We Help Our Clients Use Tax Credits to Build More Profitable Practices.

Whether you own a healthcare business or provide accounting services for healthcare clients, TaxRx is your comprehensive solution for all tax benefits available in this complex field.

TaxRx combines the experience of practicing clinicians  with the expertise of tax attorneys, and  accountants to simplify and expand your options.

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The Only All-in-One Tax Credit Solution

Your TaxRx is the key to your tax savings.

If overpaying taxes is the chief complaint, it’s important to start by identifying issues and opportunities. Every TaxRx client starts with a diagnosis. We evaluate your business for key-focused federal strategies as well as state-specific benefits. 

After we identify your tax-saving opportunities, we move to treatment and our team of specialists does the heavy lifting – preparing detailed documents and working directly with your accounting team so that you can focus on your business. 

R&D Tax Credit


You have questions. wE have answers.

You might say that we focus on unleashing unparalleled expertise to navigate complex tax landscapes, delivering tailored strategies that drive financial growth and propel healthcare businesses forward. Our motto: “No credit left behind!

What is the Research & Development (R&D) Tax Credit?

The R&D tax credit is a $22B government tax incentive to reward U.S. businesses for their investments in innovation and technology advancements. Confusion and complexity surround the R&D tax credit, resulting in millions in unclaimed credits. Don’t let that stop your company from qualifying. TaxRx’s experts will quickly evaluate your tax credit opportunity.

Companies developing new or improved products, software, apps, processes, techniques, formulas, or inventions can qualify. This can include new functionality, as well as quality, reliability and performance enhancements.

Dollar For Dollar

The R&D tax credit reduces federal, state, income, and payroll tax liabilities. Meaning, if you owe $70K to the IRS and your federal credit is $70K, you will owe $0.

Federal & State

The Federal R&D tax credit is a permanent tax credit, thanks to the PATH Act passed in 2015. There are 36 states who currently have their own state-level version of the R&D tax credit. It’s important to note, a business can qualify for both the federal credit and their respective state credit.

Generate Cash Refunds

The IRS issues cash refunds to businesses and their owners (pass-through entities) that engaged in R&D but did not claim the credit on a timely filed return. Businesses can retroactively amend their tax returns for the past three or more years, resulting in substantial cash refunds.

Apply to Payroll Tax

Start-ups may be eligible to apply the R&D tax credit against their payroll taxes for up to five years. Recent legislation has increased the allowable amount for start-ups to offset payroll taxes from $250,000 to a maximum of $500,000 per year.

What is the Employee Retention Tax Credit (ERTC)?

Also known as the “ERC” or “ERTC”, the Employee Retention Tax Credit provides businesses impacted by COVID-19 with a cash payment from the IRS of up to $26,000 per employee.

$26,000 Per Employee

Businesses that meet the requirements and are eligible for both 2020 and 2021 could be looking at up to $26,000 per employee in employee retention tax credits. While most won’t qualify for the full amount, that shouldn’t stop you from receiving the credits you are owed.

What if I Claimed PPP?

You can still qualify for the ERC, despite claiming PPP.

The amount of any PPP loans forgiven are simply backed out of the wage calculation. Strike experts ensure all of your calculations include any PPP forgiveness.

Do I Qualify?

If you own a small business and experienced any of the following, you likely qualify: Reduction in revenue or

  • Reduction in hours
  • Full or partial shutdown
  • Supply chain disruptions

There’s Still Time to Claim

There is no limit to how many businesses can claim the credit or how much funds are available. But there is limited time to amend your tax returns and receive the credit.

Increase your practice revenue.

See how easy tax savings can be with TaxRx Group .

Start benefitting from
serious tax savings

No Out-of-Pocket Costs

No monthly billings or fixed fee contracts. There are never any hidden costs to getting started with TaxRx.

Pay only when we find your tax savings or you receive a refund.

Unlimited Audit Support

We defend our work at no additional cost. While claiming credits does not increase audit risk, we understand that audits can happen and are with you the entire way.

Unlimited audit support with a 100% fee-back guarantee.

Focused firm, expert advice

The TaxRx Group is built around healthcare businesses. We are a team of clinicians, attorneys, and accountants who focus on making sure our clients leave no benefit behind.

We focus on healthcare and understand where tax law fits in.

Our clients say it best.

Join 1,000+ clients who are already saving money.


Dr. Jeannie Moody
Moody Orthodontics

TaxRx Group helped my practice save money. Their team is receptive, experienced, and professional.

Shane Warburton, CPA
CFO Ortho

I have worked with several Research and Development Credit companies over the years, but the Tax Rx Group has been by far the best. They have a great team of industry experts to help with these complex tax credits. We recommend working with Tax Rx.


John Bender, MD
Miramont Wellness

The TaxRx system resulted in a significant savings. We were able to amend our taxes to receive a larger benefit than expected. 

Tax Credit Simplification.

We work directly with your accounting team.

TaxRx collaborates seamlessly with your accounting team, streamlining the process for our busy clinician clients and ensuring hassle-free financial optimization.


TaxRx is ROI-focused, diligently handling document preparation and investing the time to uncover savings, allowing our clients to focus on their core healthcare responsibilities.

R&D Tax Credit for Tech

Tax Strategy Library

Learn a little more about some of the tax strategies we often utilize in healthcare business to deliver substantial tax benefits. Each of our clients’ tax scenario is evaluated for federal and state benefits.

R&D Tax Credits

Maximize innovation in healthcare with the R&D tax credit, unlocking substantial savings and fueling future advancements.


Empower your healthcare business’s growth and stability with the ERC tax credit, enhancing workforce retention and financial resilience.


Accelerate your healthcare business’s financial success through cost segregation, optimizing tax savings and enhancing cash flow.


Boost your healthcare business’s sustainability and profitability with energy credits, supporting eco-friendly practices and reducing costs.

See how TaxRx can help you save money.

Latest news

R&D Tax Credit
Sean Yearout, Benjamin Dyches, DDS, JD, Alphonso Anderson, Esq., LL.M (Tax)SummaryThe R&D credit changed for 2022 tax filings by requiring the amortization of research expenses instead of treating them as an immediate deduction.BackgroundPre-2022 guidance (IRC Section 174i) allowed taxpayers to expense all research and experimental (R&E) expenditures immediately. Additional benefits were taken by electing the Read More
R&D Healthcare Credits
Nicholas Misenti, JD, CPAMany people are unaware of the federal estate tax or think it doesn’t apply to them. The typical estate plan that results is no plan at all or Wills that leave everything to the surviving spouse and then from the to the surviving spouse to the children. That can be a costly Read More

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Unlock your healthcare business’s full potential with TaxRx’s expert tax strategies – contact us today for a financial breakthrough!


390 E. Center St., Ste. A

Provo, UT 84606

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