Tax Credit Group

What Tax Credit Group does

Tax Credit Group, Inc. (TCG) is a U.S. tax credit processing and advisory firm headquartered in Dubuque, Iowa, in operation since 2001. The company helps businesses identify, claim, and process federal and state tax incentives — primarily the Work Opportunity Tax Credit (WOTC), Research & Development credits, Employee Retention Credit, Indian Employment Credit, Federal Empowerment Zone credits, Disaster Tax Credits, and state-specific credits across all 50 states. TCG offers eight distinct service products, with its Tax Credit Analysis serving as the diagnostic entry point that surfaces which credits a given client qualifies for and routes them into the relevant processing workflow.

The business operates on a contingency fee basis: clients are not charged unless TCG successfully produces new tax credits, and a standard WOTC analysis is offered free of charge with one of the firm's CPAs. TCG claims to process over $8 million in tax credits annually on behalf of clients — a customer-outcome figure rather than TCG's own revenue. Service delivery is supported by a team of experts averaging more than 20 years of experience each and a proprietary national database of mapped incentives, tax credits, and refunds used to identify opportunities. The company is privately held with no disclosed external funding and is incorporated in Iowa.

TCG's go-to-market is consultative and sales-led, combining content marketing (SEO-driven blog articles and educational resources), free consultation offers, and a B2B2B channel through CPA and accounting firm partnerships. The customer base is concentrated in SMBs, particularly in staffing and food service, with emerging content emphasis on construction and hospitality verticals driven by 2025's One Big Beautiful Bill Act (OBBBA). Distribution is primarily direct — phone consultations, website lead capture, and secure client portal — supplemented by partner-sourced leads from accounting professionals.

Name

Tax Credit Group

Legal name

Tax Credit Group, Inc.

Website

https://taxcreditgroup.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

51–100 employees

Short description

Tax Credit Group, Inc. is a U.S. tax credit processing firm that helps businesses identify and claim federal and state employer-related tax credits on a contingency fee basis, serving SMBs across all 50 states.

Ownership category

akta.pro rank

Product category

Tax Credit Processing Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Payroll Tax Filing, Compliance & Remittance (BPACAIAC), Tax Return Filing, Processing & Assessment (BPAIADAC), Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

Keywords

• Tax credit processing
• WOTC services
• Employer tax credits
• Tax credit analysis
• State tax incentives

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Contingency Fee - Tax Credit Processing: The company operates on a contingency fee basis where they are only charged if they successfully produce new tax credits for the client. They offer a standard WOTC tax credit analysis with one of their CPAs at no cost, but generate revenue when they identify and process qualifying tax credits for clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Tax Credit Group helps businesses identify, process, and claim federal and state employer-related tax credits through a portfolio of services including WOTC, R&D credits, Indian Employment Credit, Employee Retention Credit, State Tax Credits, and Federal Empowerment Zone Credit. The company performs end-to-end processing from screening and analysis through certification filing with state workforce agencies. Services are delivered on a contingency fee basis, with clients only charged when new tax credits are successfully produced.

Product overview

Tax Credit Group is a tax credit processing and advisory firm that offers a portfolio of tax credit services to help businesses identify, apply for, and claim federal and state tax incentives. The core offering consists of eight distinct service products: Work Opportunity Tax Credit (WOTC) processing, Tax Credit Analysis (a diagnostic review that uncovers eligible credits across the full credit landscape), State Tax Credits, Indian Employment Credit, Research & Development Credit, Disaster Tax Credits, Federal Empowerment Zone Employment Credit, and Employee Retention Credit (CARES Act). The Tax Credit Analysis service functions as the umbrella diagnostic that drives clients into the specific credit programs. The company processes over $8 million in tax credits annually for clients across all 50 states on a contingency fee basis.

Differentiator

Problem solved

Functional benefit

Products and services

• Work Opportunity Tax Credit (WOTC) Federal tax credit processing service that helps employers obtain income tax credits (up to $9,600 per eligible hire) for hiring personnel from specific target groups such as veterans, ex-felons, SNAP recipients, and other designated populations. TCG manages the end-to-end process from screening through certification and filing.
• Tax Credit Analysis Comprehensive evaluation of a company's operations, expenses, employee activities, and tax filings to identify eligible federal and state tax credits. Includes a free standard WOTC analysis with a CPA and a more thorough review covering all available business tax credits.
• State Tax Credits Processing and identification of state-specific tax incentive programs that encourage businesses to invest in certain areas or hire employees from targeted groups, available in all 50 states.
• Indian Employment Credit Federal tax credit for employers whose employees perform substantially all services within an Indian reservation, with a maximum credit of $4,000 per eligible employee.
• Research & Development Credit Tax credit for businesses that develop new products, processes, or software, or make innovative improvements, potentially allowing startups and small businesses to apply up to $250,000 of R&D credits against payroll taxes.
• Disaster Tax Credits Tax relief credits available to businesses following federally declared disasters, governed by legislation such as the Disaster Tax Relief and Airport and Airway Extension Act of 2017.
• Federal Empowerment Zone Employment Credit Federal tax incentive offering a 20% credit (up to $3,000) on the first $15,000 of wages for employees who live and work in one of 30 designated empowerment zones.
• Employee Retention Credit (CARES Act) COVID-19 relief credit allowing employers to take a credit of 50% of up to $10,000 of qualified wages per employee for businesses impacted by the pandemic.

Quantifiable outcome

• Processes over $8 million in tax credits for companies every year
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• ERC Today: ERC Today is a specialist in Employee Retention Credit identification and processing for SMBs, overlapping with one of TCG's core service lines and competing for the same contingency-fee-driven employer client base.
• Work Opportunity Tax Credit Specialists (WOTC Specialists): A focused WOTC processing firm serving employers nationwide with screening and certification services. Directly comparable to TCG on the core WOTC product and contingency-fee positioning.
• Tax Credits: Tax Credits (formerly WOTC.com / Tax Credits LLC) is a long-standing WOTC and employer tax credit processing specialist with a similar contingency-fee model. Closely comparable to TCG in product focus, target customer (SMB employers), and national delivery.

Broad incumbents

• Ryan: Ryan is a large global tax services and tax credit specialty firm that serves corporate and mid-market clients across federal and state incentive programs including WOTC and R&D. Overlaps with TCG on tax credit advisory but serves a larger enterprise clientele with a broader services portfolio.
• Paychex: Paychex provides payroll and HR solutions with tax credit screening capabilities for SMBs. Comparable to TCG's target market and WOTC service offering, though delivered as part of a broader payroll platform.
• ADP Tax Credits: ADP offers WOTC screening and tax credit services embedded in its payroll and HR platforms. While not the core business, ADP represents a bundled, automation-driven alternative that competes with TCG for the same employer customers.
• Alliant Group: Alliant Group is a tax credit and incentives advisory firm specializing in R&D, WOTC, cost segregation, and other federal credits for mid-market and enterprise clients. Overlaps significantly with TCG's credit portfolio but at a larger scale and broader scope.
• BDO USA Tax Credits & Incentives: BDO's Tax Credits & Incentives practice covers WOTC, R&D, and state credits as part of a full-service accounting/advisory portfolio. Comparable on service offerings but competes primarily at the mid-market/enterprise tier rather than TCG's SMB focus.

Emerging players

• SMB Compass: SMB Compass provides ERC and tax credit advisory to small and mid-sized businesses, overlapping with TCG's contingency-fee SMB motion in the post-COVID credit landscape.
• Keeper: Keeper is a technology-enabled tax credit identification platform that automates WOTC and R&D screening for employers. Represents the software-driven emerging model competing against TCG's service-heavy approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/taxcreditgroup
• LinkedInlinkedin.com/company/tax-credit-group

Revenue estimate

Valuation estimate

Number of profiles

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 Tax Credit Group