Maximize tax credits and incentives with expert-driven smart tech

Business tax credits are financial incentives that directly reduce the amount of tax a company owes. Unlike deductions, which lower taxable income, tax credits provide dollar-for-dollar savings. These can be offered at the federal, state, or local level, often tied to hiring, job training, research, or location-based factors. Trak Services helps you discover and claim these credits with guided tools and real-time estimates.

The easiest way to identify eligible tax credits is to analyze key business data — such as your location, industry, number of hires, and employee demographics. Trak automates this by matching your information against 2,400+ verified federal and state programs to show which credits apply and how much they may be worth.

Yes. Trak Services is designed to complement your existing CPA or tax partner. It acts as a second layer of validation, identifying missed opportunities or credits that may not be covered by your current provider. Trak also prevents duplicate filings and keeps everything traceable in one place.

Federal tax credits are available to businesses nationwide and are based on broader economic or employment goals — such as WOTC or R&D credits. State and local credits are more specific and can vary significantly by location. Trak covers both, helping you identify stackable credits across jurisdictions.

Many tax credits allow retroactive claims, depending on the credit type and how far back your business qualifies. For example, some federal credits allow a 3–4 year lookback period. Trak automatically flags retroactive opportunities and calculates your potential recovery amount.

Trak reduces complexity by combining credit discovery, qualification, and tracking into one interface. You can upload client or company data via template, run assessments by location or industry, confirm or exclude credits with a few clicks, and generate reports, track expirations and estimate value in real time — so you avoid missed deadlines, manual research and outdated credit lists.

Industries that hire frequently, operate in target zones, or invest in workforce development tend to benefit the most: restaurants and food service, retail and logistics, manufacturing and light industrial, staffing and workforce agencies, and multi-location employers. Trak adapts to industry-specific programs and filters out irrelevant ones.

No. Tax credits reduce the amount of tax you owe, while deductions reduce your taxable income. A $5,000 credit lowers your tax bill by $5,000 — a $5,000 deduction only lowers the income that bill is calculated on, so credits are typically far more valuable.

Only basic business information: company name, address and locations, annual number of hires, and industry or NAICS code (optional). With this, Trak can instantly assess your eligibility and generate a custom credit report.

Yes. Trak supports multi-site and multi-entity organizations. You can manage all locations from a single dashboard and upload data in bulk using our standardized template. The platform handles credit matching at the location-specific level, which is crucial for state and local programs.

Unlike tools that focus on a single credit or require manual research, Trak offers a centralized dashboard for federal and state credits, automatic credit stacking and exclusion logic, retroactive lookback identification, and partner revenue tracking with compliance support — built to simplify discovery for employers, CPAs and advisors without adding operational overhead.

Yes. Trak Services offers a partner model for CPAs, PEOs, HR tech platforms, and business advisors. You can refer clients, use Trak internally, or offer it as a value-added service. Partners can track referred client activity, access white-label options, and earn revenue share from tax credit recovery.