Find your client's tax credits.

A 2-minute screen against 45 federal and state credits. We'll surface the ones likely worth pursuing.

I'm a CPA

Assessing a client. I'll pre-fill what I know — they may not need to answer anything.

I'm a business owner

Assessing my own company.

Profile

A few quick facts to filter out credits you can't qualify for.

Name (first and last) *

Email *

Phone

Company name *

Where does the company operate? *

Check all states with operations.

Georgia South Carolina Tennessee Other state(s)

Primary industry *

Total full-time W2 employees *

Most credits are based on W2 employees, not contractors.

Federal income tax liability this year? *

A "yes" means the company owes federal income tax not already offset by other credits.

Yes No Unsure

State income tax liability this year? *

Yes No Unsure

Does the company offer health insurance to employees? *

Yes No

Activities

Check anything the company has done or plans to do. We've already filtered out credits the company can't qualify for based on industry, state, and tax position.

A few more details

These help us estimate the credit value. Skip anything you don't know — we'll mark it as "needs verification."