EPSA USA

Name

EPSA USA

Legal name

EPSA Dev

Website

https://us.epsa.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Others

Revenue model

1. R&D Tax Credit Consulting Services: Professional services helping companies identify and claim federal and state R&D tax credits. Services include feasibility assessment, qualification analysis, calculation of credits, and filing support.
2. Section 179D Deduction Services: Consulting services for architecture and engineering firms to claim the Commercial Buildings Energy-Efficiency Tax Deduction. Services include project eligibility review, allocation letter coordination, third-party energy modeling, and IRS compliance.
3. Section 174 Amortization Guidance: Advisory services helping companies navigate Section 174 capitalization and amortization requirements for research and experimental expenditures.
4. Global Incentive Program Services: Comprehensive services for global companies to capitalize on innovation funding through tax incentives, grants, subsidies, Capex investment optimization, energy transition initiatives, and HR tax optimization across multiple jurisdictions.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

EPSA USA is a professional services firm that helps U.S. companies and CPA firms identify, qualify, and claim federal and state Research and Development (R&D) tax credits, Section 179D energy-efficient commercial building deductions, and Section 174 amortization guidance. The firm combines technical and legal expertise following IRS guidelines to document qualified research expenses, and also delivers global innovation-funding and incentive advisory across 40+ countries through its parent network.

Product overview

EPSA USA is a tax credits and incentives consulting firm that offers a portfolio of advisory services rather than a unified software product. The core offerings include Federal R&D Tax Credit consultation, State R&D Credits across all U.S. states, Section 179D Deduction for energy-efficient buildings, Section 174 Amortization guidance, CPA partnership services with CPE training, and Global Incentive Programs for multinational companies. These services are delivered through expert consultation, documentation support, and collaborative work with CPAs—not through a software platform or API product.

Differentiator

Problem solved

Functional benefit

Products and services

• Federal R&D Tax Credit
• State R&D Credits
• 179D Deduction
• 174 Amortization
• CPA Services
• Global Incentive Programs

Quantifiable outcome

• $400 million in R&D Tax Credit claims processed in 2022
• +3 more outcomes

Named customers3 records

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core.

• WICPA (Wisconsin Institute of Certified Public Accountants)coreChannel Partner/ Reseller/ DistributorEPSA USA partners with WICPA to provide R&D tax credit and Section 179D expertise to Wisconsin CPAs and their clients. Collaboration includes member discounts and joint educational events.
• PICPA (Pennsylvania Institute of Certified Public Accountants)coreChannel Partner/ Reseller/ DistributorEPSA USA collaborates with PICPA on educational content and provides expertise to Pennsylvania CPAs on R&D credits and 179D deductions for their clients.
• MASSCPA (Massachusetts Society of Certified Public Accountants)coreChannel Partner/ Reseller/ DistributorEPSA USA partners with MASSCPA for Continuing Professional Education (CPE) sessions on R&D credits, tax reform, and Section 174 changes affecting Massachusetts CPAs.
• NYSSCPA (New York State Society of Certified Public Accountants)coreChannel Partner/ Reseller/ DistributorPartnership with NYSSCPA for member education and discounted services on R&D tax credits and incentives for New York businesses.
• CAPA (California Society of Certified Public Accountants)coreChannel Partner/ Reseller/ DistributorPartnership with CAPA to provide California CPAs with R&D tax credit expertise and educational resources.
• TXCPA (Texas Society of Certified Public Accountants)coreChannel Partner/ Reseller/ DistributorTXCPA partnership offering member discounts and educational content on R&D credits and Section 179D for Texas CPAs.
• OCPA (Oklahoma Society of Certified Public Accountants)coreChannel Partner/ Reseller/ DistributorPartnership with OCPA to serve Oklahoma CPAs and their clients with R&D tax credit optimization services.
• AIA PA (American Institute of Architects - Pennsylvania Chapter)coreChannel Partner/ Reseller/ DistributorAIA PA partnership provides architecture firms with access to R&D credits and 179D deduction expertise through EPSA USA. Joint events and educational content for members.

Scale indicators6 records

Recent moves8 records

Expansion highlights4 records

Emerging players

• Incentify: R&D tax credit automation platform targeting CPA firms and mid-market companies. Comparable to EPSA USA on customer base (CPAs + innovation-led businesses) and product (R&D credit optimization) but delivered via SaaS rather than bespoke consulting.
• Boast.AI: Tech-enabled R&D tax credit automation platform that compresses the technical study work traditionally done by advisory firms like EPSA USA. Represents a structural threat via automation of EPSA USA's core labor input.

Direct peers

• SourceGroup (Source Tax Credit & Cost Recovery): Specialist R&D tax credit and cost recovery consultancy that partners with CPA firms to deliver R&D credits and Section 179D. Closely comparable to EPSA USA in service mix and CPA-channel-led GTM.
• Alliant Group: One of the largest US R&D tax credit and incentives consultancies, with deep CPA firm channel distribution and similar vertical exposure (A&E, manufacturing, software). Most directly comparable to EPSA USA by specialty, scale, and channel model.

Broad incumbents

• KPMG US: Big-4 firm with a substantial R&D tax credit and incentives practice serving enterprise and multinational clients. Overlaps with EPSA USA on multinational tax incentive work but offers the capability as part of a much broader advisory portfolio.
• Eide Bailly: Top-25 US accounting firm with a Credits & Incentives practice providing R&D credit and 179D services. Comparable to EPSA USA on product set and on mid-market / architecture & engineering vertical mix.
• BDO USA: Top-tier accounting firm with a dedicated R&D tax credit practice and CPA-firm partnership channels. Comparable to EPSA USA on service line and customer segments, but BDO serves these through a generalist advisory model.
• Ryan, LLC: Large global tax services and credits-and-incentives firm serving enterprise clients with multi-jurisdictional tax advisory. Comparable to EPSA USA on multinational tax incentive work and on enterprise-customer focus.
• Cherry Bekaert: Mid-tier accounting firm with a dedicated Credits & Incentives practice covering federal/state R&D credits and Section 179D. Directly comparable to EPSA USA's product set, with similar A&E and manufacturing vertical exposure.
• Withum: Mid-tier accounting and advisory firm with a Credits & Incentives Advisory practice. Comparable to EPSA USA on R&D tax credit service line and mid-market client focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/epsa-usa

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 EPSA USA