AgWise

What AgWise does

AgWise is a St Petersburg, Florida-based agricultural advisory and technology firm that helps U.S. farmers, landowners, and integrated agribusiness operations capture federal tax incentives that most agricultural producers leave unclaimed. Its two core service lines are R&D Tax Credits under IRC §41 — covering crop trials, livestock health programs, precision agriculture technology, vaccine and genetic experimentation, feed formulation, and process automation — and Nutrient Tax Deductions under IRC §180/167/611, which enables landowners to deduct the value of residual soil nutrients when acquiring agricultural land. The company operates a professional services model with a sales-led, consultation-based go-to-market, offering free initial assessments, expert analysis, audit-ready documentation, and 100% audit defense.

The underlying platform is described as AI-driven analytics that integrates with existing farming systems to capture contemporaneous evidence, quantify qualified research expenses, and reconstruct acquisition-date nutrient levels at fair market value. Beyond the two core tax products, AgWise operates standalone self-serve tools at tools.agwise.io, including FoliarScripts™ (plant tissue test-based nutrient management recommendations) and Soil Scripts (Haney soil test-based soil health optimization), extending the platform into precision agronomy recommendations alongside tax services.

Revenue is generated through professional services fees tied to identified tax savings — including discovery, documentation, calculation, claim preparation, soil sampling, agronomic analysis, and CPA filing — with pricing not publicly disclosed and structured around the complexity of each operation. The company was founded in 2023 by Sarah Martello (CEO), Bill O'Neill (Sales), and Bill Rubis (Sales & Strategy), with Dan Friedel (Friedel Law Group LLC) serving as tax counsel. AgWise employs 1–10 people, is privately held as AgWise® LLC (with Transparency Wise Technology LLC referenced as the disclaiming entity in Terms & Conditions), and operates exclusively in the U.S. market with no disclosed institutional funding.

Name

AgWise

Legal name

AgWise® LLC

Website

https://agwise.io

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

AgWise is a U.S. agricultural advisory firm that helps farmers, landowners, and agribusinesses capture federal R&D tax credits and soil nutrient deductions through a professional services model supported by an AI-driven analytics platform and standalone precision agronomy tools.

Ownership category

akta.pro rank

Product category

Agricultural Tax Advisory Services

NAICS

Soil Preparation, Planting, and Cultivating (115112), Support Activities for Crop Production (1151)

SIC

Agricultural Services (700)

akta.pro primary industry

Soil Testing & Nutrient Analysis Services (AFACAKAA)

akta.pro secondary industry

Nutrient Management Planning & Fertility Programs (AFACABAB)

Keywords

• Agricultural tax credits
• R&D tax services
• Nutrient tax deductions
• Farm tax advisory
• Precision agriculture analytics

Headquarters

HQ city

Petersburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Tax Advisory and Documentation Services: Revenue appears to be generated through professional tax advisory services for R&D tax credits and nutrient tax deductions. The company offers free initial consultations and assessments, suggesting a services-based revenue model where fees are likely charged upon successful tax savings identification and documentation preparation.
2. R&D Tax Credit Processing: Revenue from preparing comprehensive technical documentation and Form 6765 for agricultural R&D tax credit claims, including discovery, documentation, calculation, claim preparation, and ongoing audit support.
3. Nutrient Tax Deduction Services: Revenue from soil sampling, agronomic analysis, tax attorney documentation, and CPA filing services for nutrient tax deductions under IRC sections 180, 167, and 611.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

AgWise helps farmers and agricultural producers unlock IRS-supported federal tax incentives, primarily R&D tax credits (IRC §41) for agricultural innovation and nutrient tax deductions (IRC §180, §167, §611) for residual soil nutrients in owned land. The company combines AI-driven analytics with agronomic, tax, and legal expertise to deliver end-to-end identification, documentation, claim preparation, and 100% audit defense for these tax opportunities. Standalone tools (FoliarScripts™, Soil Scripts) extend precision nutrient and soil-health recommendations to users.

Product overview

AgWise is a platform-plus-standalone-tools architecture offering agricultural tax optimization products: Nutrient Tax Deductions (IRC §180/§167/§611) for soil nutrient value extraction from land ownership, and R&D Tax Credits (IRC §41) for agricultural innovation. The ecosystem includes FoliarScripts™ (nutrient management via plant tissue analysis) and Soil Scripts (soil health via Haney tests) as standalone tools, all powered by AI-driven analytics and farm-level data processing.

Differentiator

Problem solved

Functional benefit

Brands

• FoliarScripts™: Standalone tool offering specialized nutrient management recommendations for plants based on tissue tests.
• Soil Scripts

Products and services

• Nutrient Tax Deductions Tax deduction service for agricultural landowners that separates and deducts residual soil nutrients from land purchase values under IRC §180 (immediate expensing), §167 (depreciation), and §611 (custom depletion), with professional soil sampling, agronomic analysis, tax attorney documentation, and CPA filing.
• R&D Tax Credits Federal R&D tax credit service for agricultural innovation covering crop trials, livestock health programs, precision agriculture technology, vaccine trials, genetic line experimentation, nutrition and feed experiments, and process automation. End-to-end: discovery, documentation, calculation, claim preparation (Form 6765), and ongoing audit support.
• FoliarScripts™ Standalone precision-agriculture tool providing specialized nutrient management recommendations based on plant tissue tests, offering optimized foliar feeding guidance for crop health and performance improvement.
• Soil Scripts Standalone precision-agriculture tool that provides soil health optimization recommendations based on Haney soil tests, including nutrient management and soil improvement guidance.

Quantifiable outcome

• Up to $319K in tax credits captured for a single Midwest operation
• +3 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• Granular (Corteva): Granular is a farm management software platform (acquired by Corteva) that helps farmers plan, manage, and analyze operations including crop inputs, financials, and agronomy. While not a tax-advisory peer, it represents an emerging agtech platform that could expand into the financial/decision-support space AgWise targets.
• Climate FieldView: Climate FieldView is a leading digital agriculture platform from Bayer that ingests farm-level data to deliver agronomic recommendations and analytics. It overlaps with AgWise's AI-driven precision-agriculture analytics positioning (FoliarScripts, Soil Scripts) as a much larger adjacent competitor in farm data analytics.

Direct peers

• Sikich: Sikich is a U.S. professional services firm with an established agribusiness practice offering tax, accounting, and advisory services to farms and agricultural producers. It overlaps with AgWise in agricultural tax advisory and provides a comparable target-customer offering.
• FORVIS: FORVIS (formed from the merger of BKD and Dixon Hughes Goodman) operates one of the largest agricultural accounting and tax practices in the U.S., serving farmers, ranchers, and agribusinesses with tax planning and compliance services. It competes with AgWise in delivering tax advisory services tailored to agricultural producers.
• Boast.AI: Boast.AI is a technology-enabled R&D tax credit platform that helps businesses identify, document, and claim R&D tax credits under IRC §41. It is directly comparable to AgWise's R&D Tax Credit product line, particularly its AI-driven documentation and audit defense positioning.
• Pinion: Pinion (formerly K·Coe Isom) is a top U.S. agricultural advisory and accounting firm offering tax, consulting, and wealth services specifically to farmers, ranchers, and agribusinesses. It is the most directly comparable peer to AgWise given its shared focus on agriculture-specific tax advisory, including farm-level tax strategy and compliance.
• Katz, Sapper & Miller: KSM (Katz, Sapper & Miller) is a top-100 U.S. CPA and advisory firm with a prominent agribusiness services group serving farms, agricultural cooperatives, and agribusinesses. Its tax advisory and consulting offerings overlap directly with AgWise's agricultural tax services.

Others

• Trimble Ag: Trimble Ag provides precision agriculture hardware and software solutions, including farm management, telematics, and agronomic decision tools. It is an adjacent, enabling peer in the broader precision-agriculture ecosystem where AgWise's standalone agronomic tools (FoliarScripts, Soil Scripts) operate.

Broad incumbents

• Crowe LLP: Crowe is a major U.S. accounting and advisory firm with a dedicated R&D tax credit practice serving businesses across industries, including agriculture. As a broad incumbent with significantly greater scale, it represents the type of well-resourced competitor that could enter AgWise's niche.
• RSM US: RSM US is a top-tier U.S. audit, tax, and consulting firm with a significant R&D tax credit practice and an industry group serving agribusiness. It is a broad incumbent comparable to AgWise in tax advisory capability, though operating across all industries rather than specializing in agriculture.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/agwisetechnology

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AgWise