Bizora Announces Partnership With TaxHack to Strengthen R&D Tax Credit Support for Firms

Bizora is pleased to announce a strategic partnership with TaxHack, an advisory firm known for its R&D tax credit expertise and technical tax support for innovation-driven businesses. This collaboration gives CPA firms, tax professionals, and advisory practices a direct, reliable path to evaluate whether their clients may qualify for the R&D credit and complete the technical work required to claim it.

This partnership strengthens our value to firms by connecting AI-powered research in Bizora with a vetted execution partner for one of the most specialized areas of tax.

What TaxHack Is

TaxHack, formally TaxHack Accounting Group, is a national tax and accounting advisory firm founded by CPA Miguel Alexander Centeno, who previously worked at a Big Four consulting firm before launching a firm designed around the needs of modern, high-growth companies.

TaxHack focuses on areas where businesses often struggle to find reliable expertise, including:

• R&D tax credit studies and technical eligibility assessments

• Entity structure and tax strategy

• Sales tax and multistate nexus advisory

• Accounting automation and process systems

• Ongoing tax planning for product-focused and technology-driven teams

The firm serves a wide range of clients, including startups, e-commerce brands, SaaS companies, and manufacturers. These types of businesses frequently engage in development or process improvement activities but may not have the documentation or internal processes needed to substantiate an R&D credit claim on their own.

TaxHack’s process includes technical interviews, documentation review, substantiation of qualifying activities, credit calculation, and preparation of audit-ready workpapers. This makes them a strong external resource for CPA firms that want to support clients in this area without building an internal R&D credit practice.

What This Partnership Means for CPA Firms

This partnership introduces clear and practical advantages for Bizora’s users.

Trusted referral partner for specialized R&D work

Bizora users, including CPA firms, tax professionals, and advisors, now have a trusted and vetted partner they can refer clients to for R&D tax credit evaluation. The relationship is designed to support firms that want to help clients explore credit without managing the technical workload or taking on additional risk.

Simple tool to help determine client eligibility

Bizora users now have access to a one-minute qualification tool that allows clients to answer a short set of questions. This gives firms an early indication of whether pursuing the R&D credit is worth it, enabling advisors to introduce the topic without triggering a lengthy internal review.

Complete technical execution when the client qualifies

If the client appears eligible, TaxHack completes the entire R&D process, including technical interviews, documentation, substantiation, calculations, and filing support. Firms receive ready-to-use material without needing to build or maintain an internal team for this work.

Smooth referral path inside Bizora’s workflow

The partnership reinforces Bizora’s core value proposition. Firms can research the credit in Bizora, direct clients to the qualification tool, and rely on a vetted partner to complete the specialized work. This creates a consistent research → qualify → refer → execute workflow that firms can integrate into their advisory processes.

To begin using this process with clients, Bizora users can refer clients directly through the one-minute R&D qualification tool: https://miguel07.typeform.com/to/iPCGjRcv

Benefits for Bizora’s Professional Users

Additional savings opportunities for clients

Many clients qualify for the R&D credit but never pursue it due to a lack of clarity, time, or documentation. With the qualification tool and a reliable partner in place, firms can surface opportunities more often and provide a clear path for clients to act.

More advisory capability without adding internal workload

Instead of allocating internal hours to evaluate or execute technical R&D studies, firms can focus on advisory conversations and let TaxHack manage the complex elements of the credit.

Consistent and repeatable workflow

The steps are clear: research with Bizora, share the quick qualification tool, and refer to TaxHack for detailed execution. Firms gain a dependable process they can use across multiple clients and planning cycles.

Stronger client relationships

When firms introduce potential incentives alongside a clear path for evaluating them, clients view the advisor as proactive and well-prepared. This supports trust and reinforces the value of the firm’s broader advisory role.

Next Steps for Firms

Clients that design products, develop software, improve internal processes, or invest in technical problem-solving may qualify for the R&D credit. This partnership gives firms a direct way to explore these opportunities and follow through with a reliable execution partner.

Advisors can direct clients to the one-minute qualification tool to help determine whether a full R&D study is worth pursuing: https://miguel07.typeform.com/to/iPCGjRcv

Bizora will continue expanding its support for tax professionals by connecting research with execution pathways that help firms deliver stronger outcomes for their clients.