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
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
Keywords
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% |
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
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.
Request accessFrequently 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 with no public stock price. No recent secondary market data is available.
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. Visit https://www.caplight.com to learn more.
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 for private companies. Visit https://www.caplight.com to monitor TaxStatus's secondary market activity and sign up for updates.