GOAT.tax Expands Nationwide Reach through Strategic Acquisition

R&D Tax Credit

Deborah Roth, CPA
August 9, 2023

In a groundbreaking move that underscores its commitment to extending its services across the nation, GOAT.tax, a leading tax advisory firm recognized for its innovative solutions, has extended its nationwide influence with the acquisition of Intrepid Advisors. This strategic move, backed by the support of equity partner Gainline Capital Partners, adds an exceptional dimension to their services by incorporating Intrepid Advisors' business consulting expertise, specifically focused on engineer-driven guidance and consultation regarding R&D Tax Credits for manufacturing and technology enterprises.

The esteemed standing of Intrepid Advisors within the industry perfectly aligns with GOAT.tax's foundational principles of trust, integrity, and exemplary client service that have been pivotal in their enduring success, according to the President of GOAT.tax. He expressed his excitement about the acquisition's potential to reinforce its national footprint and amplify its technical leadership.

Stephen Powers, President of Intrepid Advisors, shared his anticipation as well, highlighting the compelling advantage of joining forces with GOAT.tax's pool of seasoned CPAs, attorneys, engineers, and technology specialists. This integration broadens the spectrum of value-driven tax incentives at their disposal, empowering them to deliver heightened benefits to their clients and CPA firm partners.

GOAT.tax's distinctive approach, underscored by consultation and a customer-centric ethos, continues to distinguish them from competitors. This approach equips their team to adeptly guide CPA firms and their clients through the dynamic landscape of tax regulations governing federal and state incentives.

For those seeking more information, please visit www.goat.tax.

About GOAT.tax

GOAT.tax distinguishes itself as a foremost purveyor of extensive tax solutions, firmly devoted to supplying personalized methodologies that empower clients to proficiently oversee their tax responsibilities. Supported by a verified history of exceptional achievement and a dedicated cadre of experts, GOAT.tax imbues both businesses and individuals with the self-assurance to adeptly maneuver through the complexities of taxation. Situated in Fort Worth, TX, and recognized as a notable sector of Source Advisors, GOAT.tax has played an instrumental role for nearly four decades in facilitating businesses to make the most of distinct federal and state tax incentives. For more details, visit www.goat.tax.


Dedicated to nurturing U.S. middle market companies, Gainline Capital Partners is a distinguished private equity firm. They specialize in investments within profitable companies with enterprise values of up to $250 million. By partnering with management teams, Gainline Capital Partners actively contributes to realizing their vision, fostering sustainable growth, and cultivating enduring value. Learn more about their endeavors at www.gainlinecapital.com.

continue reading

Common Challenges When Claiming R&D Tax Credits

Although claiming this credit can offer considerable benefits for companies engaged in R&D efforts, the process can be challenging.

read on

No Profits, No Problem: R&D Tax Credits Can Help Your Startup

Running a startup is all about innovation and making the most of your resources. But what if you're not yet turning a profit?

read on

What Happens to Unused R&D Tax Credits?

What happens if you don’t use all your credits in a single year? Don’t worry! The US tax code has you covered.

read on