TaxStatus
PrivateLast Round
Accelerator
Sep 6, 2023
Momentum
Top 25%
of companies Caplight tracks
Company Overview
TaxStatus operates in FinTech and is based in Frisco, Texas. Its latest recorded funding round was an Accelerator round in September 2023.
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
Wealth Management, Financial Data, Compliance & Risk, Accounting & Expense
Business Model
B2B
Customer Profile
Data as a Service, Subscription SaaS, Usage-Based SaaS, Freemium
AI Layer
Infrastructure
Historical Pricing
Historical view of private secondary pricing and transaction trends.
TaxStatus Comparables
Compare TaxStatus with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Chart | 77% | |
| FP Alpha | 74% | |
| Holistiplan | 73% |
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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 |
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Key People
Founding team and executive leadership
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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.
- Aug 21, 2026
Monthly visitors grew 135% MoM, from 3.6K to 8.6K.
- Oct 22, 2025
Accused of improperly retaining and reusing sensitive IRS transcript data for 22,000 taxpayers.
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Recent news
Latest coverage and updates
- receives_awardNov 11, 2026
In Sep '26, Tax Status Inc. receives the 2026 Wealth Management Industry Award in the Industry Disruptor category.
- launchesNov 11, 2026
Tax Status Inc. announces general availability of Discovery and Client Connector tools, which give advisory firms a continuously refreshed view of clients’ financial lives drawn directly from IRS records, on Nov 11th '26.
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TaxStatus Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about TaxStatus's valuation, stock price, and market status.
Is TaxStatus a public or private company?
TaxStatus is a private company.
What is the current stock price of TaxStatus?
TaxStatus is a private company, so its shares have no public market price. Caplight tracks TaxStatus's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is TaxStatus worth (valuation)?
Valuation information for TaxStatus is not publicly available.
Can I buy TaxStatus stock?
TaxStatus shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was TaxStatus's last funding round?
TaxStatus's most recent funding round was Accelerator on September 6, 2023.
Who are the main investors in TaxStatus?
Key investors in TaxStatus include JAM FINTOP.
Will TaxStatus IPO soon?
No public IPO plans have been announced for TaxStatus.
How can I track TaxStatus secondary market activity?
Caplight tracks bids, offers, and trades in TaxStatus's shares on secondary markets.