Algorithm Tax Group Employee Directory

Financial ServicesRhode Island, United States2-10 Employees

Algorithm Tax Group is a data-driven advisory firm in the financial services space that specializes in tax credits and incentives. It partners with CPAs, Enrolled Agents, and nationwide clients to identify federal and state programs that can improve profitability by turning eligible expenses into credits. The team combines expertise from accounting, engineering, development, and law to deliver engagements guided by a People, Process, and Technology framework.

Each engagement is tailored with business logic to optimize tax reduction and cash savings related to programs such as R&D Tax Credits, Cost Segregation Studies, IC-Disc, DPAD, and WOTC. The firm emphasizes an ethical, straightforward approach and aims to minimize disruption during the recovery process, leveraging more than 15 years and over 1,000 engagements to produce a clear workplan. Based in Warwick, Rhode Island, the company maintains a small team that collaborates to support nationwide clients through a structured, data-driven workflow.

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