Accounting Today · Mar 2026
Reports TaxGPT’s browser-based Tax Prep Agent, its compatibility with existing tax software, and management claims about workflow automation and reduced prep time.
Company research
Public company, workplace, funding, and market signals
Overview
TaxGPT is a San Francisco-based AI tax copilot for accountants, tax professionals, and businesses. It automates tax research, memo drafting, client communication, document analysis, and increasingly autonomous tax workflows through products like TaxGPT Cowork and Agent Andrew.
Primary product
AI tax assistant / AI tax copilot for accounting and tax firms
Founded
2023
Headquarters
San Francisco, California, United States
Team size
11-50
Work style
Hybrid
Industry
Financial Services
Sub-industry
AI tax software
Offices
San Francisco, CA, USA (HQ)
Lahore, Pakistan
Atlanta, GA, USA
Ottawa, ON, Canada
Calgary, AB, Canada
Virginia Beach, VA, USA
Birmingham, AL, USA
Hanford, CA, USA
Raleigh, NC, USA
Alamo, TX, USA
Business model
subscription SaaS
free tier / freemium
B2B software
usage credits
Funding
Stage
Seed
Total raised
$5.2M
Latest round
Seed Round · Feb 2025
Latest amount
$4.6M
People & investors
Leadership
CEO & Founder
CTO & Co-founder
Marcus Seymour
Chief Revenue Officer
Chief Marketing Officer
Head of Enterprise
GTM Lead / Strategic Advisor
Technical Lead
Work & culture
TaxGPT publicly emphasizes innovation, accountability, commitment, teamwork, ownership, and transparency. The company appears to operate as a distributed, hybrid startup with office days in San Francisco and Lahore, and it markets a fast-moving builder culture focused on shipping tax AI products.
Work style
Hybrid
Compensation
Public hiring signals show senior engineering roles advertised around $140K-$160K, while the careers page says pay is matched to experience, skills, and value brought to the team.
Product & market
Pricing
Subscription with a free tier and virtual credits; annual billing is used for subscriptions.
Differentiators
- —citable answers from primary sources
- —AI-native tax workflow platform
- —Agent Andrew return-review automation
- —browser automation inside existing tax software
- —SOC 2 Type II with PII redaction and encryption
- —integrated client intelligence and filing history
- —US and Canada tax coverage
- —multi-agent workflow orchestration
Technology
OpenAI
Claude
GPT-4o
React
React Native
TypeScript
Python
Django
GraphQL
PostgreSQL
Terraform
Docker
Kubernetes
HubSpot
Intercom
Amplitude
Gainsight
GitHub Actions
CircleCI
AWS
Customers
accounting firms
tax professionals
CPAs
tax lawyers
enrolled agents
businesses
tax and accounting teams
Canadian tax professionals
Competitors
Intuit ProConnect
Drake Software
TaxSlayer Pro
CCH Axcess
Lacerte / SurePrep
Canopy
TaxAct
general-purpose LLMs such as ChatGPT and Claude
Scale & contact
Estimated revenue
around $4M annually (third-party estimate)
Estimated monthly visits
122.6K
Traffic estimate as of Jul 2026
Latest news
CPA Practice Advisor · Mar 2026
Covers the launch of TaxGPT’s Tax Prep Agent, which can read source documents, use browser automation to complete returns inside existing tax software, and hand off to Agent Andrew for review.
TaxGPT blog · Aug 2025
Official announcement of TaxGPT’s Canada expansion, including Canadian tax research, drafting, and document-analysis capabilities.
TaxGPT blog · May 2025
Official product launch for Agent Andrew, TaxGPT’s AI return-review agent that compares source documents with prepared returns and flags errors and deductions.
Axios · Feb 2025
Covers the $4.6M seed round and the company’s focus on AI support for CPAs and tax firms.
Jobs and careers at TaxGPT
0 jobs at TaxGPT
No open positions
Check back later for new openings