--- title: TaxTaker Reviews meta\_title: 'TaxTaker Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how TaxTaker works for a business like yours. aggregate\_rating: rating\_value: 4.9 review\_count: 8 scale: '5' date\_modified: '2026-07-12' parent\_category: name: Business Finance url: https://www.g2.com/categories/business-finance --- # TaxTaker Reviews & Provider Details Claimed ###### Profile Status This profile is currently managed by TaxTaker but has limited features. Are you part of the TaxTaker team? [Upgrade your plan](https://my.g2.com/taxtaker/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [TaxTaker](https://www.g2.com/sellers/taxtaker) Discussions [TaxTaker Community](https://www.g2.com/products/taxtaker/discuss) Overview by Ari Salafia (Founder & CEO TaxTaker) Show More ## Top-Rated Alternatives [ ![Pilot](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pilot") Pilot 4.7/5(142) ](https://www.g2.com/products/pilot/reviews) [ ![Swanson Reed | Specialist R&D Advisors](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Swanson Reed | Specialist R&D Advisors") Swanson Reed | Specialist R&D Advisors 4.9/5(77) ](https://www.g2.com/products/swanson-reed-specialist-r-d-advisors/reviews) [ ![PwC](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PwC") PwC 4.2/5(38) ](https://www.g2.com/products/pwc-pwc/reviews) [ View All Alternatives ](https://www.g2.com/products/taxtaker/competitors/alternatives) ## User Insights Average based on 8 real user reviews. [Log in to unlock pricing and user insights](/login) ![Verified User in Logistics and Supply Chain](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Logistics and Supply Chain") OL Verified User in Logistics and Supply Chain Small-Business (50 or fewer emp.) 1/6/2025 "Very friendly and great communciation" 5/5 What do you like best about TaxTaker? Really helpful educating us on what info is needed and why. Makes us feel more comfortable! Review collected by and hosted on G2.com. What do you dislike about TaxTaker? Nothing! Have had great experiences through and through. Review collected by and hosted on G2.com. Recommendations to others considering TaxTaker: Their rates are extremely fair and again they have a phenomenal team that knows how to educate and communicate. Review collected by and hosted on G2.com. What problems is TaxTaker solving and how is that benefiting you? Great time saver and helps a small startup like mine save a ton on taxes with r&d credits they get for us. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") GI Verified User in Information Technology and Services 1/3/2025 "Excellent Experience" 5/5 What do you like best about TaxTaker? Staff is extremely knowledgeable and very responsive. They are always willing to walk us through any questions we have. I genuinely appreciate their expertise and consider them a trusted partner. Review collected by and hosted on G2.com. What do you dislike about TaxTaker? None so far, we have utilized them for a few years of filings and they have done an exceptional job so far. Review collected by and hosted on G2.com. What problems is TaxTaker solving and how is that benefiting you? We have utilized TaxTaker to assist us with completing our R&D Tax Credits. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") EC Verified User in Computer Software Small-Business (50 or fewer emp.) 8/22/2023 "An Exceptional R&D Credit Experience" 5/5 What do you like best about TaxTaker? Their ability to adapt to our business model and be able to maximize our credits to our unique business. Review collected by and hosted on G2.com. What do you dislike about TaxTaker? Nothing really, the process was easy from the begining. I wish we had the ability to pay over installments instead of up front, but otherwise the service was great. Review collected by and hosted on G2.com. Recommendations to others considering TaxTaker: Throughout the application process, TaxTaker remained proactive and addressed all my concerns. Their tech forward approach alleviated much of the stress that can accompany such endeavors, making the entire experience super smooth. Review collected by and hosted on G2.com. What problems is TaxTaker solving and how is that benefiting you? I had the privelage of working with TaxTaker for our companies R&D tax credits. The team is extremely qualified as it relates to understanding the intriacacies of the R&D tax credit process, and felt like they maximized our credits. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") CI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 8/9/2023 "The TaxTaker Team is Great!" 5/5 What do you like best about TaxTaker? I love the team and how helpful they were during the process Review collected by and hosted on G2.com. What do you dislike about TaxTaker? I do not have any current dislikes about TaxTaker Review collected by and hosted on G2.com. Recommendations to others considering TaxTaker: I would recommend others consider TaxTaker for your business R&D tax credit. It takes little investment from you and you get great savings. Review collected by and hosted on G2.com. What problems is TaxTaker solving and how is that benefiting you? Receiving an R&D Tax Credit for my business. TaxTaker did a full analysis on my business and got me the best credit I could receive Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Alexander S. W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexander S. W.") AW Alexander S. W. Co-Founder & CEO Small-Business (50 or fewer emp.) 5/11/2023 "Fast and friendly" 5/5 What do you like best about TaxTaker? They were willing to meet us where we are and provide additional resources we requested at every stage Review collected by and hosted on G2.com. What do you dislike about TaxTaker? Nothing! Been a pleasure to work with so far. Review collected by and hosted on G2.com. Recommendations to others considering TaxTaker: Can't go wrong jumping on a discovery call with this team! Review collected by and hosted on G2.com. What problems is TaxTaker solving and how is that benefiting you? TaxTaker helped us file our 2022 R&D tax credit and walked us through the process end-to-end. We were able to get material amount of money to fund our growth and operations. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") EF Verified User in Financial Services Small-Business (50 or fewer emp.) 8/10/2023 "Tax Taker is great - very professional firm" 5/5 What do you like best about TaxTaker? We know the owner and want to support the company. They are fast and efficient. Review collected by and hosted on G2.com. What do you dislike about TaxTaker? Pricing model needs to be re-negotiated every year. Review collected by and hosted on G2.com. Recommendations to others considering TaxTaker: Just sign up they can walk you through the whole process if it is your first time, and are better than other consultants if you are already doing R&D Tax Credits. Review collected by and hosted on G2.com. What problems is TaxTaker solving and how is that benefiting you? R&D Tax Credits Review collected by and hosted on G2.com. Show More 8/15/2023 Validated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") OI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 8/16/2023 "Made R&D tax credits easy for a first timer" 4.5/5 What do you like best about TaxTaker? Super tech savvy but also took the time to explain the process to me on zoom. Review collected by and hosted on G2.com. What do you dislike about TaxTaker? There was nothing I disliked about TaxTaker Review collected by and hosted on G2.com. Recommendations to others considering TaxTaker: Do ir! Review collected by and hosted on G2.com. What problems is TaxTaker solving and how is that benefiting you? Taking advantage of R&D tax credits ethically. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Jessica S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica S.") JS Jessica S. Founder & CEO Marketing and Advertising Small-Business (50 or fewer emp.) 1/24/2023 "The BEST team to help you navigate tax credits" 5/5 What do you like best about TaxTaker? Ari and her team are the absolute best to work with. They are knowledgeable, friendly, and go out of their way to make the process as seamless as possible for founders. Review collected by and hosted on G2.com. What do you dislike about TaxTaker? Nothing not to like! TaxTaker is fantastic. Review collected by and hosted on G2.com. What problems is TaxTaker solving and how is that benefiting you? TaxTaker helps startups navigate the R&D and ERC tax credit calculation and application process. Finding extra cash to extend your runway is incredibly helpful. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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