R&D Tax Credits The Right Way

Combining intelligent software and help from experienced R&D tax credit experts.

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R&D tax credit workflow
1

Onboard

Provide basic company and tax info to signup and get started
2

Data Input

Review eligibility of business activities and enter payroll & expense details
3

Review

Submit your study data for a comprehensive review by our Tax Gurus
4

Report

We prepare a fully compliant R&D study report for your tax filing, including federal & state forms
1

Onboard

Provide basic company and tax info to signup and get started
2

Data Input

Review eligibility of business activities and enter payroll & expense details
3

Review

Submit your study data for a comprehensive review by our Tax Gurus
4

Report

We prepare a fully compliant R&D study report for your tax filing, including federal & state forms
HOW IT WORKS
Everything You Need To Know
Our platform includes an intuitive, user friendly dashboard
that guides you through our study process

A streamlined workspace for qualified expenses that provides contextual guidance and real-time tax credit projection. Everything in one view.

Collaboration is at the core of innovation.

Our platform facilitates seamless communication between your teams and ours, making it easier than ever to collect, document, and optimize your R&D activities.

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TAX PRACTITIONERS
It’s About Creating Value For Your Clients
Every day, companies look for ways to increase their bottom line, create more cash, and catalyze growth. One of the best ways to do this for your clients is to help them take advantage of R&D tax credits.

Access all of your client studies in one easy to use portal.

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we’re integrated

Seamlessly integrated with your payroll system

And your accounting system

best in class
Help From Real Experts
Help when you need it, from experienced R&D tax credit team.

Live Sessions with a Tax Guru

Talk to our Tax Gurus through live chat at any time or easily schedule a 1-on-1 meeting for in-depth assistance.

Help Center

Access GOAT.tax's very own resource library on all things R&D. FAQs, technical updates, and more all at your finger tips.

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Active AI assistance that populates resources and help guides at every-step of your study process.

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