TaxGPT is an AI-powered tax platform built for accounting and tax professionals, as well as individual taxpayers. Founded in 2023 by Kashif Ali and Isabella Maceda-Ali, the company is headquartered in the US and raised $4.6M in a seed round in February 2025, backed by Y Combinator, CRV, Rebel Fund, and others, bringing total funding to approximately $5.22M. The platform functions as an AI operating system for tax workflows, combining tax research, document analysis, client intelligence, return review, and communication drafting in a single system. Its AI models are trained on authoritative federal, state, local, and Canadian tax sources vetted by CPAs and tax attorneys, and are updated in real time as tax laws change. The research engine returns cited answers to complex multi-jurisdiction questions in seconds. For tax professionals, TaxGPT offers a Co-Pilot mode that handles research, writing tax memos, drafting replies to IRS notices, and analyzing prepared returns. Agent Andrew is a dedicated return review tool that runs over 25,000 diagnostic checks per return across forms including 1040, 1065, 1120, and 1120-S. A client intelligence module stores documents, tracks entity relationships, and maintains filing history so the AI can tailor research and recommendations per client. Individual taxpayers can also use TaxGPT to ask tax questions, identify deductions, and plan their personal tax situation using the same underlying AI engine. The platform is SOC 2 Type II certified with enterprise-grade encryption on AWS and Azure infrastructure. As of early 2026, TaxGPT reports over 80,000 active users including more than 10,000 CPAs, tax lawyers, and enrolled agents serving 250,000 clients, and has approximately 52 employees. Key features: - AI tax research covering federal, state, local, and Canadian jurisdictions with cited answers - Agent Andrew: automated return review with 25,000+ diagnostic checks per return (1040, 1065, 1120, 1120-S) - AI Tax Writer for drafting tax memos, client emails, and IRS notice responses - Client intelligence module tracking documents, entity relationships, and filing history - Individual taxpayer assistant for deduction discovery and tax planning - SOC 2 Type II certified with encryption on AWS and Azure - Real-time tax law updates integrated into the AI models - Free tier allowing up to 5 tax questions per month
Starter: $149/user/month (or ~$1,599/year); Professional: $299/user/month; Enterprise: custom, reported from ~$15,000/year for 50 users; free tier available (5 questions/month)