B10 Capital
B10 Capital is a US-based tax strategy firm that identifies, documents, and claims R&D tax credits, renewable energy tax credits (45Y/48E), and duty drawback refunds for high-net-worth individuals and innovative small-to-mid businesses across manufacturing, technology, marine, and construction verticals.
- Company typePrivate
- Founded2017
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What B10 Capital does
B10 Capital is a privately held, US-based tax strategy and advisory firm founded in 2017 and headquartered in Pleasant Grove, Utah. The company provides IRS-compliant services across three core lines: Research and Development (R&D) tax credits, Renewable Energy Tax Credits (RETCs) covering IRC Sections 45Y and 48E, and Duty Drawback refund recovery. Within R&D, B10 has developed vertical specializations for marine/boat manufacturing, audio-visual and entertainment technology, and construction and engineering firms, applying the IRS four-part test to identify qualifying research activities.
The firm serves high-net-worth individuals, C-corporations with federal tax liability, and innovative small-to-mid businesses and startups across manufacturing, technology, and engineering. It operates a sales-led, high-touch consultative go-to-market model, with website-driven consultation requests and an advisor/CPA referral channel — formalized by a strategic partnership with Securus Advisors in May 2024. All services are delivered as fully managed, quote-based engagements rather than standardized products; no pricing tiers or technology platform are publicly disclosed.
B10 Capital is bootstrapped (no disclosed funding rounds, no parent company, no institutional investors), with 11-50 employees and reported scale metrics of 100+ clients served and $500M+ in cumulative client tax savings. The affiliated B10 Energy brand operates the RETC practice and has appeared on the Inc. 5000 list in both 2024 (#1,811) and 2025 (#4,268). Revenue is not disclosed, and the company's technology posture is that of a professional services firm rather than a software or AI-enabled platform.
B10 Capital firmographics
Firmographics- Name
- B10 Capital
- Legal name
- B10 Capital
- Website
- https://b10cap.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- B10 Capital is a US-based tax strategy firm that identifies, documents, and claims R&D tax credits, renewable energy tax credits (45Y/48E), and duty drawback refunds for high-net-worth individuals and innovative small-to-mid businesses across manufacturing, technology, marine, and construction verticals.
- Ownership category
- akta.pro rank
Where B10 Capital is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
B10 Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- R&D Tax Credit Services: B10 Capital provides Research and Development tax credit identification, documentation, and claim preparation services to help businesses convert technical performance into defensible tax value. Services include technical interviews, project identification, audit-ready documentation, and IRS compliance support.
- Renewable Energy Tax Credit (RETC) Solutions: B10 Capital delivers fully managed, IRS-compliant Renewable Energy Tax Credit solutions, sourcing and vetting transferable credits to help clients reduce federal tax liability. The company sources credits from qualified renewable energy projects and facilitates transfers to clients.
- Duty Drawback Services: B10 Capital offers expert services to help businesses manage import duties and claim duty drawback refunds, simplifying the process and securing the largest allowable claims.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
B10 Capital product offering
Product offeringCore offering
B10 Capital is a private U.S. tax strategy firm that delivers IRS-compliant federal tax credit solutions for innovative businesses and qualified high-net-worth individuals. Its core services include Research and Development (R&D) Tax Credit Services, Renewable Energy Tax Credits (RETCs) under the 45Y and 48E programs, and Duty Drawback Services, with industry specializations in marine/boat manufacturing, construction/engineering, and A/V entertainment technology.
Product overview
B10 Capital is a tax strategy services company that provides a portfolio of IRS-compliant solutions centered around three core service areas: Research and Development (R&D) Tax Credits, Renewable Energy Tax Credits (RETCs), and Duty Drawback services. The R&D Tax Credit services include general R&D credit assistance plus specialized sub-services for A/V and entertainment tech companies and marine/boat manufacturing companies. The Renewable Energy Tax Credit offerings include RETCs with sub-products for 45Y CE Production Credit and 48E CE Investment Credit. The Duty Drawback service helps businesses recover unclaimed import duties. All services are designed for qualified high-net-worth individuals and sophisticated businesses seeking precision, discretion, and performance in tax strategy.
Differentiator
Problem solved
Functional benefit
Products and services
- Research and Development (R&D) Tax Credit Services End-to-end R&D tax credit identification, documentation, and claim support for U.S. businesses performing qualified research activities, structured around the IRS Four-Part Test and substantiation of wages, supplies, and contractor costs.
- A/V R&D Tax Credit Specialized R&D tax credit services for audio/visual and entertainment technology companies that perform qualified research in signal processing, hardware, and software development.
- Boat Manufacturing R&D Tax Credit Specialized R&D tax credit services for boat and marine manufacturers that incur qualified research expenses in hull design, materials, propulsion, and production processes.
- Renewable Energy Tax Credits (RETCs) Sourcing, vetting, and transferring verified clean energy tax credits to U.S. C-Corporations and qualified high-net-worth individuals with federal tax liability, encompassing 45Y CE Production Credits and 48E CE Investment Credits.
- 45Y CE Production Credit Facilitation of 45Y Clean Electricity Production Credit allocation to qualified C-Corporations and HNW individuals as part of B10 Capital's renewable energy tax credit services.
- 48E CE Investment Credit Facilitation of 48E Clean Electricity Investment Credit allocation to qualified C-Corporations and HNW individuals as part of B10 Capital's renewable energy tax credit services.
- Duty Drawback Services Recovery of overpaid U.S. import duties for companies that re-export imported goods or use imported components in U.S.-manufactured exports, including specialized support for the boat and marine manufacturing industry.
Quantifiable outcome
- Over $500M+ in tax dollars saved for clients
- +4 more outcomes
Companies that use B10 Capital
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles3 records
B10 Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
B10 Capital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Securus AdvisorscoreStrategic partnership between Securus Advisors and B10 Energy (related entity to B10 Capital) to deliver holistic tax solutions to clients. The collaboration combined expertise to provide innovative tax strategy consulting beyond traditional approaches, including preservation of historic documents and unique methodologies. The partnership resulted in significant tax savings and enhanced financial growth for Securus Advisors' clients.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
B10 Capital competitors and assessment
Company assessmentDirect peers
- KBKG: National specialty tax firm focused on R&D tax credits, cost segregation, and renewable energy tax credits — directly competitive across B10's core service lines with a similar boutique-but-nationally-scaled model.
- Source Advisors: Specialist R&D tax credit advisory firm serving middle-market and innovative businesses, with comparable focus on technical documentation and IRS defensibility — closely mirrors B10's positioning.
- Alliant Group (now Tax Advisors Group): One of the largest independent R&D tax credit advisory firms in the U.S., directly comparable to B10 Capital in core service offering (R&D credit identification, documentation, and claim preparation) and target SMB/mid-market customer base.
Emerging players
- Tax Credit Co. Emerging R&D tax credit advisory firm with a tech-enabled, SMB-focused model — represents the type of digitally-native competitor that could pressure boutique advisory firms like B10 over time.
- Swanson Reed: Specialist R&D tax incentive advisory with U.S. operations targeting innovative companies; comparable service model and customer profile though headquartered in Australia.
- Ayming: Global consulting firm specializing in innovation financing including R&D tax credits across multiple jurisdictions; comparable in service line and target customer, though broader geographic footprint.
Broad incumbents
- BDO USA (R&D Tax Credit Services): Top-10 accounting firm with a dedicated R&D tax credit practice — competes with B10 for innovative SMB and mid-market clients while offering broader tax and audit cross-sell.
- Cherry Bekaert (R&D Tax Credit Services): Top-25 U.S. accounting firm with a dedicated R&D tax credit practice serving growth-oriented businesses across multiple industries — directly competitive in B10's core verticals.
- RSM US (R&D Tax Credit Services): Major accounting firm with an established R&D tax credit advisory practice targeting middle-market innovative companies — comparable customer base and service line.
- Crowe LLP (R&D Tax Credit Services): National accounting firm with an established R&D tax credit practice serving mid-market innovators — broad incumbent competing for the same innovative-business customer base.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
B10 Capital social profiles
Digital presenceB10 Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
B10 Capital leadership team
Management profileNumber of profiles
Profiles2 records
B10 Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
B10 Capital 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 B10 Capital
What does B10 Capital do?
B10 Capital is a private U.S. tax strategy firm that delivers IRS-compliant federal tax credit solutions for innovative businesses and qualified high-net-worth individuals. Its core services include Research and Development (R&D) Tax Credit Services, Renewable Energy Tax Credits (RETCs) under the 45Y and 48E programs, and Duty Drawback Services, with industry specializations in marine/boat manufacturing, construction/engineering, and A/V entertainment technology.
Is B10 Capital a public or private company?
B10 Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was B10 Capital founded?
B10 Capital was founded in 2017. It employs 11 to 50 people.
Where is B10 Capital based?
B10 Capital is headquartered in Salt Lake City, United States, in the North America region.
How does B10 Capital make money?
Three revenue lines are on record. R&D Tax Credit Services are the primary driver. The others are renewable Energy Tax Credit (RETC) Solutions and duty Drawback Services.
Who are B10 Capital's main competitors?
Direct peers on record are KBKG, Source Advisors and Alliant Group (now Tax Advisors Group). Emerging players are Tax Credit Co., Swanson Reed and Ayming. Broad incumbents are BDO USA (R&D Tax Credit Services), Cherry Bekaert (R&D Tax Credit Services), RSM US (R&D Tax Credit Services) and Crowe LLP (R&D Tax Credit Services).
Does B10 Capital have an API?
No public API is recorded for B10 Capital.