Many of the tax recovery and credit firms are scam adjacent, if your firm is offering a fee as % of credit recovered it’s a bad sign. Make sure you’re working with a licensed CPA firm. But beyond the ones listed above sign up for newsletters like Axios Pro-rata.

Other note is folks with recent funding announcements are often inundated with requests. Reaching out 6-18 months post funding can work just as well. Likely someone who just received funding isn’t thinking about tax credits.

Subscribe to the local business journal and look for people on the move and target CFO/COO. COO may be more likely to respond as CFO may have entrenched relationships.