What it sells
AI tax filing for complex returns
Business model breakdown
Buyer: who owns the budget?
Freelancers, contractors, solo business owners, S-Corps/partnerships, homeowners and rental owners filing complex returns.
Trigger: what makes them buy now?
Tax deadlines (Oct 15 extension, late filings), quarterly estimated taxes, messy 1099/K-1 income and missed deductions.
Workflow: what inputs become what output?
Link accounts, AI bookkeeper categorizes expenses, upload tax forms, AI plus CPA review, e-file federal and state, quarterly payments, tax-pro calls.
Economics: what it saves and how it charges
Annual subscription; claims $1.2B in tax savings found for users.
Distribution: how it reaches customers
Self-serve app and website with free 14-day trial, SEO calculators and 300+ tax articles.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2019 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.