Algorithm Tax Group
Algorithm Tax Group is a private US tax consulting firm that identifies federal and state tax credits and incentives (R&D, cost segregation, WOTC, DPAD, IC-DISC) for businesses, delivered exclusively through more than 500 CPA and EA partner practices across the USA and Canada.
- Company typePrivate
- Founded2008
- HeadquartersWarwick, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Algorithm Tax Group does
Algorithm Tax Group is a privately held US tax consulting firm, headquartered in Providence, Rhode Island, that specializes in identifying and monetizing federal and state tax credits and incentives on behalf of businesses. The firm operates exclusively through a channel-partner model, working with more than 500 CPA and Enrolled Agent practices across the USA and Canada rather than selling directly to end clients. It qualifies prospective opportunities at no charge before initiating paid engagements and does not compete with its CPA/EA partners.
The firm's service portfolio spans R&D Tax Credits, Cost Segregation Studies, DPAD (Domestic Production Activities Deduction), Work Opportunity Tax Credits (WOTC), IC-DISC transfer pricing, and Energy/Environmental incentives, applied across more than 15 industries including Agriculture, Aerospace, Construction, Manufacturing, Software, Pharmaceuticals, and Real Estate. Its branded methodology, described as an 'algorithmic-based PPT (People, Process, Technology)' framework, is delivered by a multidisciplinary team of CPAs, Engineers, Developers, Attorneys, and Project Managers.
Revenue is generated through professional-services engagements priced on a custom, quote-based model, with multi-year contracts noted as the billing cadence. The company reports 1,000+ completed engagements over 15+ years of operation (founded circa 2008), a 1–10 employee headcount band, no external funding rounds, no disclosed M&A activity, and no patents or certifications. The core asset is the CPA/EA partner network and the accumulated engagement experience, rather than a software product.
Algorithm Tax Group firmographics
Firmographics- Name
- Algorithm Tax Group
- Legal name
- Algorithm Tax Group
- Website
- https://algorithmtaxgroup.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Algorithm Tax Group is a private US tax consulting firm that identifies federal and state tax credits and incentives (R&D, cost segregation, WOTC, DPAD, IC-DISC) for businesses, delivered exclusively through more than 500 CPA and EA partner practices across the USA and Canada.
- Ownership category
- akta.pro rank
Algorithm Tax Group industry classification
Industry- Product category
- Tax Consulting Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
Keywords
Where Algorithm Tax Group is headquartered
LocationHeadquarters
- HQ city
- Warwick
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Algorithm Tax Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Tax Incentive Consulting Services: Professional consulting services for identifying and securing federal and state tax incentives including R&D Tax Credits, Cost Segregation Studies, IC-Disc, DPAD, and Work Opportunity Tax Credits. They qualify opportunities free of charge before beginning engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Algorithm Tax Group product offering
Product offeringCore offering
Algorithm Tax Group is a tax consulting firm that helps businesses monetize already-incurred expenses by identifying and securing federal and state tax credits and incentives. The firm partners exclusively with CPA and Enrolled Agent practices, providing specialized expertise in R&D Tax Credits, Cost Segregation Studies, IC-DISC, DPAD, Work Opportunity Tax Credits (WOTC), and energy/environmental tax benefits. Each engagement is custom-designed using an algorithmic-based People, Process, and Technology (PPT) methodology, delivered by a multidisciplinary team of CPAs, engineers, developers, attorneys, and project managers.
Product overview
Algorithm Tax Group offers a unified suite of tax credit and incentive consulting services, not a software platform. The core offerings include R&D Tax Credits, Cost Segregation Studies, DPAD, Work Opportunity Tax Credits (WOTC), and Transfer Pricing & IC-DISC services. These are delivered through a consulting model that partners with over 500 CPA & EA practices nationwide. The company applies an algorithmic-based PPT (People, Process, Technology) methodology, leveraging a multidisciplinary team of CPAs, Engineers, Developers, Attorneys, and Project Managers to identify and optimize tax reduction and cash saving opportunities for clients across 15+ industries.
Differentiator
Problem solved
Functional benefit
Products and services
- R&D Tax Credits Consulting service that identifies and helps claim Research and Development tax credits for eligible businesses across various industries including Agriculture, Architecture, Construction, Engineering, Food & Beverage, Manufacturing, Software, and Technology.
- Cost Segregation Studies Service that identifies and reclassifies personal property assets to shorten depreciation time for taxation purposes, thereby reducing current income tax obligations for property owners.
- Energy/Environmental Tax Benefits Tax benefit services for commercial buildings, multi-family dwellings, and solar installations, combining environmental impact with tax savings.
- DPAD (Domestic Production Activities Deduction) Tax deduction service utilizing Form 8903 to provide incentives for businesses that produce goods or perform work in the United States rather than overseas.
- Work Opportunity Tax Credit (WOTC) Federal tax credit service for employers who hire individuals from certain target groups that have faced significant barriers to employment.
- Transfer Pricing & IC-DISC Transfer pricing services for multi-entity firms, addressing the price at which divisions transact with each other for supplies or labor between departments, including Interest Charge Domestic International Sales Corporation structuring.
- Tax Credit Consulting Services Data-centric business intelligence consulting that partners with CPA/EA practices to identify federal and state tax incentives, qualifying opportunities free of charge before beginning engagements.
Quantifiable outcome
- 15+ years of experience and 1,000+ engagements completed
Companies that use Algorithm Tax Group
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles2 records
Algorithm Tax Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Algorithm Tax Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- CPA PracticescoreAlgorithm partners with CPA practices nationwide to identify federal and state tax incentives for their clients. Algorithm complements rather than competes with these practices. They work directly with CPA practices to identify prospective clients and tax service opportunities, qualifying opportunities free of charge before beginning engagements.
- Enrolled Agent (EA) PracticescoreAlgorithm partners with Enrolled Agent practices nationwide to provide enhanced tax credit identification services. EA practices benefit from Algorithm's specialized expertise in R&D tax credits, cost segregation, and other incentive programs while maintaining their client relationships.
Scale indicators5 records
Recent moves5 records
Expansion highlights4 records
Algorithm Tax Group competitors and assessment
Company assessmentBroad incumbents
- Ryan LLC: Ryan LLC is a large global tax services and software firm with a strong R&D credit and incentives practice. It is a broader incumbent competitor overlapping with Algorithm's core service lines for enterprise and mid-market clients.
- RSM US: RSM US is a large accounting firm with a tax credits and incentives practice serving middle-market clients. Comparable to Algorithm as a broad incumbent offering R&D credits, cost segregation, and state incentives through a CPA-channel ecosystem.
- Crowe LLP: Crowe LLP is a national accounting firm with a tax credit and incentives practice including R&D credits and cost segregation. Comparable to Algorithm as a broad incumbent offering these services through its CPA ecosystem.
- BDO USA: BDO USA is a top-tier accounting firm with a national R&D Tax Credit and Incentives practice serving middle-market businesses. It is a broader incumbent that delivers the same tax credit services Algorithm offers, but as part of a full-service firm.
- WithumSmith+Brown: Withum is a US accounting and advisory firm with a dedicated R&D Tax Credit and Cost Segregation practice serving middle-market clients. It is a broader incumbent that competes for the same CPA partner-sourced end clients.
- Cherry Bekaert: Cherry Bekaert is a large US accounting and advisory firm with a dedicated Tax Credits & Incentives Advisory practice. It is a broader incumbent offering R&D credits, cost segregation, and state incentives alongside full-service tax and audit.
- Alvarez & Marsal Taxand: Alvarez & Marsal Taxand is a global tax advisory firm that includes incentives and credits services (R&D, cost segregation) for corporate clients. Comparable as a broader incumbent offering similar tax credit advisory services to larger mid-market and enterprise clients.
Direct peers
- Alliant Group: Alliant Group is a tax credit and incentive consultancy that works with CPA firms and businesses to identify R&D, energy, and other federal credits. Its channel-driven, CPA-partnered model closely mirrors Algorithm's positioning.
- KBKG: KBKG is a national tax specialty firm focused on R&D tax credits, cost segregation studies, and other federal/state incentives, partnering with CPA firms. It is the closest direct competitor to Algorithm Tax Group in both service mix and CPA-channel GTM.
- Swanson Reed: Swanson Reed specializes exclusively in R&D tax credits and serves CPA and accounting firm partners across the US. It is a direct competitor on the largest service line in Algorithm's portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Algorithm Tax Group social profiles
Digital presenceAlgorithm Tax Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Algorithm Tax Group leadership team
Management profileNumber of profiles
Algorithm Tax Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Algorithm Tax Group 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 Algorithm Tax Group
What does Algorithm Tax Group do?
Algorithm Tax Group is a tax consulting firm that helps businesses monetize already-incurred expenses by identifying and securing federal and state tax credits and incentives. The firm partners exclusively with CPA and Enrolled Agent practices, providing specialized expertise in R&D Tax Credits, Cost Segregation Studies, IC-DISC, DPAD, Work Opportunity Tax Credits (WOTC), and energy/environmental tax benefits. Each engagement is custom-designed using an algorithmic-based People, Process, and Technology (PPT) methodology, delivered by a multidisciplinary team of CPAs, engineers, developers, attorneys, and project managers.
Is Algorithm Tax Group a public or private company?
Algorithm Tax Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Algorithm Tax Group founded?
Algorithm Tax Group was founded in 2008. It employs 1 to 10 people.
Where is Algorithm Tax Group based?
Algorithm Tax Group is headquartered in Warwick, United States, in the North America region.
How does Algorithm Tax Group make money?
One revenue line is on record: tax Incentive Consulting Services.
Who are Algorithm Tax Group's main competitors?
Broad incumbents on record are Ryan LLC, RSM US, Crowe LLP, BDO USA, WithumSmith+Brown, Cherry Bekaert and Alvarez & Marsal Taxand. Direct peers are Alliant Group, KBKG and Swanson Reed.
Does Algorithm Tax Group have an API?
No public API is recorded for Algorithm Tax Group.
What industry is Algorithm Tax Group in?
Algorithm Tax Group's product category is Tax Consulting Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance. Its NAICS code is 541211.