What Incentax does

Incentax LLC is a Pasadena, California-based professional services firm founded in 2011 that helps U.S. businesses identify and claim federal and state tax credits and deductions across nine programs: Research & Development Tax Credits, Cost Segregation, 179D Tax Deduction, 45L Green Building Incentives, New Employment Credit (a California DGA-specific program), Employment Training Panel Grants, Work Opportunity Tax Credits, and Federal Empowerment Zone Tax Credit, plus a ninth program inferred from the firm's repeated nine-program positioning. The firm was previously known as Square1Tax.com, with the rebranding reflected in privacy policy effective dates around mid-2016. Its core technology is a set of proprietary data gathering tools paired with a cloud-hosted processing infrastructure running on enterprise partners that are ISO, SOC, and HIPAA compliant, with encrypted file transfer between client systems and the cloud repository. The firm's go-to-market is consultative and sales-led: it engages businesses directly and also works alongside their external accountants, CPAs, and financial advisors, listing 20+ served industries including aerospace, biotechnology, construction, healthcare, manufacturing, real estate, software, and technology. Revenue is generated through professional services fees on tax credit studies and claims, with no public pricing disclosure and engagement-by-engagement custom quotes initiated through website contact forms, phone, or email with a 24-hour response commitment. The company is privately held, structured as an LLC, has 1–10 employees, has no disclosed funding rounds, no named management team, and no parent or subsidiary relationships in the available data.

Name

Incentax

Legal name

Incentax LLC

Website

https://incentaxllc.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Incentax is a Pasadena, California-based tax credit consulting firm that helps U.S. businesses across 20+ industries identify and claim nine federal and state tax credit and deduction programs, working directly with clients and through their CPAs and financial advisors on a professional services engagement basis.

Ownership category

akta.pro rank

Product category

Tax Credit Consulting Services

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)

Keywords

• Tax credit consulting
• R&D tax credits
• Cost segregation studies
• Federal tax deductions
• Employment tax credits

Headquarters

HQ city

Pasadena

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Credit Consulting Services: Professional services revenue model where Incentax evaluates businesses for eligibility across nine tax credit programs and guides them through the claiming process to maximize returns. The firm works with clients and their financial professionals to minimize time investment while delivering tax advantages.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Incentax is a tax credit consulting firm that evaluates businesses for eligibility across nine distinct federal and state tax credit programs and guides them through the claiming process. Its services span R&D Tax Credits, Cost Segregation, 179D Tax Deduction, 45L Green Building Incentives, New Employment Credit, Employment Training Panel Grants, Work Opportunity Tax Credits, and the Federal Empowerment Zone Tax Credit. The firm combines proprietary data gathering tools with extensive due diligence to deliver maximum credits to clients with minimal time investment from the client or their accountants.

Product overview

Incentax is a tax credit consulting firm offering a unified platform of nine distinct tax credit and deduction services. The core offering includes Research & Development Tax Credits, Cost Segregation, 179D Tax Deduction, 45L Green Building Incentives, New Employment Credit, Employment Training Panel Grants, Work Opportunity Tax Credits, and Federal Empowerment Zone Tax Credit. These services are delivered through a client-centric process combining data gathering tools with due diligence to identify and maximize state and federal tax credits for businesses across various industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Research & Development Tax Credits Federal and state R&D tax credit service that delivers a dollar-for-dollar reduction of corporate or individual tax liability for companies engaged in qualifying research activities such as developing new products, redesigning existing products, developing formulas or techniques, designing new functional packaging, automating manual processes, developing or improving production processes, creating or testing prototypes, testing new concepts or technology, designing tools or molds, developing or enhancing software, or employing engineers, scientists, or other technical personnel. The federal credit equals 20% of qualified research expenditure exceeding a base amount; state credits vary.
• Cost Segregation Tax consulting service that accelerates depreciation for investment property by reclassifying tangible personal property and land improvements from 27.5 or 39-year real property into 5, 7, or 15-year property. Delivers increased cash flow, reduced tax liability, and a loss deduction opportunity when building components are replaced before fully depreciating. For commercial real estate investors, property owners, and real estate developers.
• 179D Tax Deduction Federal tax deduction service for commercial building owners and designers of energy-efficient buildings that reduce energy costs by at least 50% compared to ASHRAE Standard 90.1-2001, with deductions up to $1.80 per square foot. Covers interior lighting, HVAC, and building envelope improvements by qualifying building owners, designers, and, in certain cases, government and tax-exempt building tenants.
• 45L Green Building Incentives New Energy Efficient Home Credit service that provides a $1,000 or $2,000 tax credit to eligible contractors for each qualifying new energy efficient home up to three stories above grade, based on the energy savings achieved by the home compared to applicable IECC standards.
• New Employment Credit California tax credit service for employers that hire qualified full-time employees in Designated Geographic Areas (DGAs), based on 35% of qualified wages with up to $14,000 per employee claimable for the first 60 months of employment. The employer's location within the DGA serves as the primary place of employment.
• Employment Training Panel Grants California funding program service that assists employers in offsetting employee training costs through Employment Training Panel grants, with employers able to request up to $750,000 for qualified training curriculum across program cycles.
• Work Opportunity Tax Credits Federal tax credit service for employers hiring individuals from target groups facing employment barriers (such as veterans and certain public assistance recipients), with up to $9,600 per employee claimable within the first year of employment. Incentax supports pre-screening, certification, and substantiation required to claim the credit.
• Federal Empowerment Zone Tax Credit Federal tax credit service for businesses located within designated Empowerment Zones that hire employees living in the same zone, worth up to $3,000 per qualified employee (20% of qualified wages up to $15,000). Covers zone designation, employee residency, and wage qualification.

Quantifiable outcome

• 20% credit on qualified research expenditure exceeding base amount for R&D tax credits
• +6 more outcomes

Segments4 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Crowe LLP: Crowe is a national accounting firm with a tax incentives practice covering R&D credits, cost segregation, and energy-efficiency incentives, offering an integrated alternative to specialty boutiques like Incentax.
• Deloitte Tax LLP: Deloitte operates a large global tax incentives practice spanning R&D credits, green building incentives, and workforce credits — the most resource-intensive competitor Incentax faces when bidding on enterprise and multinational mandates.
• RSM US: RSM US is a large mid-market accounting firm whose tax practice includes significant R&D tax credit, cost segregation, and energy-efficiency services, going head-to-head with Incentax on larger engagements and channel referrals.
• BDO USA: BDO USA provides tax credit and incentive services including R&D, cost segregation, and employment-related credits as part of its broader tax practice, competing for the same enterprise and upper mid-market clients Incentax targets.
• Marcum LLP: Marcum is a national accounting and advisory firm offering R&D tax credits, cost segregation, and state and local tax incentives — directly competing with Incentax for mid-market tax credit work while bundling these into broader assurance and advisory relationships.
• Cherry Bekaert: Cherry Bekaert is a top-30 US accounting and advisory firm with a dedicated Tax Credits & Incentives practice covering R&D, cost segregation, 179D, WOTC, and state credits, competing for the same mid-market clients as Incentax but with a far broader service portfolio.

Direct peers

• Alliant Group: Alliant Group is a specialty tax credit consultancy focused on R&D tax credits, cost segregation, and other federal and state incentives, serving a similar SMB-to-mid-market client base with a comparable credit-discovery and study model.
• Source Advisors: Source Advisors specializes in R&D tax credits and other federal incentives for mid-market businesses, using a study-based delivery model and serving overlapping verticals such as manufacturing, software, and engineering — directly comparable to Incentax's core motion.
• KBKG: KBKG is a national tax credit and cost segregation specialty firm whose core services — R&D credits, cost segregation studies, 179D, 45L, and energy-efficiency incentives — overlap almost exactly with Incentax's nine programs, making it the most directly comparable peer.
• Ankura (Anderson Tax): Ankura's tax practice, built around Anderson Tax, includes R&D tax credit, cost segregation, and employment incentive services for mid-market and enterprise clients, positioning it as a directly comparable specialty competitor with broader advisory capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/incentaxllc
• LinkedInlinkedin.com/company/incentax-llc

Compliance3 records

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 Incentax