Quick. Easy. R&D Claims.

Our average startup client spent less than 2 hours and claimed over $41,000 last tax season.​

Spend less time. Maximize your benefit.

TaxTaker has everything a business and their accountant need to claim the credit, without any stress.

Smart Credit Calculation

Built by experienced accountants and 
subject-matter experts, our technology is a powerfully accurate alternative to the manual R&D study model.

Support at Every Step
 of the Process​

We have poured over twenty years of domain expertise into our technology so that anyone can complete an R&D claim. Plus, our expert staff is always available to help along the way.

Central Repository​

All the tools you need to calculate, substantiate, and document the credit in one place.

Feature Rich Product

TaxTaker has translated over a decade's worth of strategic R&D tax credit experience into our product.

R&D Consulting Backup

TaxTaker provides expert level analysis for any type of project

Federal Credits

Generate Form 6765 for the Federal R&D tax credit

State Credits

Most states offer supplemental R&D credits in addition to the Federal

App Integrations

Integrate with Xero, Gitbhub, Zenefits, and other services

Audit Support

Our team is available to support any review

Manage Multiple Claims

Use TaxTaker as a service to manage all your R&D claims

Frequently Asked Questions

It’s the government’s way of rewarding your eligible small business for making technological investments in developing, designing, or improving upon products, processes, formulas, inventions, and software. Basically, if your business is performing anything innovative – you need to take a look.

The code actually allows for a broad range of industries to benefit! In addition to Software and Technology, we have helped clients focused in Aerospace, Apparel, Architecture, Breweries, CBD, Cosmetics, CPG, Drones, Gaming, Government Contractors, Robotics, Wearables, Wineries and more!​

For good reason, more and more companies are asking their accountants about the R&D Tax Credit. We don’t compete with your existing accountant, rather, invite them to be part of the process. Think of your accountant as your Quarterback and TaxTaker your special teams!​

R&D Tax Credit Services

Our success-based model means you only pay when credits are successfully generated.
No credit delivery, no fee.

Startup company

  • Startups 5 years old or less:
  • ✓ R&D Dashboard
  • ✓ Optimized Credit Calculations
  • ✓ Federal R&D Form 6765
  • ✓ Payroll Offset Form 8974
  • ✓ Substantiated Report
  • ✓ Ongoing CPA Expert Support
  • ✘ Dedicated CPA Manager
  • ✘ Expense Tracking
  • ✘ Custom Reports

Mature company

  • Companies older than 5 years:
  • ✓ R&D Dashboard
  • ✓ Optimized Credit Calculations
  • ✓ Federal R&D Form 6765
  • ✓ Payroll Offset Form 8974
  • ✓ Substantiated Report
  • ✓ Ongoing CPA Expert Support
  • ✓ Dedicated CPA Manager
  • ✓ Expense Tracking
  • ✓ Custom Reports

Get Started Today