R&D Tax Savers

What R&D Tax Savers does

R&D Tax Savers is a US-based professional services firm that helps companies identify, quantify, document, and defend Research and Development Tax Credits under IRC Section 41, including both federal and state-level credits. The firm is headquartered in Syosset, New York, and serves clients across at least seven verticals—manufacturing (including 3D printing and robotics), life sciences and biotech, software development, architecture and engineering, food science and processing, CleanTech, and materials. Delivery is handled by a cross-functional team of attorneys, CPAs, engineers, and IRS enrolled agents, with a stated focus on audit defense and IRS compliance.

The firm operates a sales-led, direct-engagement model. Engagements begin with a complimentary assessment of the client's innovative activities, followed by a project-by-project study to substantiate qualifying research expenses (wages, supplies, and outside contractor costs). Beyond core consulting, R&D Tax Savers monetizes a content and education stack: a NASBA-registered CPE course for tax professionals, an engineering-firm-focused webinar, an extensive online R&D Encyclopedia (legislation, IRC statutes, treasury regulations, audit defense, case law), and a verticalized library of articles covering both industries and individual states. Pricing is not publicly disclosed; the firm does not appear to use third-party channel partners, relying on content marketing, conference speaking, organic social, and inbound inquiries.

The company is privately held, was founded in 1981 (per firmographic record), and operates with 11–50 employees. Its operating geography is domestic US, with marketing and thought-leadership activity spanning the Northeast, Southeast, Midwest, and Mountain West. No funding rounds, M&A, or external investors are disclosed; ownership appears founder/management-led, with President Charles R. Goulding (Attorney/CPA) as the named principal. The firm does not disclose its own revenue, only that it has "saved clients millions" in R&D credits.

Name

R&D Tax Savers

Legal name

R&D Tax Savers

Website

https://rdtaxsavers.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

R&D Tax Savers is a US-based professional services firm that helps manufacturing, biotech, software, A&E, and food science companies identify, quantify, and defend federal and state R&D tax credits under IRC Section 41.

Ownership category

akta.pro rank

Headquarters

HQ city

Syosset

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. R&D Tax Credit Consulting Services: Professional services revenue model where the company provides R&D tax credit assessment, quantification, documentation, and audit defense services to help companies capture federal and state R&D tax credits.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

R&D Tax Savers is a U.S. tax credit consulting firm that helps companies identify, quantify, document, and defend federal and state Research and Development Tax Credits under IRC Section 41 (and related PATH Act provisions). The firm offers complimentary assessments and a streamlined project-by-project methodology executed by attorneys, CPAs, engineers, and IRS enrolled agents. It supplements this core consulting with NASBA-registered CPE courses and webinars for accounting and engineering professionals.

Product overview

R&D Tax Savers offers professional tax consulting services focused on Research and Development Tax Credits under IRC Section 41. The core service is R&D tax credit consulting, which includes complimentary assessments, streamlined project-by-project analysis, and audit defense. Educational offerings include a NASBA-registered CPE course (1.0 credit in Taxes) and webinars for engineering firms. The company provides an R&D Encyclopedia covering legislation, IRC statutes, treasury regulations, case law, and audit defense resources. Additionally, they publish regional and industry-specific articles covering R&D tax credit opportunities across various U.S. states and technology sectors. The company is headquartered in Syosset, NY, with specialists including attorneys, CPAs, engineers, and IRS enrolled agents.

Differentiator

Problem solved

Functional benefit

Products and services

• R&D Tax Credit Consulting Services Professional consulting service that helps U.S. companies identify, quantify, document, and defend Research and Development Tax Credits under IRC Section 41 (federal and state) via complimentary assessments and a project-by-project methodology. Delivered by a team of attorneys, CPAs, engineers, and IRS enrolled agents.
• CPE/CE Course (NASBA-registered) Continuing Professional Education course registered with NASBA covering R&D Tax Credit basics, eligibility criteria, and recent updates; awards 1.0 CPE credit in the Taxes field of study. Targeted at CPAs and tax professionals seeking CPE credit.
• Engineering Firm R&D Tax Credit Webinar Online webinar covering how engineering firms can utilize R&D Tax Credits, qualifying project types, the four-part test criteria, eligible expenses, and case studies on engineering firms obtaining six-figure R&D Tax Credits. Targeted at engineering firms and their tax advisors.

Quantifiable outcome

• Dollar-for-dollar credit against tax liability, not a standard deduction
• +3 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• KBKG: KBKG is a national specialty firm focused exclusively on R&D tax credits, energy credits, and cost segregation studies. It directly competes with R&D Tax Savers in the same niche, serving similar SMB and mid-market R&D-intensive clients with comparable engineering-and-tax hybrid methodologies.
• Alliant Group: Alliant Group is one of the largest pure-play tax credit advisory firms in the U.S., with a heavy emphasis on R&D credits across manufacturing, biotech, software, and engineering industries. It competes head-to-head with R&D Tax Savers for mid-market R&D-intensive businesses and shares the same Section 41 / state credit focus.
• Source Tax Credit (Source Group): Source Tax Credit / Source Group is a specialty R&D tax credit advisory firm using engineering-led methodologies to quantify and defend Section 41 credits. It is a direct functional peer of R&D Tax Savers, targeting similar SMB and mid-market clients in technology and manufacturing.
• Engineered Tax Services (ETS): Engineered Tax Services is a specialty tax advisory firm that builds engineering-backed methodologies for R&D, cost segregation, and energy credits. It is a close functional peer of R&D Tax Savers, leveraging engineers and tax professionals to identify and defend credits for similar client profiles.

Regional players

• Eide Bailly: Eide Bailly is a top-25 U.S. accounting firm with a strong Midwest footprint and an active R&D tax credit practice serving mid-market manufacturers and food/ag businesses. It competes with R&D Tax Savers for regional mid-market clients and on state-level credits in the Mountain West and Midwest.

Broad incumbents

• KPMG US: KPMG's U.S. practice operates a dedicated Research & Innovation Incentives practice serving enterprise R&D-intensive clients. It overlaps with R&D Tax Savers in Section 41 work but at substantially larger scale and as part of a full-service audit/tax offering.
• Ernst & Young (EY) US: EY's Quantitative Economics and Statistics (QUEST) group operates one of the largest R&D tax credit practices in the U.S., serving enterprise and mid-market clients. It is a broad incumbent peer addressing the same Section 41 opportunity set as R&D Tax Savers.
• BDO USA: BDO USA is a top-tier accounting and tax advisory firm with an established R&D tax credit practice serving middle-market companies across manufacturing, life sciences, and technology. It is a broad incumbent peer that competes with R&D Tax Savers for clients that prefer a full-service audit/tax provider.
• Deloitte Tax (US): Deloitte operates a large R&D tax credit and incentives practice within its Tax practice serving enterprise clients across biotech, pharma, software, and manufacturing. As a Big 4 incumbent, it competes with R&D Tax Savers primarily at the enterprise end of the market.
• Ryan, LLC: Ryan is a large global tax services and technology firm with a dedicated R&D tax credit practice serving mid-market and enterprise clients. As a broader incumbent, it competes with R&D Tax Savers on R&D credits while offering a wide portfolio of tax, credits, and incentives services.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/RDTaxSavers
• Facebookfacebook.com/rdtaxsaver
• LinkedInlinkedin.com/company/r&d-tax-savers

Compliance1 record

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 R&D Tax Savers