--- 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: '2026-06-04' parent_category: name: Business Finance url: https://www.g2.com/categories/business-finance --- # TaxTaker Reviews **Vendor:** TaxTaker **Category:** [Tax Credit Providers](https://www.g2.com/categories/tax-credit-providers) **Average Rating:** 4.9/5.0 **Total Reviews:** 8 ## About TaxTaker 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. ## TaxTaker Reviews ### 1. Very friendly and great communciation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2025 **What do you like best about TaxTaker?** Really helpful educating us on what info is needed and why. Makes us feel more comfortable! **What do you dislike about TaxTaker?** Nothing! Have had great experiences through and through. **Recommendations to others considering TaxTaker:** Their rates are extremely fair and again they have a phenomenal team that knows how to educate and communicate. **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. ### 2. Excellent Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services **Reviewed Date:** January 03, 2025 **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. **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. **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. ### 3. An Exceptional R&D Credit Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **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. **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. **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. **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. ### 4. The TaxTaker Team is Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2023 **What do you like best about TaxTaker?** I love the team and how helpful they were during the process **What do you dislike about TaxTaker?** I do not have any current dislikes about TaxTaker **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. **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 ### 5. Fast and friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander S. W. | Co-Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **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 **What do you dislike about TaxTaker?** Nothing! Been a pleasure to work with so far. **Recommendations to others considering TaxTaker:** Can't go wrong jumping on a discovery call with this team! **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. ### 6. Tax Taker is great - very professional firm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about TaxTaker?** We know the owner and want to support the company. They are fast and efficient. **What do you dislike about TaxTaker?** Pricing model needs to be re-negotiated every year. **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. **What problems is TaxTaker solving and how is that benefiting you?** R&D Tax Credits ### 7. Made R&D tax credits easy for a first timer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about TaxTaker?** Super tech savvy but also took the time to explain the process to me on zoom. **What do you dislike about TaxTaker?** There was nothing I disliked about TaxTaker **Recommendations to others considering TaxTaker:** Do ir! **What problems is TaxTaker solving and how is that benefiting you?** Taking advantage of R&D tax credits ethically. ### 8. The BEST team to help you navigate tax credits **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica S. | Founder & CEO, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2023 **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. **What do you dislike about TaxTaker?** Nothing not to like! TaxTaker is fantastic. **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. - [View TaxTaker pricing details and edition comparison](https://www.g2.com/products/taxtaker/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-26+14%3A38%3A44+-0500&secure%5Bsession_id%5D=cc3b263a-4dae-4fec-be25-7849f7fa5247&secure%5Btoken%5D=426a05e731f5b5a6c9a0c6633b81debe50187dc25ca8b341214517d07932741f&format=llm_user) ## TaxTaker Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top TaxTaker Alternatives - [Pilot](https://www.g2.com/products/pilot/reviews) - 4.7/5.0 (142 reviews) - [PricewaterhouseCoopers (PwC)](https://www.g2.com/products/pricewaterhousecoopers-pwc/reviews) - 4.2/5.0 (38 reviews) - [Haven](https://www.g2.com/products/haven-2025-06-02/reviews) - 5.0/5.0 (33 reviews)