EEPB InnovaTax

Name

EEPB InnovaTax

Legal name

EEPB InnovaTax LLC

Website

https://eepbinnovatax.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Tax Consulting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

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

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

akta.pro secondary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

Keywords

• R&D tax credits
• Tax credit consulting
• Employee retention credits
• Cost segregation studies
• Data analytics services

Headquarters

HQ city

North Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. R&D Tax Credit Consulting: Professional consulting services to help companies identify, calculate, and claim R&D Tax Credits through a three-phase engagement process: Preliminary Analysis, Credit Development, and Review. Revenue is generated through flat-fee billing structure where clients are only billed upon proceeding to Phase 2.
2. Employee Retention Credit: Consulting services to help businesses claim the Employment Retention Tax Credit (ERTC) - a refundable tax credit for keeping employees on payroll during COVID-19 pandemic.
3. Section 174 Deduction: Section 174 Deduction studies that allow companies to deduct research and experimentation expenses either immediately or over five years.
4. Data Analytics Services: Customized data analytics solutions including data visualization, automation, and geo-spatial mapping for organizational decision-making.
5. Cost Segregation Studies: Studies for real estate purchasers to achieve enhanced depreciation deductions by segregating assets into personal property, land improvements, buildings, and land categories.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

EEPB InnovaTax is a specialized tax consulting firm that helps U.S. businesses identify, calculate, and claim R&D Tax Credits through a flat-fee, three-phase engagement (Preliminary Analysis, Credit Development, Review) with complimentary audit defense. The firm supplements its core R&D Tax Credit practice with related tax credit and deduction services including Employee Retention Credit, Section 174 Deduction, Cost Segregation studies, and Data Analytics, all delivered by a team of CPAs, attorneys, R&D specialists, and data experts using customized proprietary software tools.

Product overview

EEPB InnovaTax (branded as InnovaTax) is a specialized tax consulting firm offering a suite of services centered on R&D Tax Credit capture. The core offering is the R&D Tax Credit Service, supplemented by four additional service modules: Employee Retention Credit, Section 174 Deduction, Data Analytics, and Cost Segregation studies. The company operates on a three-phase flat-fee engagement model (Preliminary Analysis, Credit Development, Review) with complimentary audit defense. Services are delivered by a team of CPAs, attorneys, and data experts using data-driven analysis and customized software tools.

Differentiator

Problem solved

Functional benefit

Products and services

• R&D Tax Credit Service Core consulting service that helps companies determine whether their activities qualify for the Research and Development Tax Credit and guides them through calculating and claiming the credit. Delivered through a flat-fee, three-phase engagement (Preliminary Analysis, Credit Development, Review) and includes audit defense at no additional cost.
• Employee Retention Credit Tax credit consulting service for claiming the Employment Retention Tax Credit (ERTC), a refundable and advanceable tax credit for businesses that kept employees on payroll during the COVID-19 pandemic.
• Section 174 Deduction Deduction studies for research and experimentation expenses, allowing companies to deduct expenses related to overcoming uncertainty regarding product or process improvement. The deduction can be taken immediately or over five years.
• Data Analytics Data processing and analytics service that transforms unstructured data into meaningful information for decision-making. Includes data visualization/dashboarding, data automation, and geo-spatial mapping capabilities.
• Cost Segregation Tax-savings study for real estate purchasers that achieves enhanced depreciation deductions by segregating assets into personal property, land improvements, buildings, and land categories. Recommended for structures with expenditures of at least $750,000.

Quantifiable outcome

• R&D Tax Credit can reduce federal taxes up to 9.1%, and up to 50% in some states
• +3 more outcomes

Named customers4 records

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature5 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Top-tier mid-market accounting firm with a dedicated R&D Tax Credit practice serving middle-market and enterprise clients across manufacturing, technology, life sciences, and energy, overlapping directly with InnovaTax's vertical targets.
• KPMG US Tax Practice: Big 4 firm with a substantial R&D tax credit and incentives practice. Director Gisele Mascio is a former KPMG practitioner, and KPMG's Accounting Methods and Credit Services group competes directly with InnovaTax for mid-market and enterprise R&D credit studies.
• RSM US: Large mid-market accounting firm with an established Credits & Incentives practice, including R&D tax credit studies. RSM targets the same mid-market manufacturing, technology, and life sciences segments that InnovaTax pursues.
• Deloitte Tax Credits & Incentives: Deloitte's National Credits and Incentives team (where Director Andrew Murrell previously worked) is one of the largest specialty tax credit practices in the US, offering R&D credits, ERTC, and incentives services to enterprise and mid-market clients.
• Alvarez & Marsal Taxand: Global professional services firm with a Taxand-affiliated specialty tax practice that includes credits and incentives. Director Andrew Murrell was a Managing Director here, and the firm competes for R&D and specialty tax credit engagements at the enterprise level.

Direct peers

• Alliant Group: Specialized tax credit consulting firm historically focused on R&D credits, cost segregation, and other incentives. AlliantGroup is a direct competitor for R&D credit studies across small and mid-market companies nationwide.
• KBKG: Specialty tax firm focused on R&D tax credits, cost segregation, and other credits and incentives. KBKG is a direct head-to-head competitor for R&D credit and cost segregation work with mid-market and enterprise clients.
• Engineered Tax Services: Specialty tax firm focused on cost segregation, R&D credits, and other engineered tax incentives for real estate and business clients. Direct peer in the cost segregation and R&D credit spaces, particularly for real estate and construction clients.
• Source Advisors: Boutique R&D tax credit and specialty tax incentives firm serving mid-market companies. Direct peer in the same R&D credit niche with a similar sales-led, free-preliminary-analysis go-to-market approach.

Emerging players

• Boast: AI-driven R&D tax credit automation platform that uses software to streamline qualifying-activity capture and form preparation. Emerging software-first competitor that threatens the manual, labor-intensive parts of the R&D credit study process InnovaTax monetizes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/eepb-innovatax

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 EEPB InnovaTax