# Best Tax Credit Providers - Page 3

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

**Total Products under this Category:** 57

### Category Stats (Aug 2026)

- **Average Rating:** 4.73/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Swanson Reed | Specialist R&D Advisors (+0.16%) - Among all products in this category, Swanson Reed | Specialist R&D Advisors recorded the largest rating increase compared to last month

_Last updated: August 01, 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)

### [Indago](https://www.g2.com/products/indago/reviews)

The rad app helps software startups claim their R&D tax credit by streamlining the end-to-end process of identifying and validating expenditures then calculating the credit to be claimed. The rad app is the quickest and most cost-effective way for startups to claim their credit, the result of which is a direct cash injection.

#### Who Is the Company Behind Indago?

- **Seller:** [Indago](https://www.g2.com/sellers/indago)
- **Year Founded:** 1954
- **HQ Location:** Austin, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6959d7c0a284c24c991dd6adcb8e6b341205840b6b2b0e92113c3c41a147f0e5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faraimaging&secure%5Burl_type%5D=linkedin_company_website)  
374 employees on LinkedIn®

### [iRecruit](https://www.g2.com/products/irecruit-2023-03-10/reviews)

"WOTC or Work Opportunity Tax Credit is a Federal tax credit available to employers to hire and retain veterans and individuals from target groups with significant barriers to employment. "

#### Who Is the Company Behind iRecruit?

- **Seller:** [iRecruit](https://www.g2.com/sellers/irecruit-e578f332-6406-4268-a8c1-f395395e38ef)
- **Year Founded:** 1997
- **HQ Location:** Farmington, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=603da5bbcbdc8e0ccb3de3072bb1b0d1a27592b13d1d07676d7ee7bdc77459dd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firecruit&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [Kruze Consulting](https://www.g2.com/products/kruze-consulting/reviews)

Kruze Consulting is a licensed CPA firm (California Board of Accountancy license #7637) providing accounting, tax, and fractional CFO services exclusively to venture capital-backed Delaware C-Corp startups that have raised at least $500K in venture funding, from Pre-Seed through Series C. The firm combines cloud-based accounting technology with hands-on support from experienced CPAs and accountants, averaging 10+ years of experience, to deliver accurate, audit-ready, investor-grade financials. Core bookkeeping services include transaction recording and reconciliation, automated categorization, revenue recognition, and monthly financial statement packages (income statement, cash flow statement, and balance sheet). Each client works with a dedicated accounting team that meets monthly to review financials and provide guidance. Tax services cover federal and state tax return preparation, state and local tax (SALT) compliance, and Delaware Franchise Tax filings. Kruze also specializes in identifying, calculating, and filing for R&D tax credits, helping startups offset payroll taxes and extend runway, even before they're profitable. Beyond core accounting and tax, Kruze offers fractional CFO services (financial modeling, budgeting, cash management, and fundraising support), 409A valuations, VC due diligence preparation, and M&A accounting support for startups approaching an exit or acquisition. Kruze Consulting has been named to the Inc. 5000 list of fastest-growing private companies for seven consecutive years, and its clients have collectively raised over $15 billion in venture capital funding.

#### Who Is the Company Behind Kruze Consulting?

- **Seller:** [Kruze Consulting](https://www.g2.com/sellers/kruze-consulting)
- **Year Founded:** 2012
- **HQ Location:** San Francisco, US
- **Twitter:** @KruzeConsulting  
1,157 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53e4cf658ebe7ff554be975f39ea9bf79be4baf8d1364869b84c25432a1b50e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkruze-consulting&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

### [MASSIE](https://www.g2.com/products/massie/reviews)

"At MASSIE, we specialize in making the R&D Tax Credit Easier. We have studied over 200 of the top companies claiming this credit and have designed a best practice process that examines every step to see how it can be made Easier on everyone involved. Easier on the Tax Department, Easier on the R&D Employees (SMEs), and Easier on the IRS. "

#### Who Is the Company Behind MASSIE?

- **Seller:** [MASSIE](https://www.g2.com/sellers/massie)
- **Year Founded:** 2004
- **HQ Location:** Alpharetta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be7f3b5c8336453910048f164b2594bddba573c1a3129c43e84d2a9c58863d25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmassie-r%2526d-tax-credits%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

### [MAXIMUS](https://www.g2.com/products/maximus/reviews)

Helping Government Serve the People

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind MAXIMUS?

- **Seller:** [MAXIMUS](https://www.g2.com/sellers/maximus-a721b58b-ec7a-4398-b4d6-0c6f42598dff)
- **HQ Location:** McLean, US
- **Twitter:** @MAXIMUS\_news  
2,567 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7cf7f479d97d5dc4533002a487ec8765a2e354744c6df32f6e80d8683f790129&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaximus&secure%5Burl_type%5D=linkedin_company_website)  
25,294 employees on LinkedIn®
- **Ownership:** NYSE: MMS

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of MAXIMUS?

**["Maximus is the comprehensive solution for government programs"](https://www.g2.com/survey_responses/maximus-review-7635103)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/maximus-review-7635103)

### [Mckenzie Chase Tax Credits](https://www.g2.com/products/mckenzie-chase-tax-credits/reviews)

McKenzie Chase Management offers a suite of tax credit and employer incentive services designed to save a company's money with little effort on their part.

#### Who Is the Company Behind Mckenzie Chase Tax Credits?

- **Seller:** [Mckenzie Chase Management](https://www.g2.com/sellers/mckenzie-chase-management)
- **Year Founded:** 1982
- **HQ Location:** Seattle, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3057ee7c0a6cf785b5824d71ccd27dc03a32284b8a17ba136133e0e1cb53f9f&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmckenzie-chase-management&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [MyProTaxAdvisor](https://www.g2.com/products/myprotaxadvisor/reviews)

"Our Employee Retention Credit (ERC) experts can help you get the tax credits your business deserves. Take advantage of this new COVID-19 employee retention credit while it's available."

#### Who Is the Company Behind MyProTaxAdvisor?

- **Seller:** [MyProTaxAdvisor](https://www.g2.com/sellers/myprotaxadvisor)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Neo.Tax uses AI to automate the R&D tax credit process by connecting to a company’s project management and financial systems to generate accurate, audit-ready claims. It also supports software capitalization, enabling teams to streamline two time-consuming processes using the same underlying data. Neo.Tax cuts R&D credit prep time by up to 95% by eliminating surveys and interviews, while improving accuracy and ensuring compliance with evolving IRS standards. The company was founded by a former IRS agent, a Stanford PhD in machine learning, and a former Intuit product lead. It’s used by startups through enterprise companies to simplify R&D tax compliance.

#### Who Is the Company Behind neo.tax?

- **Seller:** [neo.tax](https://www.g2.com/sellers/neo-tax)
- **Year Founded:** 2019
- **HQ Location:** Mountain View, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3f99c09bad4bb265c183dc893ee2d0745767b07727a486839dc45bac3b6d842&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetneotax%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

### [Nimbl](https://www.g2.com/products/nimbl-nimbl/reviews)

Nimbl's purpose is to enable committed leaders to expand the impact they're making in the world by harnessing the power of people & process. Accounting is simply the medium that we utilize to fulfill on this. It's really about enabling entrepreneurs to build thriving businesses that in turn provide opportunity and abundance for families and founders across the nation.

#### Who Is the Company Behind Nimbl?

- **Seller:** [nimbl](https://www.g2.com/sellers/nimbl-c3e65d97-a6f6-464d-9525-43bdacb8408e)
- **Year Founded:** 2018
- **HQ Location:** Salt Lake City, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac19665d7c8aba907ee1e73198e2b431f87d494e275430d64f9a0193933d039f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrustnimbl%2F&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

### [OnCentive](https://www.g2.com/products/oncentive/reviews)

OnCentive simplifies the process of identifying and qualifying for business incentives and tax credits; maximizing your business’s profitability, and putting your hard-earned money back in your hands so you can use it to grow your business.

#### Who Is the Company Behind OnCentive?

- **Seller:** [OnCentive](https://www.g2.com/sellers/oncentive)
- **Year Founded:** 1997
- **HQ Location:** Birmingham, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3bb2616f30e483233b0732d7ecfaf76aeb0a0ca44a94b602f629d5978c3b34d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foncentive%2F&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

### [RDvault](https://www.g2.com/products/rdvault/reviews)

The World’s only fully integrated R&D tax credits software. Empowering businesses and advisors to innovatively and swiftly claim R&D tax incentives.

#### Who Is the Company Behind RDvault?

- **Seller:** [RDvault](https://www.g2.com/sellers/rdvault)
- **Year Founded:** 2017
- **HQ Location:** Manchester, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f7e36cf2d3206d8a7dfe2616cc1423eed93af414cfc34354f5fef23437aaefe1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frdvault&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [Rebate](https://www.g2.com/products/rebate/reviews)

Rebate is a leader in tax credit services, pairing technology with experienced tax credit specialists to perform a granular and verified analysis of business activities. The combination of human expertise and technology demystifies the process for small-to-medium sized businesses to qualify and claim tax credits.

#### Who Is the Company Behind Rebate?

- **Seller:** [Rebate Technologies](https://www.g2.com/sellers/rebate-technologies)
- **Year Founded:** 2021
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14baa8a068a93e6cd31ab4aa8baa0706492db9bb93074a901ad723504f6a44f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frebatecompany%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Relay](https://www.g2.com/products/allset-relay/reviews)

A new way to claim for R&D tax credits: just you, our app & absolutely no agents.

#### Who Is the Company Behind Relay?

- **Seller:** [AllSet](https://www.g2.com/sellers/allset)
- **Year Founded:** 2020
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=811167525892ae60166d9cf01c94bd7b7aa18ab31a4270f89fe1bdcc5e6fa1ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftherelayapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [RetroacDev R&D Tax Credit automation software](https://www.g2.com/products/retroacdev-r-d-tax-credit-automation-software/reviews)

RetroacDev is a machine learning-driven R&D Tax Credit automation software built for accountants who provide R&D study services. RetroacDev has been used to prepare more than 300 R&D studies and claim over $30 million in federal R&D Tax Credits. Using machine learning, big data, and automation in R&D Studies helps: + Eliminate time-consuming interviews with R&D managers and employees. + Minimize operational disruption. + Strengthen documentation of Qualified Research Activities with data.

#### Who Is the Company Behind RetroacDev R&D Tax Credit automation software?

- **Seller:** [RetroacDev](https://www.g2.com/sellers/retroacdev)
- **Year Founded:** 2018
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=433c393a60c80106dcacc6ff60d86dd603953d7fa2f3f35a8804a5d71cf3756c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fretroacdev&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [RetroTax](https://www.g2.com/products/retrotax/reviews)

RetroTax helps your business navigate the "murky waters"​ of complex legislation associated with finding and securing federal and state tax credits. These tax credits can be based on geographic regions in which your business operates, or on the demographic characteristics of your employees. In addition to finding and acting upon current and retroactive program eligibility, RetroTax® will help your business establish policies and practices to create greater opportunities for receiving additional tax credits in the future. At RetroTax®, we keep you informed about best practices for maximizing tax savings and improving your bottom line.

#### Who Is the Company Behind RetroTax?

- **Seller:** [RetroTax](https://www.g2.com/sellers/retrotax)
- **Year Founded:** 1992
- **HQ Location:** Indianapolis, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bae7d67a98f3914f16c0990a3d662b5a163b8b216fa8f231777c6096fdf8d5a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fretrotax%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

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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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