Insights

R&D Credit Opportunity Tax Point Advisors specializes in R&D tax credits and related incentives, presenting a clear sales path to CPAs and their clients who are seeking to maximize credits and defend them in audits.

Audit Defensibility With an industry leading audit success rate and an on-site, audit-defensible study process, there is a strong selling point to convert prospects worried about post-claim scrutiny and compliance risk.

Client Ownership The client owns all work and data from studies, which can be positioned to enterprise buyers as a transparent, carbon-free value proposition, reducing friction for clients who demand control and documentation for audits.

Fixed-Fee Model Fixed-fee pricing and no out-of-pocket costs appeal to risk-averse finance decision-makers who prefer predictable spend and no travel or ancillary charges, enabling easier budget approvals.

National Presence Distributed senior teams across the U.S. enable local-on-site evaluations and scalable support for mid-market to larger clients, suggesting expansion opportunities with multi-site entities and geographically diverse portfolios.

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Tax Point Advisors Tech Stack

Tax Point Advisors uses 8 technology products and services including Microsoft 365, Font Awesome, Sentry, and more. Explore Tax Point Advisors's tech stack below.

  • Font Awesome
    Font Scripts
  • Issue Trackers
  • Online Video Platforms
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • LiteSpeed
    Web Servers

Tax Point Advisors's Email Address Formats

Tax Point Advisors uses at least 4 email formats:
Tax Point Advisors Email FormatsExamplePercentage
FirstLast@taxpointadvisors.comJohnDoe@taxpointadvisors.com
44%
FLast@taxpointadvisors.comJDoe@taxpointadvisors.com
44%
First.Last@taxpointadvisors.comJohn.Doe@taxpointadvisors.com
6%
FirstL@taxpointadvisors.comJohnD@taxpointadvisors.com
6%

Frequently Asked Questions

What is Tax Point Advisors's phone number?

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You can contact Tax Point Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Tax Point Advisors's official website and social media links?

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Tax Point Advisors's official website is taxpointadvisors.com and has social profiles on LinkedIn.

How much revenue does Tax Point Advisors generate?

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As of August 2026, Tax Point Advisors's annual revenue is estimated to be $10M - $25M.

What is Tax Point Advisors's SIC code and NAICS code?

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Tax Point Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Tax Point Advisors have currently?

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As of August 2026, Tax Point Advisors has approximately 16 employees across 2 continents, including North America and Asia. Key team members include Tax Consultant: S. T. Explore Tax Point Advisors's employee directory with LeadIQ.

What industry does Tax Point Advisors belong to?

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Tax Point Advisors operates in the Accounting industry.

What technology does Tax Point Advisors use?

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Tax Point Advisors's tech stack includes Microsoft 365, Font Awesome, Sentry, Wistia, Google Tag Manager, Bootstrap, Google Analytics and LiteSpeed.

What is Tax Point Advisors's email format?

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Tax Point Advisors's email format typically follows the pattern of FirstLast@taxpointadvisors.com. Find more Tax Point Advisors email formats with LeadIQ.

When was Tax Point Advisors founded?

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Tax Point Advisors was founded in 2009.
Tax Point Advisors logo

Tax Point Advisors

AccountingMassachusetts, United States11-50 Employees

Tax Point Advisors is an accounting firm specializing in R&D tax credit studies and other specialty tax services. It partners with CPAs and their clients nationwide to identify and claim federal and state R&D credits as well as incentives such as cost segregation and energy-efficiency programs. The firm emphasizes an onsite-review approach—conducted by seasoned experts across the country—to generate audit-defensible reports with an audit rate under 5%. Based in North Andover, Massachusetts, the firm operates as a mid-sized practice with nationwide coverage, sending senior staff to client sites. It uses fixed-fee pricing with no out-of-pocket costs, and clients retain ownership of all work and supporting materials used to determine the credits.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Tax Point Advisors's revenue is estimated to be in the range of $10M - $25M

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