Rebate's founders missed a tax credit they had earned. So they built a company to make sure other founders didn't.
Built by founders who missed the credit themselves.
Sanjiv Baxi's team learned about the R&D tax credit the hard way: by missing out on it. That money could have offset payroll taxes, funded a hire or paid for the next experiment.
So in late 2020, Sanjiv started Rebate with a simple goal: spread the word about helpful government incentives and make them easier to get. Instead of leaving it to software alone, every claim was backed by qualified tax credit specialists.
Clients connected their payroll, Rebate's specialists did the math, and the fee only came if the business saved money. Shutterstock founder Jon Oringer joined the board.
Tax credits are written for accountants, not founders.
The R&D credit and dozens of other incentives can be worth real money to a growing business, but the rules are dense, the paperwork is heavy and most founders don't know where to start.
01
Take a quick evaluation
A short questionnaire shows which federal and state credits a business might qualify for.
02
Connect payroll
Clients connect their payroll provider, from Gusto to ADP, and specialists identify the qualifying projects and expenses.
03
Claim with confidence
Specialists calculate each credit for filing, with audit protection and a fee only when the business saves money.
$11M+
Saved for clients in the six months before June 2022
50+
Federal and state tax credits covered
$25K
Average savings per business, 2021
Company-reported figures from Rebate's website, 2021 to 2022.
Out of the spiral, into a position.
From April to September 2023, we worked with Sanjiv Baxi to settle Rebate's market, business model and positioning, after months of searching for the right answer.
“Yianni is a shark! He helped position my company properly after I spent days, weeks, and months trying to figure out the exact market and business model. He understood everything and was the perfect solution to get me out of that spiral. We'll definitely work together again when more projects come up.”
— Sanjiv Baxi, Rebate
Next projects.
(More work)
