We Make the R&D Tax Credit Effortless for SaaS
TaxUpside is the AI-powered, CPA-attested way for US software companies to claim the federal research credit (IRS §41) — and have it defended for life.
Mission
To put the R&D tax credit within reach of every US software company — claimed accurately, filed correctly, and signed by a CPA who stands behind it.
Vision
A world where no founder leaves six or seven figures of earned credit on the table because §41 felt too complex or too risky to claim.
Flat contingency — no hidden costs (10% multi-year)
Claims reviewed and signed by a licensed CPA
The IRS four-part test, documented line by line
Upfront cost — you pay only from the refund we secure
What We Do
Find the credit
We map your engineering activity to §41's four-part test and size the qualified research expenses your generalist CPA likely skips.
Draft with AI
Our pipeline assembles the Form 6765 package and a clean substantiation memo from your payroll and engineering data.
CPA signs and files
A licensed CPA reviews every claim and applies their signature. No anonymous fintech math — a real professional on the return.
Defend for life
If the IRS ever asks questions about a credit we filed, we respond and defend it. Built into the 15%.
Why SaaS Founders Choose Us
Generalist CPAs skip §41 because it is complex. Fintech tools hand you a number nobody will sign. We do both halves — the analysis and the accountability.
- A licensed CPA signs every return
- Lifetime audit defense, included
- 15% contingency (10% multi-year) — you only pay from the refund
Core Values
Accountability
A real CPA puts their name on your return. We stand behind every number we file.
Precision
The credit is only as good as its substantiation. We document the four-part test so it holds up under scrutiny.
Security
Read-only access, least-privilege data ingestion, and encryption. We take only what's needed to substantiate your claim.
Founder-first
You keep shipping. We handle the credit, the filing, and the IRS — start to finish.
Meet the Team
Tax specialists and engineers who turn your R&D into a credit that holds up
Nathan Brooks
Founder & CEO
Karen Delgado, CPA
Head of Tax
Vikram Shah
Head of Engineering
Hannah Kim
Head of Client Success
Built for SaaS founders, by tax specialists
TaxUpside turned our 2023 return into a $240K refund we didn't know we could claim. Their CPA signed every line — no anxiety, no back-and-forth.
Maya Rao
Founder & CEO, Lumio Analytics
We'd been filing R&D credits through our bookkeeper for years. TaxUpside found twice the credit on the same year's data and caught a §174 issue we missed.
Daniel Okafor
Co-founder, Northpath Labs
Read-only GitHub access, a clean four-part test memo, and the whole thing done in eleven days. Exactly what I wanted my CFO to see.
Evan Brandt
CTO, Keywee Booking
The lifetime audit defense was the closer. Having someone on the hook for the return is a level of accountability no fintech provides.
Rachel Soto
CFO, Brightmile Software
Your questions, answered
Short answers to what most SaaS founders ask before engaging.
Do we actually qualify?
How is this different from TurboTax or Gusto R&D?
What if we already have a CPA?
What happens if we get audited?
How long does it take?
Is our data safe?
What's the §174 lookback?
Do you charge anything upfront?
Ready to see what 2022–2024 is worth to you?
The §174 lookback window closes July 6, 2026. Most SaaS companies qualify for six to seven figures in retroactive credit — but only until the deadline.