# Best Tax Credit Providers - Page 2

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

**Total Products under this Category:** 57

### Category Stats (Jul 2026)

- **Average Rating:** 4.72/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings

_Last updated: July 23, 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)

[
Ardius
](https://www.g2.com/products/ardius/reviews)

By [Gusto](https://www.g2.com/sellers/gusto)

[

0/5(0)

](https://www.g2.com/products/ardius/reviews)

Product Description

"Intelligent automation with Big 4 tax experts to unlock your R&D tax credit, all without any risk. Ardius is now part of the Gusto family.

[
Armanino
](https://www.g2.com/products/armanino/reviews)

By [Armanino](https://www.g2.com/sellers/armanino)

[

3.8/5(9)

](https://www.g2.com/products/armanino/reviews)

Product Description

Armanino is one of the top 25 largest independent accounting and business consulting firms in the US. You can count on Armanino to think strategically, to provide sound insights that lead to positive

Pros and Cons

[
Experience (1)
](https://www.g2.com/products/armanino/reviews?qs=pros-and-cons)

[
Aurora Consulting Group LLC
](https://www.g2.com/products/aurora-consulting-group-llc/reviews)

By [Aurora Consulting Group](https://www.g2.com/sellers/aurora-consulting-group)

[

4.8/5(3)

](https://www.g2.com/products/aurora-consulting-group-llc/reviews)

Product Description

Aurora Consulting Group LLC is a comprehensive financial and advisory service provider designed to empower entrepreneurs by offering strategic tax planning, meticulous accounting, insightful advisory,

[
BLMC | R&D Tax Credit Audit...
](https://www.g2.com/products/blmc-r-d-tax-credit-audit-specialists/reviews)

By [BLMC](https://www.g2.com/sellers/blmc)

[

0/5(0)

](https://www.g2.com/products/blmc-r-d-tax-credit-audit-specialists/reviews)

Product Description

BLMC offers comprehensive R&D tax credit audit services, providing specialized defense and consulting for businesses whose claims are under examination. At the federal level, our experts rigorousl

[
Boast.ai
](https://www.g2.com/products/boast-ai/reviews)

By [Boast.ai](https://www.g2.com/sellers/boast-ai)

[

0/5(0)

](https://www.g2.com/products/boast-ai/reviews)

Product Description

Boast.ai offers an AI-driven platform designed to simplify and maximize the process of claiming R&D tax credits for businesses in the United States and Canada. By integrating with existing technic

[
Claimer
](https://www.g2.com/products/claimer/reviews)

By [Claimer Tech Ltd](https://www.g2.com/sellers/claimer-tech-ltd)

[

0/5(0)

](https://www.g2.com/products/claimer/reviews)

Product Description

Complete your R&D tax credit claim in minutes for just 5% or less of what you get back. 100% success rate, with all claims reviewed by an expert. We believe that making R&D tax claims should

[
CSSI Services
](https://www.g2.com/products/cssi-services/reviews)

By [CSSI Services](https://www.g2.com/sellers/cssi-services)

[

0/5(0)

](https://www.g2.com/products/cssi-services/reviews)

Product Description

CSSI Services is an engineering-based consulting firm that provides specialty tax services for commercial property owners, investors, developers, and innovation-driven businesses. Founded in 2003, the

[
CTI
](https://www.g2.com/products/cti-2025-06-17/reviews)

By [CTI](https://www.g2.com/sellers/cti-173c84d7-4437-44c6-aecf-97b7aaa41bf3)

[

0/5(0)

](https://www.g2.com/products/cti-2025-06-17/reviews)

Product Description

CTI is a tax incentives specialty firm with more than 25 years of experience helping businesses identify, document, and secure greater tax credits and incentives. Our team of elite tax professionals c

[
DualEntry Implementation...
](https://www.g2.com/products/dualentry-implementation-services/reviews)

By [DualEntry](https://www.g2.com/sellers/dualentry)

[

0/5(0)

](https://www.g2.com/products/dualentry-implementation-services/reviews)

Product Description

DualEntry is an AI-native ERP built by and for accountants. It’s designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month.

[
Employee Retention Tax...
](https://www.g2.com/products/employee-retention-tax-credit-ertc-service/reviews)

By [Paychex Inc](https://www.g2.com/sellers/paychex-inc)

[

0/5(0)

](https://www.g2.com/products/employee-retention-tax-credit-ertc-service/reviews)

Product Description

The workplace as we know it is changing. Paychex leads the way by making complex HR, payroll, and benefits simple. Our innovative HR outsourcing technology and the expertise of our highly trained HR c

[
EmpowerRD
](https://www.g2.com/products/empowerrd/reviews)

By [EmpowerRD Limited](https://www.g2.com/sellers/empowerrd-limited)

[

0/5(0)

](https://www.g2.com/products/empowerrd/reviews)

Product Description

EmpowerRD makes it faster and more efficient for UK companies to build and submit compliance, optimised R&D tax credit claims. Our R&D platform and team of specialists take the headache out o

[
Every
](https://www.g2.com/products/every/reviews)

By [Every](https://www.g2.com/sellers/every)

[

0/5(0)

](https://www.g2.com/products/every/reviews)

Product Description

Every.io is an all-in-one back-office platform designed to streamline operations for startup founders. It integrates essential services such as incorporation, banking, payroll, benefits, accounting, t

[
goat.tax
](https://www.g2.com/products/goat-tax/reviews)

By [GOAT TAX](https://www.g2.com/sellers/goat-tax)

[

0/5(0)

](https://www.g2.com/products/goat-tax/reviews)

Product Description

GOAT.tax gives an opportunity to start-ups and businesses including manufacturers, software, gaming and IoT companies to claim R&D tax credits via an online platform. GOAT.tax takes all the guess

[
Headcount
](https://www.g2.com/products/headcount/reviews)

By [Headcount Tax Credits](https://www.g2.com/sellers/headcount-tax-credits)

[

0/5(0)

](https://www.g2.com/products/headcount/reviews)

Product Description

Headcount ERC is exclusively focused on maximizing your tax credit and we are wholly committed to serving every client right and helping them claim the funds they’ve duly earned.

[
Hiring Incentives
](https://www.g2.com/products/hiring-incentives/reviews)

By [UC Alternative](https://www.g2.com/sellers/uc-alternative)

[

0/5(0)

](https://www.g2.com/products/hiring-incentives/reviews)

Product Description

"Hiring Incentives, Inc. is a recognized leader in reducing labor costs by securing employment tax credits for employers. We reduce employment costs by cutting through the complexities of employment t

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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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