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Keeper

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Keeper

AI tax filing for complex returns

keepertax.com
HQ: San Francisco, CA, USA
11-50
Fintech

Company research

Public company, workplace, funding, and market signals

Overview

Keeper is a San Francisco-based tax-filing platform for freelancers, creators, contractors, and small businesses. It combines AI-driven deduction detection and tax-return analysis with human tax professionals to handle complex returns and year-round support.

Primary product

AI-assisted tax filing and deduction-tracking platform for complex individual and small-business returns

Founded

2019

Headquarters

San Francisco, California, United States (44 Montgomery St, Suite 02-176)

Team size

20-30 employees

Work style

Flexible

Industry

Accounting

Sub-industry

Tax filing software / AI tax prep

Offices

44 Montgomery St, Suite 02-176, San Francisco, CA
333 Hayes St, San Francisco, CA

Business model

subscription SaaS
AI-assisted tax filing
human-in-the-loop tax services

Funding

Stage

Series A

Total raised

$15.9M

Latest round

Series A · Apr 2021

Latest amount

$13M

People & investors

Leadership

David Kang

CEO

Matthew King

Cofounder and CTO

Krislyn Chan

Chief Growth Officer

Rob Patchen

Director of Operations

Will Reich

Head of Partnerships

Founders

Paul Koullick

Founder / ex-CEO

Investors

e.ventures
Foundation Capital
Headline
Ilya Volodarsky
Jack Altman
Jeff Seibert
Matrix Partners
Y Combinator

Work & culture

Mission-driven, small-team culture centered on transparency, accessibility, hard work, creativity, compassion, and low-ego execution. The company emphasizes AI plus human expertise, year-round support, and a product philosophy of transparent pricing with no hidden upsells.

Work style

Flexible

Visa sponsorship

Limited

Compensation

Public job listings show engineering compensation around $130K-$175K base salary with equity grants (e.g. 0.05%-0.25%), plus standard benefits. Visa support appears limited to US work authorization, green card, or H-1B; F1 OPT is not supported.

Benefits

health insurance
dental insurance
vision insurance
401(k)
unlimited PTO
paid parental leave
company laptop
MacBook and equipment budget
$600 tech stipend
biannual offsites
paid travel, room, and board for off-sites
weekday lunch reimbursement

Product & market

Pricing

Flat-fee subscriptions with tiered annual plans; publicly listed plans include $20/month deductions-only, $199/year Standard, $399/year Premium, and $1,199/year Business.

Differentiators

  • —AI + human accountants for final review
  • —automatic write-off detection
  • —supports complex returns and many income types
  • —year-round tax pro support
  • —flat pricing with no hidden upsells
  • —audit protection and accuracy guarantees
  • —tax-return analysis and deduction discovery
  • —built for 1099 and other independent-work income

Technology

Stripe
React Native
React
Amplitude
Trustpilot
Webflow
Figma
Zendesk
OpenAI
MySQL
Contentful
Canva
YouTube
Upwork
machine learning
LLMs
human-in-the-loop workflows

Customers

freelancers
1099 contractors
gig workers
creators
self-employed workers
sole proprietors
small businesses
LLC owners
S-corporations
partnerships
W-2 employees with side hustles
Upwork independent professionals
ShiftKey licensed professionals

Competitors

TurboTax
H&R Block
TaxAct
TaxSlayer
FreeTaxUSA
FlyFin
Heru
Finmo

Scale & contact

Estimated revenue

$1M-$10M

Estimated monthly visits

228.1K

Traffic estimate as of Jun 2026

support@keepertax.com+1 (415) 644-8982

Signals & risks

Other
May 2025

Paul Koullick publicly said he was stepping back as CEO and passing leadership to co-founder David Kang; the company publicly acknowledged the transition.

Source

Latest news

Keeper featured in the 2025 AICPA and CPA.com Startup Accelerator

AICPA / YouTube · May 2025

AICPA’s accelerator interview highlighted Keeper’s AI-driven accounting and bookkeeping workflow, product vision, and reliance on AI plus human review.

Keeper publicly announces CEO transition to David Kang

LinkedIn (Keeper) · May 2025

Keeper said Paul Koullick was stepping back as CEO and that co-founder David Kang would lead the next chapter.

Keeper rebrands and broadens from tax write-off tracker to full tax platform

Keeper · Apr 2025

Keeper explained the rebrand from Keeper Tax to Keeper and said the product had expanded into filing, credits, deductions, and audit protection beyond write-off detection.

Upwork chooses Keeper as its US tax partner

Keeper · Apr 2025

Keeper announced a partnership with Upwork to give U.S.-based independent professionals access to its tax product at a discount.

AboutAsk an AccountantCareersHomepageInstagramLinkedIn companyMedia kitResearchX / Twitter
SourcesOfficial homepageAboutMedia kitResearchTax filing / product pageAsk an AccountantLinkedIn company pageY Combinator company pageTechCrunch 2019 funding articlePR Newswire Series A announcementOfficial rebrand announcementUpwork partnership announcementCEO transition postY Combinator jobs pageWeb traffic estimate page

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