Tax Point Advisors
Tax Point Advisors is a privately held specialty tax firm founded in 1999 and based in North Andover, Massachusetts. It supports CPA firms and their clients with R&D tax credit study services and specialty tax controversy work, operating with 11-50 employees under founder leadership.
- Company typePrivate
- Founded1999
- HeadquartersNorth Andover, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Tax Point Advisors does
Tax Point Advisors is a privately held, specialty tax advisory firm founded in 1999 and headquartered in North Andover, Massachusetts. The firm provides R&D tax credit study services and other specialty tax services, operating on a B2B2C go-to-market model in which it supports CPA firms (and, through them, their underlying clients) rather than marketing directly to end taxpayers. Its core deliverables center on the technical substantiation required to claim federal and state R&D credits — a regulated, documentation-heavy practice that typically involves quantifying qualified research expenses, documenting the four-part test, and preparing defensible study reports.
The firm is small (11-50 employees) and founder-led, with Jeffrey Feingold serving as Founder and Managing Shareholder, Marion Belanger as CFO and Senior Project Manager, and Robert Bryant as Director and Senior VP of Tax Controversy Services & Quality Control. This lean organizational structure indicates a niche professional-services operation that monetizes through hourly/study-fee billing to CPA firms, with no disclosed software product, subscription platform, or technology-enabled delivery channel. The website content was not retrievable at the time of data collection (verification page only), so product details, pricing, partnerships, customer logos, and growth signals are not visible from the primary source.
Operationally, Tax Point competes in a fragmented specialty-tax services market against both national R&D credit boutiques (e.g., Alliant Group, KBKG) and in-house CPA-firm specialty practices. Its competitive posture depends on CPA-firm relationships, depth of R&D substantiation expertise, and capacity to handle tax controversy — an area explicitly staffed at the senior level. The absence of disclosed funding, M&A activity, geographic expansion, or product launches in the input suggests a mature, organically grown firm operating at a steady-state scale rather than a venture-backed growth vehicle.
Tax Point Advisors firmographics
Firmographics- Name
- Tax Point Advisors
- Website
- https://taxpointadvisors.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Tax Point Advisors is a privately held specialty tax firm founded in 1999 and based in North Andover, Massachusetts. It supports CPA firms and their clients with R&D tax credit study services and specialty tax controversy work, operating with 11-50 employees under founder leadership.
- Ownership category
- akta.pro rank
Tax Point Advisors industry classification
Industry- Product category
- Tax Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219), Tax Preparation Services (541213)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
Keywords
Where Tax Point Advisors is headquartered
LocationHeadquarters
- HQ city
- North Andover
- HQ country
- United States
- HQ region
- North America
Markets served
Tax Point Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Tax Point Advisors product offering
Product offeringCore offering
Tax Point Advisors provides R&D tax credit study services and other specialty tax services, working with CPA firms to identify qualifying research expenditures for their clients and assist with tax controversy matters. The firm acts as a specialized outsourced resource for accounting practices that need to deliver in-depth tax credit and audit support without building dedicated in-house teams.
Differentiator
Problem solved
Functional benefit
Products and services
- R&D Tax Credit Study Services Identification, documentation, and substantiation of qualifying research and development tax credits for businesses, delivered to CPA firms on behalf of their clients. Designed for CPA firms whose clients need detailed R&D credit studies without the CPA firm maintaining dedicated in-house R&D tax credit specialists.
- Tax Controversy Services Representation and support for tax disputes, audits, and IRS or state tax authority matters, delivered to CPA firms and their clients facing tax controversy situations. Targeted at CPA firms needing specialized controversy expertise to support clients during examinations and disputes.
- Specialty Tax Services Broader specialty tax services beyond R&D credits, provided to CPA firms needing supplemental tax expertise for client engagements. Covers additional niche tax matters that CPA firms may not have the capacity or specialization to handle internally.
Companies that use Tax Point Advisors
Customer profileIdeal customer profiles1 record
Tax Point Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tax Point Advisors competitors and assessment
Company assessmentDirect peers
- Alliant Group: Alliant is a specialty tax advisory firm built around R&D tax credits, energy credits, and other IRS incentives — closely aligned with Tax Point Advisors' service mix and CPA-firm channel.
- KBKG: KBKG is a specialty tax firm focused on R&D tax credits, cost segregation, and other incentive studies, directly comparable to Tax Point Advisors' R&D tax credit and specialty tax positioning.
- Withum: Withum operates a significant R&D tax credit and specialty tax services practice serving middle-market clients, overlapping directly with Tax Point Advisors' core offering.
Broad incumbents
- BDO USA: BDO is a top-tier accounting firm with an established specialty tax practice including R&D credits; competes with Tax Point Advisors on similar services but as part of a broader full-service portfolio.
- Eide Bailly: Eide Bailly is a large regional accounting firm with a dedicated specialty tax practice covering R&D credits and credits/incentives, comparable in service mix but with materially broader scale.
- Deloitte Tax Controversy Services: Deloitte offers large-scale tax controversy and IRS audit defense services — the same capability Tax Point Advisors provides through its Tax Controversy function, but as part of a Big Four portfolio.
- RSM US: RSM is a large accounting and advisory firm offering R&D tax credit studies and specialty tax services to middle-market companies, overlapping with Tax Point Advisors' client profile.
- Crowe LLP: Crowe is a major accounting and advisory firm with tax credit and incentive services, addressing similar R&D tax credit needs of middle-market clients served by Tax Point Advisors.
- Plante Moran: Plante Moran is a large accounting firm with a specialty tax practice including R&D credit studies, serving a similar middle-market client base.
Emerging players
- Cherry Bekaert: Cherry Bekaert is a mid-tier accounting firm with a growing specialty tax practice including R&D credits, partially overlapping with Tax Point Advisors' niche service offering.
Market position
Strengths4 records
Competitive moat3 records
Key highlights5 records
Customer concentration
Tax Point Advisors social profiles
Digital presenceTax Point Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Point Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Tax Point Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Point Advisors 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 Tax Point Advisors
What does Tax Point Advisors do?
Tax Point Advisors provides R&D tax credit study services and other specialty tax services, working with CPA firms to identify qualifying research expenditures for their clients and assist with tax controversy matters. The firm acts as a specialized outsourced resource for accounting practices that need to deliver in-depth tax credit and audit support without building dedicated in-house teams.
When was Tax Point Advisors founded?
Tax Point Advisors was founded in 1999. It employs 11 to 50 people.
Where is Tax Point Advisors based?
Tax Point Advisors is headquartered in North Andover, United States, in the North America region.
Who are Tax Point Advisors's main competitors?
Direct peers on record are Alliant Group, KBKG and Withum. Broad incumbents are BDO USA, Eide Bailly, Deloitte Tax Controversy Services, RSM US, Crowe LLP and Plante Moran. Cherry Bekaert is listed as an emerging player.
Does Tax Point Advisors have an API?
No public API is recorded for Tax Point Advisors.
What industry is Tax Point Advisors in?
Tax Point Advisors's product category is Tax Advisory Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance. Its NAICS code is 5412.