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TaxGPT - About the company

TaxGPT is a series A company based in San Francisco (United States), founded in 2023. It operates as a Provider of AI-powered tools for tax research, analysis, and client management. TaxGPT has raised $5.22M in funding from Y Combinator and LAUNCH Accelerator, with a current valuation of $*****. The company has 27 active competitors, including 5 funded and 1 that has exited. Its top competitors include companies like Ownwell, Jackson Hewitt and Holistiplan.

Company Details

Provider of AI-powered tools for tax research, analysis, and client management. The company offers solutions for answering tax questions, drafting memos, and analyzing tax documents. It provides a client intelligence system for storing documents, tracking entity relationships, and maintaining filing history. The company also offers an AI-powered audit and review tool that analyzes prepared tax documents.
Social
X
Key Metrics
Founded Year
2023
Location
San Francisco, United States
Stage
Series A
Total Funding
$5.22M in 3 rounds
Latest Funding Round
Post Money Valuation
$***** as on Mar 04, 2026
Ranked
Employee Count
50 as on Apr 30, 2026
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TaxGPT's funding and investors

TaxGPT has raised a total funding of $5.22M over 3 rounds. Its first funding round was on Feb 22, 2024. Its latest funding round was a Series A round on Feb 06, 2025 for $*****. 9 investors participated in its latest round. TaxGPT has 10 institutional investors and 1 angel investor.

Here is the list of recent funding rounds of TaxGPT:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Feb 06, 2025
4339356
Series A
5562001
9741419
2183464
9778377
2024
6054
Seed
4346
7202
8342
7687
Feb 22, 2024
5865237
Seed
7662565
2592191
7875478
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TaxGPT's founders and board of directors

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TaxGPT's employee count trend

TaxGPT has 50 employees as of Apr 26. Here is TaxGPT's employee count trend over the years:
Employee count trend for TaxGPT
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TaxGPT's Competitors and alternates

Top competitors of TaxGPT include Ownwell, Jackson Hewitt and Holistiplan. Here is the list of Top 10 competitors of TaxGPT, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Ownwell
Ownwell
2020, Austin (United States), Seed
Property tax saving & management solutions for individuals and businesses
$5.75M
57/100
2nd
Logo for Jackson Hewitt
Jackson Hewitt
1982, Parsippany Troy Hills (United States), Acquired
Online individual federal and state income tax preparation and filing services.
-
46/100
3rd
Logo for Holistiplan
Holistiplan
2019, College Station (United States), Funding Raised
Software for tax planning solutions for financial advisors
-
-
39/100
4th
Logo for TaxSlayer
TaxSlayer
2009, Evans (United States), Funding Raised
Online software for tax preparing and filing
-
38/100
5th
Logo for TurboTax
TurboTax
2018, San Diego (United States), Seed
Online tax preparation software for individuals, self-employed, and businesses
$20K
38/100
6th
Logo for TaxHawk
TaxHawk
2001, Provo (United States), Unfunded
Online platform for e-filing of tax forms
-
-
38/100
7th
Logo for TaxGPT
TaxGPT
2023, San Francisco (United States), Series A
Provider of AI-powered tools for tax research, analysis, and client management
$5.22M
34/100
8th
Logo for Domicile365
Domicile365
2019, Jersey City (United States), Unfunded
App-based tax day tracking and alert platform for various jurisdictions
-
-
32/100
9th
Logo for ONE STOP Taxes
ONE STOP Taxes
2014, Atlanta (United States), Unfunded
Online tax preparation and return filing services for individuals
-
-
30/100
10th
Logo for efile.com
efile.com
1997, Blacksburg (United States), Unfunded
Online tax preparation and e-filing platform with expert support
-
-
28/100
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TaxGPT's Investments and acquisitions

TaxGPT has made no investments or acquisitions yet.

Reports related to TaxGPT

Here is the latest report on TaxGPT's sector:

FAQs about TaxGPT

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