TaxStatus
PrivateLast Round
Accelerator
Sep 6, 2023
Company Overview
TaxStatus is a financial software company that provides a platform for financial advisors and tax professionals to access verified, IRS-sourced client data.
Sector
FinTech
Verticals
Financial Data, Wealth Management, Accounting & Expense, RegTech
Business Model
B2B
Customer Profile
Data as a Service, Subscription SaaS, Usage-Based SaaS, Freemium
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
TaxStatus Comps
Public and private peers based on sector, stage, and business model.
TaxStatus Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Sep 6, 2023 | ||||
| Seed | Oct 1, 2021 | ||||
| Accelerator | Jun 7, 2021 |
Key People
Founding team and executive leadership
TaxStatus Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The Venture Center | Accelerator |
| Jacobs Asset Management | Seed |
| FINTOP Capital | Seed |
| The Founders Arena | Accelerator |
| JAM FINTOP | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 1, 2025
Monthly visitors grew 143% MoM, reaching 3.4K.
- Nov 16, 2024
Monthly visitors grew 110% MoM.
TaxStatus Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about TaxStatus's valuation, stock price, and market status.
