Pre-Qualify
Pre-Qualify

Leverage our expertise and impress your clients.

Our accounting partners spend less time and resources uncovering capital for their clients and become savings heroes every year!

Team up with TaxTaker

Discover the powerful benefits

With our tech + team of R&D experts on-demand, offering the R&D Tax Credit has never been easier.

Pre-qualifying

Flag eligible clients that could benefit for the credit, and quickly prepare a cost-benefit analysis for them.

Project Visibility

Firm-wide accessibility to view and contribute to client projects, with customizable levels of permissions.

Complete Solution

Ensure claims are completed on time, with the confidence that all credit requirements have been fulfilled.

Experts On-Demand

Confidently provide the offering with the backing of over 50 years of combined R&D credit experience.

Trusted by accountants. Loved by Clients.

Cloud Accountants and Top 50 Firms leverage TaxTaker to prepare federal R&D and state claims nationwide, saving both their practice and their clients time and money.

Federal and State credit calculations

AccounTech integrations

Built-in expert support

Competitive and flexible rates

User-friendly and Intuitive

TaxTaker has taken the cumbersome process of collecting, organizing and analyzing R&D credit/study data and turned it into something that is both user-friendly and intuitive. We look forward to continuing to partner with them in the future!

Curt Mastio

Founder & CEO of Founder’s CPA

Allows us to scale our offering rapidly

TaxTaker has allowed us to offer a complete R&D Tax Credit product to our customers and also provides our team access to their awesome R&D experts with deep knowledge and expertise. We can help our clients obtain significant value while utilizing a software that allows us to scale our offering rapidly

Robert MacNaughton

CPA, and former Product Manager at ScaleFactor

Trustworthy resource

Working with TaxTaker has been an easy experience for our firm. I found their R&D experts to be a trustworthy resource as we kick off this new client offering. The customer service is also top notch and we’re excited to see this partnership grow

Andrew Warren

 Financial Analyst at Finvisor

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