About
TaxStatus is a fintech company that offers a platform for financial advisors and tax professionals to access verified IRS financial data. Their software streamlines tax planning by providing direct access to client tax records, enabling more accurate analysis and proactive recommendations. The company targets wealth management firms, RIAs, CPAs, and other financial institutions.
Pricing
View pricing page ↗Technology stack
detected 2026-06-17Est. monthly stack spend~$90/mo
CDN
Cloudflare
Email
Microsoft 365
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Frequently asked
What does TaxStatus do?
TaxStatus is a fintech company that offers a platform for financial advisors and tax professionals to access verified IRS financial data. Their software streamlines tax planning by providing direct access to client tax records, enabling more accurate analysis and proactive recommendations. The company targets wealth management firms, RIAs, CPAs, and other financial institutions.
How much funding has TaxStatus raised?
TaxStatus has raised a total of $4M in funding. The most recent round on record is Seed Round.
Where is TaxStatus headquartered?
TaxStatus is headquartered in Frisco, United States.
When was TaxStatus founded?
TaxStatus was founded in 2017.
What industry does TaxStatus operate in?
TaxStatus operates in Financial Software, Fintech, Big Data, Analytics Platform, Workflow Automation, Data Platform.