Locations
Frisco, TX, USA
industry
Finance · Information Technology · Professional Services
Size
11-50 employees
Stage
Seed
founded in
2017
Tax Status is an innovative Advice Personalization Engine and IRS Account Monitoring Platform designed for financial professionals and their clients. By analyzing over 3,000 data points per taxpayer, it provides hyper-personalized recommendations and insights, streamlining financial planning and IRS account monitoring. The platform allows users to access official IRS records, onboard clients quickly, and monitor tax-related activities in real-time, enhancing decision-making and transparency. With a focus on security and compliance, Tax Status aims to empower businesses and individuals by making tax records more accessible and actionable, positioning itself as a leader in the wealth tech space.
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