R&D Tax Credit Software

R&D Tax Credit Software for Businesses and CPA Firms

Our smart software and dedicated tax pros work together for a seamless process and maximized claims.

Built from decades of R&D tax credit experience. Designed to simplify every engagement

Purpose-built for R&D tax credit engagements
Designed around proven documentation methodologies
Powered by Source Advisors
R&D Tax Credit

R&D Tax Credits Are Available to Companies of Every Size and Industry

If your team designs, builds, tests, or improves products or processes, you may qualify. GOAT.tax helps you find out, and helps you claim it.

7,900+
R&D studies
completed
$3.6B
in credits
claimed
Industries That Commonly Qualify
Who It’s For

Find the Experience That’s Right for You

Whether you’re claiming the R&D tax credit for your own business or helping clients maximize available tax incentives, GOAT.tax provides the tools to simplify the process.

For Businesses

Claim your credit without slowing your team down.

GOAT.tax helps businesses:

✓
Organize project information
✓
Capture qualified research expenses
✓
Build the documentation needed to support an R&D tax credit claim
✓
Manage it all through one guided, secure workflow
Explore the Platform →

For CPA Firms

Add R&D tax credits to your advisory services.

GOAT.tax helps firms:

✓
Standardize client workflows
✓
Manage documentation and improve collaboration
✓
Build scalable R&D tax credit practices
✓
Keep ownership of your client relationships
Partner with Us →
From Kickoff to Delivery

How GOAT.tax Works

Explore the Platform →
01
Kick Off

Identify the Opportunity

Spot a potential R&D tax credit and check initial eligibility.

02
Production

Onboard and Build the Study

Guided onboarding, information gathering, and technical interviews.

03
Review

Submit and Review

Experts confirm qualified activities and expenses.

04
Delivery

Receive the Final Deliverable

Get the completed study, documentation, and tax forms for filing.

Draft IRS Form 6765, Credit for Increasing Research Activities, prepared by GOAT.tax
Sample R&D tax credit study cover for tax year 2021 prepared for ABC Company
Powered by Source Advisors

Software Built from Practice, Not Theory

Meet the Team Behind GOAT.tax →

Every workflow inside GOAT.tax comes from thousands of completed R&D tax credit studies across manufacturing, software development, engineering, life sciences, and other industries.

GOAT.tax is powered by Source Advisors, a nationally recognized specialty tax consulting firm that has spent decades helping businesses and CPA firms identify and document R&D tax credit claims.

Client Reviews

What Our Clients Are Saying

$89,050
R&D Tax Credit

“The process was MUCH easier than I thought it would be. Very user friendly and the automated software allowed us to track the progress every step of the way. The best part was that our credit came in at $89,050!”

MK
Mark K.
FinTech
$114,000+
R&D Tax Credit

“Our R&D tax credit was over $114,000! Well worth the time we invested to answer questions and connect our payroll. We plan to use this extra cash to hire additional software developers so we can go to market faster than planned.”

CP
Charles P.
Game Development
“

“We were amazed by how easy the automated GOAT platform was to complete our R&D tax credit study. Their years of experience played a big role in making sure we didn’t miss anything.”

JC
Jonnie C.
Software Development
$34,980
Payroll Tax Offset

“We were able to offset our payroll taxes by $34,980 which is a HUGE win for our small start-up company.”

RW
Rebecca W.
eCommerce
R&D Tax Credit Calculator

Calculate R&D Tax Credits with Three Simple Questions

Find out how much you may qualify to receive from the IRS.