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.
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.
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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:
For CPA Firms
Add R&D tax credits to your advisory services.
GOAT.tax helps firms:
How GOAT.tax Works
Identify the Opportunity
Spot a potential R&D tax credit and check initial eligibility.
Onboard and Build the Study
Guided onboarding, information gathering, and technical interviews.
Submit and Review
Experts confirm qualified activities and expenses.
Receive the Final Deliverable
Get the completed study, documentation, and tax forms for filing.
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.
What Our Clients Are Saying
“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!”
“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.”
“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.”
“We were able to offset our payroll taxes by $34,980 which is a HUGE win for our small start-up company.”
Calculate R&D Tax Credits with Three Simple Questions
Find out how much you may qualify to receive from the IRS.