TaxGPT

TaxGPT

Private
San Francisco, CaliforniaFinTechhttps://taxgpt.com

Last 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

AI tax copilotTax AIAI for accountantstax compliance platformautomated tax researchtax workflow automationaccounting AIAI tax softwaretax professional toolsCPA toolsIRS notice responseautomated tax memo draftingclient communication automationsecure document analysisindividual tax filing

Historical Pricing

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Caplight Momentum Score

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TaxGPT Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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TaxGPT Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedFeb 7, 2025
AcceleratorJul 1, 2024
AcceleratorFeb 22, 2024

Key People

Founding team and executive leadership

Kashif Ali

Founder And CEO

Founding Team

TaxGPT Investors

Notable investors and investment history

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.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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TaxGPT Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about TaxGPT's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range46
Year Founded2023
Last FundingFeb 7, 2025

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