Build a Scalable R&D Tax Credit Practice with GOAT.tax
GOAT.tax is the Platform for CPA Firms Looking to Grow Advisory Revenue
Launch or expand your R&D tax credit practice and deliver high-quality studies without hiring specialists, building workflows, or taking on unnecessary audit risk.
Partner With Us →
Backed by Source Advisors, one of the nation's leading specialty tax consulting firms.
Launch or Scale an In-House R&D Tax Credit Department
Not just referral software. An operating system for building a repeatable, profitable R&D tax credit practice, whether you're one partner or multiple offices.
Turn Existing Clients Into New Revenue Opportunities
Your best R&D tax credit prospects are probably already your clients.
GOAT.tax helps firms systematically identify eligible clients across their existing tax base, transforming dormant opportunities into recurring advisory engagements.
Instead of searching for new clients, grow revenue from the relationships you've already earned.
Everything Needed to Run an R&D Tax Credit Practice
Practice Management
Manage every study from one secure partner portal.
Standardized Workflow
Every project follows a consistent process.
Just repeatable delivery that can scale across offices, partners, and staff.
Audit-Ready Documentation
Documentation is often the largest obstacle for firms entering the R&D credit market. Every GOAT.tax study follows standardized IRS-aligned documentation procedures designed to support defensible tax positions.
Technical Tax Expertise
Every study your firm submits is reviewed by a national team of R&D tax specialists and engineers with decades of specialty tax experience.
Hiring specialists is expensive. Training specialists takes time. Retaining specialists is even harder.
Your firm gets technical review and compliance support on every study without adding permanent payroll costs.
How the GOAT.tax R&D Tax Credit Partnership Works
Identify and Kick Off the Opportunity
The CPA firm identifies a potential R&D tax credit opportunity, evaluates initial eligibility, and begins the study through the GOAT.tax Partner Portal.
Complete Onboarding and Production
The client and CPA firm are supported through onboarding, information gathering, and study production.
Submit and Review Information
Relevant financial and technical information is submitted and reviewed to evaluate qualified research activities and expenses.
Receive the Final Deliverable
The CPA firm receives the completed study, supporting documentation, and applicable tax forms for use in the client's return.
Flexible Partnership Models
Every CPA firm is different. That's why GOAT.tax supports two delivery models.
Referral Model
Simply introduce opportunities. You hand off the work, your client is onboarded onto the GOAT.tax platform, and we keep you informed through delivery.
Ideal for firms delivering their first R&D studies.
Embedded Practice Model
Operate a fully scalable internal R&D tax credit department powered by GOAT.tax.
Your clients experience a sophisticated, repeatable process while our specialists provide technical support behind the scenes.
This model allows firms to confidently position R&D tax credits as an in-house advisory service without the cost of building the entire infrastructure internally.
Frequently Asked Questions
Will our clients know GOAT.tax is involved?
You control the delivery model. Your team can run studies end to end on the platform, or hand the work off to us and have your client onboarded onto GOAT.tax directly.
Do we need engineers on staff?
No. Your team works through each study in the GOAT.tax platform, and our experienced engineering and tax professionals review the completed work.
Is GOAT.tax limited to firms that already offer R&D tax credit services?
No. GOAT.tax can support firms that are launching an R&D tax credit service for the first time as well as firms that want to expand, standardize, or improve an established practice.
Can GOAT.tax support an existing R&D tax credit practice?
Yes. Firms with an existing R&D tax credit practice can use GOAT.tax to standardize workflows, improve visibility, expand capacity, strengthen documentation, and scale delivery across additional partners, offices, or clients.
Which clients may be good candidates for an R&D tax credit review?
Potential candidates may include companies that develop or improve products, software, manufacturing processes, formulas, techniques, or other technical capabilities and incur related wages, contractor costs, or supply expenses.
Build the R&D Tax Credit Practice Your Firm Has Been Missing
Whether you're looking to generate new advisory revenue, retain more client work, or create a scalable in-house R&D tax credit department, GOAT.tax provides the platform, expertise, and operational support to help you grow with confidence.
Partner With Us
Tell us about your firm and we'll walk you through the GOAT.tax partner program.