How it Works
We've simplified the R&D credit process into just a few easy steps.
With GOAT.tax the average R&D study can be completed in less than an hour.

Automate
Just connect your payroll system, and we'll do the work of bringing your data into our platform.


Allocate
We will guide you in accurately qualifying your research expenses. We have over 50 tax professionals, ready to provide support.
Generate
Our SmartCreditEngine crunches the numbers to make sure you get the maximum tax benefit. Your tax credit study is just a click away.

Features
An intuitive, user friendly dashboard that guides you through our study process
Workspace
A streamlined workspace for qualified expenses that provides contextual guidance and real-time tax credit projection. Everything in one view.


Support
Help when you need it,
from real R&D Tax Credit Experts
We provide full support from our team of R&D tax credit experts.

Live chat and easy 1 on 1 meeting scheduling with a tax guru

R&D Tax Credit resource library and support center

GOAT.bar in platform Ai helper that provides resources at each part of the process


The Final Deliverable
Each GOAT.tax study
- is audit ready to substantiate your R&D credit claim
- includes credit calculation and relevant federal and stat tax forms
- can be delivered directly to your CPA
- is processed within 3-5 business days

We got you covered.

Accurate Calculation
Guarantee
If there are any errors in your calculations, we’ll pay your IRS penalties.

Free Audit Assistance
Every GOAT.tax study comes with the support of tax professionals who offer free guidance every step of the way to defend your dollars.

Extensive Study Review
Every GOAT.tax study is reviewed by our R&D tax credit professionals.