:** [Haven](https://www.g2.com/sellers/haven-e2fe4ceb-ef51-4fa9-8331-f74f01bbd40f)
- **Company Website:** www.usehaven.com
- **Year Founded:** 2023
- **HQ Location:** New York City, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f44bd94f962289be566cdd44daea5f1ee882f6220b97083c6f08b13a7d2392f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhaventax%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 76% Small, 6% Medium

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

**["If you're not on Haven already, then you're crazy"](https://www.g2.com/survey_responses/haven-review-12539479)**

**Rating:** 5.0/5.0 stars

_— Ben B._

[Read full review](https://www.g2.com/survey_responses/haven-review-12539479)

**["All-in-One Financial Solution with Exceptional Support"](https://www.g2.com/survey_responses/haven-review-12610072)**

**Rating:** 5.0/5.0 stars

_— Kasey D._

[Read full review](https://www.g2.com/survey_responses/haven-review-12610072)

### [Fondo](https://www.g2.com/products/fondo/reviews)

Fondo (YC W18) is the all-in-one accounting platform built specifically for high-growth startups. We help founders and finance teams simplify bookkeeping, tax filings, and R&D tax credits so they can stay focused on building their businesses. More than 1,500 startups already trust Fondo to handle their back office—from early-stage seed companies to venture-backed growth teams. With Fondo, startups save time and maximize savings through automation and expert support. On average, our customers receive over $21,000 in cash back from the IRS through R&D tax credits, while also ensuring their taxes, financial statements, and compliance filings are accurate and stress-free. Our platform combines modern software with U.S.-based CPAs to provide a streamlined experience for founders. Unlike traditional accounting firms, Fondo was designed for startups: fast onboarding, transparent pricing, and proactive guidance that grows with your company. Whether you need monthly bookkeeping, tax return preparation, payroll support, or compliance filings like Delaware franchise tax, Fondo keeps your finances in order and gives you confidence when talking to investors. Key benefits of choosing Fondo: Automated bookkeeping with human review for accuracy Startup-focused tax expertise, including R&D credits and federal/state filings All-in-one compliance support for Delaware C Corps and other entities Dedicated CPA support to answer questions and prevent costly mistakes Scalable services that adapt as your company grows By partnering with Fondo, you’ll save money, reclaim valuable time, and avoid accounting headaches—while ensuring your startup is always investor-ready and IRS-compliant. We file your taxes, close your books, and help you get money back.

**Average Rating:** 4.5/5.0

**Total Reviews:** 10

#### Who Is the Company Behind Fondo?

- **Seller:** [Fondo](https://www.g2.com/sellers/fondo)
- **Company Website:** www.fondo.com
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **Twitter:** @Fondocom  
7,428 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=94e67fefce9b9811b7c2f495caedd1d4c46e99d12063abaf707198ae0868da6b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffondohq%2F&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 100% Small

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

**["Amazing Team and SF Events—Shoutout to Sara Conde!"](https://www.g2.com/survey_responses/fondo-review-12220939)**

**Rating:** 5.0/5.0 stars

_— Woo A._

[Read full review](https://www.g2.com/survey_responses/fondo-review-12220939)

**["Compliance handled, R&D credit captured, founders left alone to build"](https://www.g2.com/survey_responses/fondo-review-12896866)**

**Rating:** 5.0/5.0 stars

_— Jade A._

[Read full review](https://www.g2.com/survey_responses/fondo-review-12896866)

### [TaxTaker](https://www.g2.com/products/taxtaker/reviews)

TaxTaker is a leader in specialty tax incentives, helping companies unlock federal and state savings while advancing innovation and efficiencies. Headquartered in Austin, TX, with employees across the US, we are backed by former Big 4 CPAs and professional engineers licensed in all 50 states. The TaxTaker team has completed thousands of incentive studies, resulting in billions of dollars recovered nationwide across dozens of verticals including but not limited to: Biotech and Pharmaceuticals, AI and Software, Defense and Hardwares, Manufacturing and CPG. In addition to the services we specialize in, the team also provides thought leadership across R&D Tax Credits, 179D Energy-Efficient Commercial Buildings Deductions, Cost Segregation, and Investment Tax Credits, regularly speaking on industry panels, conferences and coalitions to proactively strengthen these business critical programs for the long run.

**Average Rating:** 4.9/5.0

**Total Reviews:** 8

#### Who Is the Company Behind TaxTaker?

- **Seller:** [TaxTaker](https://www.g2.com/sellers/taxtaker)
- **Year Founded:** 2018
- **HQ Location:** Austin, Texas
- **Twitter:** @gotaxtaker  
340 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=798df2d780e52f07524a5720277e1444e30ff15789bef6e2791d57049fef1595&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxtaker&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 88% Small

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

**["Very friendly and great communciation"](https://www.g2.com/survey_responses/taxtaker-review-10710151)**

**Rating:** 5.0/5.0 stars

_— Verified User in Logistics and Supply Chain_

[Read full review](https://www.g2.com/survey_responses/taxtaker-review-10710151)

**["Excellent Experience"](https://www.g2.com/survey_responses/taxtaker-review-10704845)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/taxtaker-review-10704845)

### [PwC](https://www.g2.com/products/pwc-pwc/reviews)

We occupy a leading position on the market for auditing and consultancy. PwC provides support to clients from all sectors to enable them to obtain their objectives – thanks to our worldwide network, the opportunities are boundless. If you would like to know something about PwC, the best way would be for us to first tell you about our clients – this is because we are serious when we say that you enjoy top priority at PwC. PwC advises groups and family-owned companies, industrial and service companies, global players and local heroes, the public sector, associations and NGOs. Because they are able to rely on us, we are the leading auditing and consultancy company in Germany. And because more than 13,000 specialists with around 600 partners at 21 locations in Germany are working every day to ensure that this trust is justified. The services provided by PwC to its clients are spread over three divisions: Audit and audit-related services (Assurance), tax and legal advice (Tax & Legal) as well as deals and consulting (Advisory). The experts in the respective divisions work together to enable comprehensive and long-term assistance to be provided to clients – whereby we of course comply strictly with the legal requirements when we provide advice as well as auditing services to a company. Our work would be inconceivable without integrity, objectivity and a professional approach. We accompany you wherever you want to go What else can our clients expect from PwC? Solutions which are based on modern theories and methods and which at the same time have demonstrated their worth in practical applications. Decades of experience. Extensive sector knowledge and expertise. Quality in all respects – and support and professional services provided across all borders. Because PwC Germany is an independent member of the global PwC network and is able to access the support provided by more than 327,000 people in 152 countries throughout the world. This means that we provide support to companies not only in all phases of their development but also at all locations.

**Average Rating:** 4.2/5.0

**Total Reviews:** 38

#### Who Is the Company Behind PwC?

- **Seller:** [PwC](https://www.g2.com/sellers/pwc)
- **Year Founded:** 1998
- **HQ Location:** United Kingdom
- **Twitter:** @PwC  
203,971 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5a9f8b5ae7cf89c269cf1209abec25373c2a581d97f8f0a0ed444d46b865e89d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1044%2F&secure%5Burl_type%5D=linkedin_company_website)  
296,620 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 47% Medium, 37% Large

#### What Do G2 Reviewers Say About PwC?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **unmatched expertise** of PwC, gaining insights from industry professionals across diverse fields.
- Users value the **unmatched exposure** and interaction with global industry experts at PwC, enhancing their professional development.
- Users value the **global collaboration** at PwC, gaining unmatched exposure by interacting with diverse industry experts.
- Users value the **unmatched technical expertise** at PwC, gaining valuable insights from global industry professionals.

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

**["Great firm to work at, people and culture is nice."](https://www.g2.com/survey_responses/pwc-review-10369195)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer & Network Security_

[Read full review](https://www.g2.com/survey_responses/pwc-review-10369195)

**["PwC as a D365 F&O Implementer partner"](https://www.g2.com/survey_responses/pwc-review-10231978)**

**Rating:** 5.0/5.0 stars

_— Malav S._

[Read full review](https://www.g2.com/survey_responses/pwc-review-10231978)

#### What Are G2 Users Discussing About PwC?

- [Is PwC still PricewaterhouseCoopers?](https://www.g2.com/discussions/is-pwc-still-pricewaterhousecoopers) - 1 comment
- [What is special about PwC?](https://www.g2.com/discussions/what-is-special-about-pwc)
- [What services do PricewaterhouseCoopers provide?](https://www.g2.com/discussions/what-services-do-pricewaterhousecoopers-provide)
- [What systems does PwC use?](https://www.g2.com/discussions/what-systems-does-pwc-use)

### [Mint](https://www.g2.com/products/mint-technologies-inc-mint/reviews)

First, you link your payroll or accounting platform (think Quickbooks, Rippling, Gusto). Mint then syncs a snapshot of that data and automatically analyzes it to figure out which credits your most likely best suited for. We then generate an internal report with our estimated tax savings before handing it off to our expert CPAs for a final review. At the end, we review everything with you.

**Average Rating:** 4.3/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Mint?

- **Seller:** [Mint Technologies](https://www.g2.com/sellers/mint-technologies)
- **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®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["Manage finance in one place"](https://www.g2.com/survey_responses/mint-review-8186794)**

**Rating:** 4.5/5.0 stars

_— Mohd H._

[Read full review](https://www.g2.com/survey_responses/mint-review-8186794)

**["Efficient budget tracking product to control impulsive expenses"](https://www.g2.com/survey_responses/mint-review-8309721)**

**Rating:** 4.0/5.0 stars

_— Presh M._

[Read full review](https://www.g2.com/survey_responses/mint-review-8309721)

### [Aprio](https://www.g2.com/products/aprio/reviews)

Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Aprio?

- **Seller:** [Aprio](https://www.g2.com/sellers/aprio-44235425-ac19-40df-bc12-746481ea2bb7)
- **Year Founded:** 1952
- **HQ Location:** Atlanta, US
- **Twitter:** @AprioAdvisors  
1,499 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c719e97f954c925a5972984697fcffcd010d86bc914aa21da1683fe3e882a5af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faprio-llp%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,437 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Aprio Proactively Keeps Us on Track with Deadlines"](https://www.g2.com/survey_responses/aprio-review-12505714)**

**Rating:** 5.0/5.0 stars

_— Tom F._

[Read full review](https://www.g2.com/survey_responses/aprio-review-12505714)

### [Clarus R+D Platform](https://www.g2.com/products/clarus-r-d-platform/reviews)

The Clarus R+D app automates the process of claiming research and development tax credits. Businesses of all sizes and types can qualify for the R&D tax credit. Yet the vast majority of credits are claimed by very large manufacturing companies. Why? Because, traditionally, R&D tax studies are complicated and expensive. At Clarus R+D, our mission is to make R&D tax credits more accessible to SMBs, including pre-revenue startups. As well as expand its value into industries such as software, engineering, biotech, and medtech. Get money back into your business to hire, innovate, and grow. All for a fraction of the cost of a traditional R&D tax study.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Clarus R+D Platform?

- **Seller:** [Clarus R+D](https://www.g2.com/sellers/clarus-r-d)
- **Year Founded:** 2016
- **HQ Location:** Columbus, US
- **Twitter:** @ClarusRD  
132 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=54074082804d3892a6edc04b6b5be69ce03e6eb981890dbad1489b276c89b214&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclarusrd%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Clarus R+D Platform?

**["Clear Platform for Tax Purposes"](https://www.g2.com/survey_responses/clarus-r-d-platform-review-4720452)**

**Rating:** 4.5/5.0 stars

_— Cate J._

[Read full review](https://www.g2.com/survey_responses/clarus-r-d-platform-review-4720452)

#### What Are G2 Users Discussing About Clarus R+D Platform?

- [What is Clarus R+D Platform used for?](https://www.g2.com/discussions/what-is-clarus-r-d-platform-used-for)

### [HireCredit](https://www.g2.com/products/hirecredit/reviews)

HireCredit helps employers optimize and automate the administration of hiring-based tax credit programs.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind HireCredit?

- **Seller:** [HireCredit](https://www.g2.com/sellers/hirecredit)
- **Year Founded:** 2017
- **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=64d8ce9780aa717d9cf7ba43bb4caf89d3be6fc00cfdf93bba68fe218ae58e81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F16232803&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Save lot of money with HireCredit"](https://www.g2.com/survey_responses/hirecredit-review-8194012)**

**Rating:** 4.5/5.0 stars

_— Vishal S._

[Read full review](https://www.g2.com/survey_responses/hirecredit-review-8194012)

### [MainStreet](https://www.g2.com/products/mainstreet-mainstreet/reviews)

Mainstreet helps small and mid-sized businesses unlock hidden capital through R&D tax credits and other business incentives. Our subject matter experts identify and claim every federal and state credit your company qualifies for, then hand off IRS-ready Form 6765 (Section G compliant) for your CPA to file. If your team designs, builds, or improves products, you may qualify. Success-based pricing starts at just 15% with flat-fee, pay-in-full, and 12-month payment options, plus up to $1M in audit protection.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind MainStreet?

- **Seller:** [MainStreet](https://www.g2.com/sellers/mainstreet)
- **Year Founded:** 2019
- **HQ Location:** San Jose, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d76b2894f6d1754034b1829fea8c44bf404d0263db7360133897a8608a132761&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fworkonmainstreet&secure%5Burl_type%5D=linkedin_company_website)  
64 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Incredible value"](https://www.g2.com/survey_responses/mainstreet-review-8034068)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/mainstreet-review-8034068)

### [TaxRobot](https://www.g2.com/products/taxrobot/reviews)

TaxRobot is the quickest, easiest, and most affordable way to automate your R&D credit calculation and receive your money. We provide best-in-class substantiation reports, audit defense at no additional charge, and, best of all, we don't charge a fee unless we identify a benefit.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind TaxRobot?

- **Seller:** [TaxRobot](https://www.g2.com/sellers/taxrobot)
- **Year Founded:** 2021
- **HQ Location:** Houston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a38f9dfecdafb550363f0831d3b54bbfdd5bf0917915271ec7723b1f4c06b94&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxrobot&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Great experience with TaxRobot"](https://www.g2.com/survey_responses/taxrobot-review-7949589)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/taxrobot-review-7949589)

### [Accountancy Cloud](https://www.g2.com/products/accountancy-cloud/reviews)

Accountancy Cloud offers the best full stack finance function for high growth startups. Finance managers and powerful software deliver unparalleled accounting, R&D tax credits and financial services for startups. Each startup gets access to our software that provides financial reports and management information to assist in decision making. Over the past 5 years, customers have grown their revenues by 3x on average, have been valued at over £500m, and we’ve supported 10 exits including ones to Facebook, Coinbase and Just Eat.

**Average Rating:** 4.3/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Accountancy Cloud?

- **Seller:** [Accountancy Cloud](https://www.g2.com/sellers/accountancy-cloud)
- **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®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Accountancy Cloud?

**["Fantastic support and world class service!"](https://www.g2.com/survey_responses/accountancy-cloud-review-4748227)**

**Rating:** 5.0/5.0 stars

_— Johnny S._

[Read full review](https://www.g2.com/survey_responses/accountancy-cloud-review-4748227)

#### What Are G2 Users Discussing About Accountancy Cloud?

- [What is Accountancy Cloud used for?](https://www.g2.com/discussions/what-is-accountancy-cloud-used-for)

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

"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](https://www.g2.com/sellers/alliantgroup)
- **Year Founded:** 2002
- **HQ Location:** Houston, Texas, United States
- **Twitter:** @alliantgroup  
2,134 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb854ab40214f97d852bd9306ef2f13d4f9b638174377792ef78f4f3ec0b70eb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falliantgroup%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,439 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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