Mainstreet

Mainstreet is a cutting-edge, AI-driven financial platform designed to help startups and small businesses in the United States uncover and claim valuable tax credits with remarkable ease and accuracy. Founded in 2019 and headquartered in San Jose, California, Mainstreet has rapidly positioned itself as a trusted partner to companies seeking to streamline their back-office operations and maximize savings on federal, state, and local taxes. Its primary mission is to democratize access to complex business tax incentives, particularly Research and Development (R&D) tax credits, which are often left unclaimed due to administrative hurdles or a lack of specialized expertise. The company’s core offering is its proprietary platform that analyzes a business’s payroll, accounting, and operational data to match it with available tax credits. The onboarding process is simple and transparent: users sign up in minutes, connect their business systems, and Mainstreet’s algorithms scan for hundreds of eligible credits. The platform generates personalized credit estimates and prepares all necessary paperwork, allowing businesses to claim what they’re entitled to without navigating the labyrinth of IRS regulations alone. Notably, Mainstreet’s team of in-house CPAs, tax code specialists, and experienced tax consultants provides best-in-class support throughout the process, ensuring that each claim is IRS-compliant and fully documented. One of Mainstreet’s standout features is its integration with popular payroll and accounting software such as Gusto, QuickBooks, ADP, and Justworks. This seamless connectivity allows it to automatically scan, identify, and process tax credit opportunities every month with minimal input from the business owner. If a qualifying credit is identified, Mainstreet provides all the forms required for annual tax filings and even offers step-by-step guidance to support collaboration with a client’s existing CPA or accounting partner. For busy founders and small business teams, this automation turns a daunting and time-consuming process into a fast, straightforward workflow—clients simply review, approve, and submit prepared documentation at tax time. Security and audit assurance are at the forefront of Mainstreet’s operations. The company emphasizes that, to date, none of the thousands of businesses it has assisted have been audited, and it stands behind its work with robust guarantees. In the unlikely event of an IRS audit resulting from a Mainstreet-prepared claim, the company pledges to cover up to $1,000,000 in accountant fees, penalties, or interest due to an error on their part, providing clients with an extra layer of confidence and risk protection.

Mainstreet stands out in the competitive landscape of tax credit, financial, and back-office solutions for startups and small businesses by combining proprietary AI technology, expert human support, and a user-centric experience designed for speed, accuracy, and security. Its primary competitive edge lies in making the complex process of identifying and claiming valuable tax credits—especially R&D credits—straightforward and virtually effortless for its clients. Unlike traditional consultants or competitors who may require extensive paperwork and multiple meetings, Mainstreet’s platform automates credit discovery by integrating directly with popular payroll and accounting software. This real-time connectivity gives customers the ability to sign up quickly, receive ongoing scans for hundreds of possible credits, and benefit from dynamic, data-driven identification of savings unique to their organization. Qualified customers receive IRS-compliant documentation and seamless filing support, making the claims process not only fast but also hassle-free. A significant differentiator is the high-touch support layer Mainstreet provides. Clients gain access to an in-house team of seasoned CPAs, tax code specialists, and founders with decades of combined experience. This expert support ensures not just technical accuracy but also personalized advice, tailored eligibility analysis, and peace of mind—attributes not always matched by algorithm-only platforms or generic tax consultants.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)