Tax Credit Services Built for CPA Firms

TaxCredible gives CPA firms a done-for-you tax credit service. We identify eligible state and federal credits, handle the documentation, and deliver everything audit-ready. You offer more to your clients without adding more to your plate.

20+ Years Experience · $450M in Credits Recovered · 250+ CPA Firms Served

Tax credit services for CPAs are specialized consulting engagements where a firm like TaxCredible identifies, processes, and delivers state and federal tax credits on behalf of a CPA's clients. The CPA maintains the client relationship while the tax credit partner handles research, eligibility screening, documentation, and audit-ready deliverables. TaxCredible serves CPA firms across Georgia and nationwide, covering credits from the Georgia Retraining Tax Credit to federal R&D credits and cost segregation studies.

CPA firm advisor reviewing state and federal tax credit eligibility reports with a client using TaxCredible's audit-ready documentation

The Tax Credit Landscape Is Complicated.

Your Clients Expect You to Know It Anyway.

State and federal tax credits change constantly. Georgia alone has over a dozen active incentive programs, from the Retraining Tax Credit to the Job Tax Credit to R&D credits, each with different eligibility rules, filing deadlines, and documentation requirements.

You know your clients could benefit. But staying current on every credit, for every client, across every industry? That's a full-time job on top of the full-time job you already have.

And the firms that figure this out are winning clients. The ones that don't are watching them leave.

A man in a business suit and glasses sitting at a desk with a computer monitor displaying a client tax summary, talking to another man in a gray blazer. The desk has a notebook, a black mug, and a client file summary sheet. There are plants and framed certificates on the wall.

We Handle the Tax Credits.

You Keep the Client Relationship.

TaxCredible is a tax credit consulting firm founded in 2002 and headquartered in Atlanta, Georgia. We were built by tax professionals who spent 20+ years inside accounting firms. We know what it's like to want to offer more to your clients but not have the bandwidth to do it right.

That's why we built a service that works behind the scenes, under your brand. We identify credits your clients qualify for, handle the documentation, and deliver everything audit-ready. You get the credit for the credits.

Three Steps. That's All It Takes

From the first conversation to the final filing documents, TaxCredible manages the entire process in three steps.

Discover

Schedule a call with our team. We'll review your client base together and identify which state and federal tax credits each client qualifies for. No research required on your end.

Connect

A dedicated TaxCredible Tax Incentives Advisor works directly with your clients (at your direction) to gather the data, run the calculations, and process each incentive.

Deliver

You receive audit-ready filing documents for every credit your client qualifies for. Drop them into the return. Done.

Tax Credits & Incentives We Help Your Clients Claim

Georgia Retraining Tax Credit

Up to $1,250 per employee, per year, for training investments your clients are already making.

Georgia Job Tax Credit

Up to $4,000 per new job created, depending on location. Available for businesses in all 159 Georgia counties.

Georgia Investment Tax Credit

For manufacturers investing in new equipment or facilities. Credits range from 1% to 8% of qualified investments.

Georgia Port Activity Tax Credit

Bonus credits for businesses increasing exports through Georgia ports.

R&D Tax Credit

Federal and state credits for companies investing in research and development. Applies to far more industries than most CPAs realize.

Cost Segregation

Accelerate depreciation and improve cash flow for clients with commercial real estate.

Ready to Offer More Without Doing More?

Schedule a 15-minute credit review with a TaxCredible Advisor. We'll look at your client base and show you which credits are on the table. No commitment, no pitch.

Frequently Asked Questions

  • TaxCredible handles the full lifecycle of tax credits on behalf of CPA firms. We start with a discovery call to review your client base and identify eligible credits. A dedicated Tax Incentives Advisor then gathers data, processes each incentive, and delivers audit-ready filing documents. The entire process operates under your brand. Your clients see you as the source of the savings.

  • Georgia offers several business tax credits including the Retraining Tax Credit (up to $1,250 per employee for training), the Job Tax Credit (up to $4,000 per new job), the Investment Tax Credit (1% to 8% of qualifying investments for manufacturers), and the Port Tax Credit for businesses increasing exports through Georgia ports. Federal credits like the R&D Tax Credit are also available. Eligibility depends on industry, location, and activity.

  • Most CPA firms don't have the capacity to track, process, and document the full range of available tax credits for every client. Outsourcing to a dedicated tax credit consulting firm like TaxCredible lets you offer a broader scope of services, retain clients who might otherwise go to larger firms, and generate additional value without adding headcount.

  • TaxCredible's fees are typically tied to the credits successfully identified and delivered, meaning your clients only pay when they benefit. Contact us for specific pricing based on your firm's client base and the types of credits involved.

  • TaxCredible was founded by tax professionals with 20+ years of experience inside accounting firms. Our service operates under the CPA's brand, preserving the client relationship. Each client gets a dedicated Tax Incentives Advisor who handles the full process from discovery through delivery, and all deliverables are audit-ready from day one.

  • A tax credit consulting firm is a specialized practice that helps businesses and their CPAs identify, apply for, and document state and federal tax credits. These firms handle the research, eligibility analysis, and paperwork so that CPAs and business owners don't have to become experts in every available incentive program. TaxCredible is a tax credit consulting firm based in Atlanta, Georgia, serving CPA firms and businesses across the state and nationally.

  • Yes. While TaxCredible specializes in Georgia state tax credits like the Retraining Tax Credit, Job Tax Credit, and Investment Tax Credit, we also handle federal credits including R&D tax credits and cost segregation studies for CPA firms nationwide. Our process works the same regardless of location: you maintain the client relationship, and we handle the credit identification and documentation.