TaxGPT
PrivateLast Round
Seed
Feb 7, 2025
Est. Valuation
$1.79M
Total Funding Raised
$5.23M
Momentum Score
25 /100
Company Overview
TaxGPT is a financial technology company that has developed an AI-powered co-pilot platform for accounting and tax firms. The platform is designed to increase productivity by automating tax research, client communications, and document collection. It provides instant, human-verified answers to complex tax queries, generates tax memos, and automates responses to IRS notices. Founded in 2023 by Kashif Ali and Isabella Maceda-Ali, the company is backed by investors including Y Combinator, Rebel Fund, and Mangusta Capital. Initially conceived for individual use, the company pivoted to serve the professional tax and accounting market.
Sector
FinTech
Verticals
RegTech, Accounting & Expense, Vertical SaaS, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
TaxGPT Comps
Public and private peers based on sector, stage, and business model.
TaxGPT Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 7, 2025 | ||||
| Accelerator | Jul 1, 2024 | ||||
| Accelerator | Feb 22, 2024 |
TaxGPT Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Goodwater Capital | Seed |
| Mangusta Capital | Seed |
| LAUNCH Accelerator | Accelerator |
| CRV Disrupt Fund | Seed |
| Goodwater Genesis | Seed |
| TRAC AI/VC Unicorn Fund | Seed |
| Principal Venture Partners | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 24, 2026
Launched its first autonomous tax workflow agent.
- Mar 21, 2026
Added Better Than Yesterday, LLC as a customer.
TaxGPT Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about TaxGPT's valuation, stock price, and market status.