TaxTaker
TaxTaker is an Austin-based tax credit advisory firm that identifies, documents, and secures R&D tax credits and energy-related incentives (179D, 45L, ITC, Cost Segregation) for growth-stage companies, startups, and mid-market businesses, primarily on a success-fee basis.
- Company typePrivate
- Founded2018
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What TaxTaker does
TaxTaker is a specialized tax credit and incentives advisory firm headquartered in Austin, Texas, that identifies, documents, and secures R&D tax credits and energy-related tax incentives on behalf of growth-stage companies, startups, and mid-market businesses. Founded in 2018 by Ari Palmer, the firm combines accounting expertise with engineering and technical evaluation capabilities to produce conservative, audit-ready documentation that is designed to work alongside — rather than replace — clients' existing CPA relationships.
The firm's core service is R&D tax credit advisory under IRS Code Section 41, supplemented by a portfolio of energy and real-estate incentive products: the 179D commercial building deduction, the 45L residential energy credit, the 30% Investment Tax Credit (ITC), the 30C EV charging credit, Cost Segregation studies, and Texas Moving Image Industry Incentive Program (TMIIIP) guidance for film/media productions. Underlying technical components include IRS-approved energy modeling tools (eQuest, EnergyPlus, DesignBuilder, HAP), payroll integration for credit calculation, an online 179D/45L estimator, and proprietary methodologies for technical study scoping and qualifying-activity documentation. The firm has completed thousands of studies and reports more than $100M+ in cumulative credits secured for clients across technology, manufacturing, real estate, film/media, healthcare, insurance, and industrial verticals.
TaxTaker operates predominantly on a success-fee basis — collecting payment only when clients qualify for and receive credits — with additional recurring revenue from an ongoing optimization subscription valued at approximately $20k per year. Go-to-market is consultative-direct with a self-serve eligibility check entry point on the website, supported by a CPA and accounting firm referral network. The company is private and founder-controlled, with a single disclosed $3.5M funding round in August 2020 led by Golden Section with participation from Old Three Hundred Capital, and operates with a small (1–10) remote-first team.
TaxTaker firmographics
Firmographics- Name
- TaxTaker
- Legal name
- TaxTaker Inc.
- Website
- https://taxtaker.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- TaxTaker is an Austin-based tax credit advisory firm that identifies, documents, and secures R&D tax credits and energy-related incentives (179D, 45L, ITC, Cost Segregation) for growth-stage companies, startups, and mid-market businesses, primarily on a success-fee basis.
- Ownership category
- akta.pro rank
TaxTaker industry classification
Industry- Product category
- Tax Credit Advisory Services
- NAICS
- Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Transfer Pricing & International Tax Services (BPAHABAI)
- akta.pro secondary industry
- Tax Incentives & Rebate Monetization (MPADAAAD)
Keywords
Where TaxTaker is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TaxTaker business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Success Fee on Tax Credits: TaxTaker operates primarily on a success-fee basis, collecting payment only when clients qualify for and receive tax credits. This aligns the company's incentives with client outcomes and reduces client risk. The company also offers flexible payment options allowing clients to pay over 6 or 12 months.
- Professional Services - R&D Studies: Bundled professional services covering the full workflow: eligibility and strategy, technical R&D study, tax execution support, and ongoing optimization. Services are priced as a comprehensive bundle rather than per-phase.
- Energy Incentive Studies: Technical energy studies for 179D, 45L, Investment Tax Credit (ITC), and Cost Segregation including site visits, energy modeling, and IRS-compliant certification documentation.
- Subscription - Ongoing Optimization: Annual subscription service for multi-year planning and credit strategy as businesses scale, valued at approximately $20k per year. Provides continuous credit optimization and compliance maintenance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Eligibility and Strategy Consultation |
| Other | Pay-as-you-go | Technical R&D Study |
| Other | Pay-as-you-go | Tax Execution Support |
| Subscription | Annual | Ongoing Optimization (Annual) |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels9 records
TaxTaker product offering
Product offeringCore offering
TaxTaker is a specialized tax incentive advisory firm that identifies, qualifies, documents, and secures federal and state R&D tax credits (Section 41) and energy efficiency tax incentives (179D, 45L, 30C, ITC, cost segregation, Texas film incentives) for growth-stage companies and SMBs. The firm bundles eligibility assessment, technical R&D studies, tax execution support, and ongoing credit optimization into a CPA-friendly workflow, charging on a success-fee basis.
Product overview
TaxTaker is a tax incentive advisory firm offering a portfolio of specialized services centered on R&D tax credits and energy efficiency incentives. The core offering is R&D Tax Credit Services, supplemented by a suite of energy-related tax products including 179D Tax Deduction, 45L Tax Credit, 30C EV Charging Tax Credit, Investment Tax Credit (ITC), and Cost Segregation services. Additional offerings include Texas Film Incentives guidance and a free 179D & 45L Energy Incentives Estimator tool. All services are designed to work alongside the client's CPA and provide audit-ready documentation.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Over $100M+ in credits secured for clients
- +4 more outcomes
Companies that use TaxTaker
Customer profileNamed customers13 records
Segments7 records
Ideal customer profiles5 records
TaxTaker technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
TaxTaker partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights6 records
TaxTaker competitors and assessment
Company assessmentDirect peers
- Alliant Group: Large specialty tax credit advisory firm historically focused on R&D tax credits for SMBs and middle-market companies. Most directly comparable to TaxTaker in business model (specialty tax credits) and target market, though significantly larger and broader in service scope.
Broad incumbents
- BDO USA: Top-5 U.S. accounting firm with an established R&D tax credit practice serving middle-market and growth-stage companies. Competes with TaxTaker on R&D and energy credit engagements but as one of many service lines within a full-service firm.
- RSM US: Large U.S. middle-market accounting firm with a dedicated R&D tax credit and energy incentives practice. Targets growth-stage and middle-market companies similar to TaxTaker's customer base but with broader advisory offerings.
- Baker Tilly: Top-10 U.S. accounting and advisory firm with a dedicated R&D tax credit practice serving middle-market companies. Overlaps with TaxTaker's middle-market and SMB focus but offers broader tax and consulting services.
- KPMG US: Big Four firm with a global R&D tax credit practice. Competes for larger R&D and energy credit engagements but typically serves enterprise clients; relevant as the dominant scaled incumbent in the specialty tax credit category.
- EY (Ernst & Young): Big Four firm with substantial R&D tax credit and energy incentives capabilities globally. Less focused on the SMB/startup segment TaxTaker targets but a major competitor for mid-market and enterprise specialty tax work.
- Deloitte Tax: Big Four tax practice with a sizable R&D and energy credits group. Most relevant as a scaled incumbent with deep resources that could expand into TaxTaker's growth-stage and middle-market segments.
- Moss Adams: Top-15 U.S. accounting firm with a dedicated credits and incentives practice covering R&D, 179D, and cost segregation. Closely comparable to TaxTaker in middle-market and growth-company focus, though broader in scope.
- Crowe LLP: Top-10 U.S. accounting firm with an R&D tax credit practice serving middle-market and growth-stage businesses. Comparable target customer profile to TaxTaker with a much larger overall service portfolio.
- CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with a dedicated credits and incentives practice targeting private and middle-market companies, including R&D tax credit services. Closely overlaps with TaxTaker's customer base and service mix.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TaxTaker social profiles
Digital presenceTaxTaker financial estimates
Financial estimateRevenue estimate
Valuation estimate
TaxTaker leadership team
Management profileNumber of profiles
Profiles1 record
TaxTaker funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TaxTaker M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TaxTaker
What does TaxTaker do?
TaxTaker is a specialized tax incentive advisory firm that identifies, qualifies, documents, and secures federal and state R&D tax credits (Section 41) and energy efficiency tax incentives (179D, 45L, 30C, ITC, cost segregation, Texas film incentives) for growth-stage companies and SMBs. The firm bundles eligibility assessment, technical R&D studies, tax execution support, and ongoing credit optimization into a CPA-friendly workflow, charging on a success-fee basis.
Is TaxTaker a public or private company?
TaxTaker is a private company. It is classified as venture growth investor backed and is currently operating.
When was TaxTaker founded?
TaxTaker was founded in 2018. It employs 1 to 10 people.
Where is TaxTaker based?
TaxTaker is headquartered in Austin, United States, in the North America region.
How does TaxTaker make money?
Four revenue lines are on record. Success Fee on Tax Credits are the primary driver. The others are professional Services - R&D Studies, energy Incentive Studies and subscription - Ongoing Optimization.
Who are TaxTaker's main competitors?
Alliant Group is listed as a direct peer. Broad incumbents are BDO USA, RSM US, Baker Tilly, KPMG US, EY (Ernst & Young), Deloitte Tax, Moss Adams, Crowe LLP and CliftonLarsonAllen (CLA).
Does TaxTaker have an API?
No public API is recorded for TaxTaker.
What industry is TaxTaker in?
TaxTaker's product category is Tax Credit Advisory Services. Its primary akta.pro industry code is BPAHABAI, Transfer Pricing & International Tax Services, with a secondary code of MPADAAAD, Tax Incentives & Rebate Monetization. Its NAICS code is 541213 and its SIC code is 8111.