GOAT.tax

The R&D tax credit made simple with smart software and dedicated tax pros.

by Source Advisors · Tax Research & Planning

Executive Summary

GOAT.tax, powered by Source Advisors, is a SaaS platform designed to simplify and automate the complex R&D tax credit process. It features a proprietary SmartCreditEngine for automated credit computation, leveraging extensive experience from over 9,800 completed studies to ensure accuracy and maximize claims. The platform combines intelligent software with the expertise of dedicated tax professionals to provide a seamless experience. It assists businesses, including mobile game developers and small businesses, in identifying qualifying development activities and expenses, accurately computing their R&D tax credits, and preparing all necessary documentation for compliance.

Use Cases

  • Automating the computation of R&D tax credits for businesses.
  • Identifying qualified research activities and associated expenses.
  • Preparing comprehensive documentation for R&D tax credit claims.
  • Maximizing R&D tax credit claims through expert review and smart software.
  • Scaling business growth by leveraging R&D tax credits, particularly for mobile game developers.

Features

Intelligence

  • Automated Credit Computation: Leverages the proprietary SmartCreditEngine to automatically calculate R&D tax credits based on submitted data.
  • Qualified Activity Identification: Assists in identifying eligible research and development activities that qualify for tax credits.

Support

  • Dedicated Tax Professionals: Combines smart software with expert tax professionals from Source Advisors for guidance and review.
  • Resource Library: Access to a comprehensive help center with FAQs, technical updates, and R&D resources.

Technical Specifications

Deployment
SaaS

Pricing

Target Customer
SMB

About Source Advisors

Founded: 2021 · Headquarters: Fort Worth, TX, United States · Employees: 51-200

Alternatives to GOAT.tax

  • GreenSlate Incentives by GreenSlate — Streamline film/TV tax incentives with automated reporting & integrated management.
  • Harvey by Harvey — AI platform for legal and professional services, specializing in complex tax research and planning.
  • Hive Tax by HiveTax — AI-powered tax planning for high-income earners, optimizing strategies and deductions.
  • Hive Tax AI by HiveTax — Maximize tax savings and simplify complex scenarios with AI-driven insights for tax professionals.
  • HiveTax by HiveTax — AI-powered tax research, planning, and compliance for professionals.
  • Holistiplan by Holistiplan — Simplify and scale tax planning to save time and deliver more client value.
  • Instead by Corvee — Streamline R&D tax credit management and strategic tax planning for accounting firms.
  • Instead Pro by Corvee — Advanced R&D tax credit management for tax and accounting firms.

Keep researching