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More Ways to Work With Us
Check your Section G exposure, resell R&D credits under your own brand, or
earn on every client you send our way.
TY 2026 · IRS Form 6765

Does the new Section G reporting apply to you?

Every project named, every expense attached, wages split three ways — at filing, not under audit. Many companies are exempt. Four questions tell you which.

$1.5MQRE threshold
$50MGross receipts
TY 2026First filing year
  • Every component, named with the uncertainty you set out to resolve.
  • Wages split three ways — research, supervision, support.
Check your exposure
White-Label Program

Offer R&D tax credits under your own brand.

Your clients see your name. Our credentialed specialists prepare and sign every study — audit-ready, delivered as yours.

  • Fully branded studies and deliverables
  • Specialists prepare and sign every claim
  • Audit-ready workpapers and Form 6765 support
  • You own the client relationship end to end
2–4 weeksTypical turnaround
100% white-labelYour logo, your colors
Contact us to partner
Affiliate Program

Refer clients. Earn on every study we close.

Share TaxVantage with companies doing R&D. When they file a study, you get paid — no tax expertise, no delivery work.

$
Competitive commission Earn on every closed study you refer.
↗
Your own referral link Track clicks and conversions in a dashboard.
✓
We do all the work Specialists handle the study; you introduce.
Become an affiliate
We Solve the Problems That Hold You Back
R&D tax credits are valuable, but the process is often complex and time-consuming.
TaxVantage eliminates every friction point.

Uncertainty About Eligible R&D Work

Companies innovate but don't always know what qualifies. Without clear guidance, millions in potential credits go unclaimed.

TaxVantage Solution

Guided qualification process with intelligent prompts. Our platform asks the right questions and identifies qualifying activities automatically, bringing clarity and confidence to every claim.

Heavy Documentation Burden

Tracking experiments, costs, and employee hours is overwhelming. Manual documentation takes hundreds of hours and often misses critical details.

TaxVantage Solution

Streamlined documentation support with guided data collection. Connect your systems once and our team will help prepare clear, audit-ready documentation efficiently, saving you 90% of the time.

Not Knowing the Potential Credit Amount

Businesses underestimate value without proper analysis. Most companies have no idea how much they could be saving until it's too late.

TaxVantage Solution

Instant credit estimator with detailed projections. Get a clear estimate before filing. Know your potential savings with confidence upfront.

Unpredictable Cost & Timeline

Traditional consultants charge unpredictable fees with unclear timelines. Hidden costs and delays create budget uncertainty and missed filing deadlines.

TaxVantage Solution

Transparent flat-rate pricing with guaranteed 2-4 week turnaround. No hidden fees, no surprises. Know exactly what you'll pay and when you'll file from day one.
What Makes Our Process Truly Reliable
Trusted by thousands of innovative companies to unlock their R&D tax credits

Upfront Pricing

Fixed, transparent fees—no hidden costs. Know your cost before we start.

Maximize Returns

Our specialists identify every eligible expense to maximize your returns.

Fast Turnaround

Most claims completed in 2–4 weeks. Keeps your refund timeline on track.

Expert Team

CPAs and tax specialists with 15+ years of R&D credit experience.

IRS Compliant

100% audit-ready documentation that meets all IRS requirements.

Easy Process

Simple 3-step process with minimal time required from your team.
Simple Process, Powerful Results

Get started in minutes and see results in weeks

Step 1

Quick Assessment

Fill out our simple questionnaire about your business activities. Takes just 5 minutes.
Step 2

Expert Analysis

Our team reviews your R&D activities and calculates your potential credit amount.
Step 3

Get Your Refund

We prepare and file your claim. You receive your refund, typically within 90 days.
Who Qualifies for R&D Tax Credits?
If your company innovates, develops, or improves products, processes, or software, you likely qualify

Software Development

Custom software, new features, or improving existing systems qualify for substantial credits.

Product Innovation

Developing new products, improving formulations, or creating prototypes are eligible activities.

Process Improvement

Manufacturing efficiency, automation projects, and process optimization all qualify.
The Hidden Cost of Ignoring R&D Credits
Every year without claiming is money lost forever. Here's what companies struggle with.
Leaving Money on the Table
Most companies miss out on $100K - $500K+ in annual tax credits simply because they don't know they qualify
Complex
Documentation
The R&D tax credit process is notoriously complicated, with extensive documentation requirements that overwhelm busy teams.
Lengthy
Process
Internal teams spend hundreds of hours gathering data, only to submit incomplete claims that get rejected.
Why Companies Choose TaxVantage
We handle everything so you can focus on innovation while we recover your cash

Maximize Your Claim

Our experts identify every eligible expense to ensure you receive the maximum credit possible.

Fast Processing

Get your assessment in 48 hours and complete claims in 2-4 weeks, not months.

Audit Protection

Full documentation and IRS audit support included with every claim at no extra cost.

Multi-Year Claims

Claim credits for up to 3 prior years you may have missed, unlocking substantial cash flow.
Trusted by Innovative Companies
Join hundreds of companies that have unlocked millions in R&D tax credits
We recovered $340,000 in R&D credits we didn't know existed. The process was seamless and their team handled everything.
Sarah Chen
CEO, TechFlow Solutions
After years of leaving money on the table, we finally claimed $520,000. Wish we had started sooner!
Michael Rodriguez
CFO, BioMed Innovations
The team identified credits for projects we thought wouldn't qualify. Received $285,000 and filed for 3 previous years too.
Emily Thompson
Founder, DataSync Inc
Simple Pricing. Serious Value.
One simple, transparent pricing model — no hidden extras or complicated tiers.
Simple & aligned

R&D Credit Engagement

$2,500 Administrative Fee
+ 18% of the R&D credit you receive

Features

  • Expert-led R&D credit study
  • Federal and eligible state credits
  • Technical narratives & audit-ready workpapers
  • Completed tax forms for your CPA
  • Support for questions and audits related to your claim
Frequently Asked Questions
Get answers to common questions about R&D tax credits
How much can I expect to receive?
Most businesses can recover 10%–20% of their eligible R&D expenses as a federal credit, and some may qualify for additional state credits. The exact amount depends on your payroll costs, qualified activities, and historical filings. After reviewing your inputs, we estimate your potential credit so you know what benefit to expect before moving forward.
Ready to Claim Your R&D Tax Credits?
Join thousands of companies who've already unlocked millions in tax savings.
Get my estimate
Speak to an Expert Now
taxvantage.AI

Document-first R&D tax credit claims, with audit-ready workpapers reviewed by tax professionals.

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