When was Tax Planner Pro founded?

Tax Planner Pro was founded in 2015.

Where is Tax Planner Pro located?

Tax Planner Pro is headquartered in Bonita Springs, United States.

Who is the current CEO of Tax Planner Pro?

Christopher Ragain Cpa of Tax Planner Pro. They have also founded 2 companies.

How many employees does Tax Planner Pro have?

As of Apr 30, 2026, the latest employee count at Tax Planner Pro is 2.

Is Tax Planner Pro a funded company?

Tax Planner Pro is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Tax Planner Pro rank among its competitors?

Tax Planner Pro ranks 294th amongst 591 active competitors, of which 45 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was TaxDown, which secured $4.65M in Mar, 2026.

Who are the top competitors of Tax Planner Pro?

Tax Planner Pro's top competitors include TaxDown, TaxBuddy and Numeral One. Among them, TaxDown secured the most recent funding round in March, 2026.

Tax Planner Pro - 2026 Company Profile, Team & Competitors

Company Details

AI-powered tax planning software for accountants, advisors, and bookkeepers. Automate tax projections and deliver impressive planning strategies with this SaaS platform. It offers personal and business tax projections, side-by-side simulators, and customizable reports. The software integrates with QuickBooks Online and allows for staff collaboration with customized logins. Leverage AI to uncover hidden savings with its intelligent engine. It provides tools for tax projection engagements, helping professionals save time and increase revenue. Features include tax strategy modules, bookkeeping integration, and various support options. It is a B2B solution designed to empower financial professionals with advanced tax planning capabilities.

Website: taxplannerpro.com
Social

Key Metrics

Founded Year

2015

Location

Bonita Springs, United States

Stage

Public

Ranked

294^th among 591 active competitors

Employee Count

2 as on Apr 30, 2026

Similar Companies

TaxDown & 713 more

Exit Details

Public

View Tax Planner Pro's full profile

Tax Planner Pro has not raised any funding rounds yet.

The founders of Tax Planner Pro is Christopher Ragain Cpa. Christopher Ragain Cpa is the CEO of Tax Planner Pro.

Here are the details of Tax Planner Pro's key team members:

Christopher Ragain Cpa: Founder and CEO of Tax Planner Pro and founder of 1 other company.

View details of Tax Planner Pro's Founder profiles and Board Members

Tax Planner Pro's employee count trend

Tax Planner Pro has 2 employees as of Apr 26. Here is Tax Planner Pro's employee count trend over the years:

Employee count trend for Tax Planner Pro

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Top competitors of Tax Planner Pro include TaxDown, TaxBuddy and Numeral One. Here is the list of Top 10 competitors of Tax Planner Pro, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	TaxDown 2018, Madrid (Spain), Series B	Cloud and app-based tax management solutions for individuals and businesses	$26.1M	Base10 Partners, Abac Nest & 19 others	69/100
2nd	TaxBuddy 2018, Mumbai (India), Seed	Provider of assisted and DIY online tax filing services	$3.68M	Zenith Global, Mangal Keshav & 40 others	65/100
3rd	Numeral One 2022, San Francisco (United States), Series B	Software-based sales tax automation management platform	$57M	Benchmark, Y Combinator & 5 others	62/100
4th	Lettuce 2023, San Francisco (United States), Series A	Automated accounting and tax management software	$52M	Zeev Ventures, Viola FinTech	61/100
5th	Vialto Partners 2022, New York City (United States), Acquired	Tax management, immigration, and mobility solutions for businesses	$225M	CD&R, HPS Investment Partners	60/100
6th	onShore Security 1991, Chicago (United States), Series B	Cyber security solutions provider	$46M	Vertex Ventures, FPV Ventures & 4 others	59/100
7th	Column Tax 2021, New York City (United States), Series A	Online tax refunds & tax monitoring solutions for individuals and businesses	$26.8M	Bain Capital Ventures, South Park Commons ... & 8 others	58/100
8th	TaxAct 1998, Dallas (United States), Acquired	Software-based tax filing platform for individuals and businesses	$85M	Capital Southwest, TA	58/100
9th	Tax Systems 1991, Staines upon Thames (United Kingdom), Acquired	Tax compliance and regulatory solutions for businesses	-	Rothschild & Co, BGF & 1 others	56/100
10th	Drake Software 1976, Knoxville (United States), Late Stage	Professional tax preparation software	-	Cinven	55/100
294th	Tax Planner Pro 2015, Bonita Springs (United States), Public	AI-powered tax planning software for accountants, advisors, and bookkeepers	-	-	20/100