GOAT.tax

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

by Source Advisors ยท 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