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Tax Preparation Startups

Updated November 2026

Companies in the tax preparation sector developing innovative solutions and technologies.

Explore 34 recently funded tax preparation companies with verified founder contact information and fundraising data.

Total Companies
34
Total Funding
$608.7M
Avg Funding
$24.3M
Global Reach
5
countries

Top Cities for Tax Preparation

San Francisco
Santa Monica
New York
Chicago
Rancho Santa Fe
Providencia

Recently Funded Companies

Export
San Francisco, United States

Numeral is a tax compliance software company that helps businesses manage sales tax, VAT, and GST obligations.

$100.0M raised
Sep 2026

Founder Contacts

41,000+ verified contacts

Santa Monica, United States

Jupid Tax offers AI-driven solutions for micro, automating LLC incorporation, management, and bookkeeping without human involvement.

$840K raised
Apr 2026

Founder Contacts

41,000+ verified contacts

New York, United States

Zamp is a sales tax solution that combines technology, automation, and human experience to totally remove sales tax off your plate.

$17.0M raised
Apr 2026

Founder Contacts

41,000+ verified contacts

Chicago, United States

K1x develops software solutions that support tax compliance, data management, and reporting for investment entities.

$175.0M raised
Apr 2026

Founder Contacts

41,000+ verified contacts

Rancho Santa Fe, United States

Juno offers automation for modern tax firms, focusing on research, preparation, review, and advisory services.

$12.0M raised
Apr 2026

Founder Contacts

41,000+ verified contacts

San Francisco, United States

Marble is a platform that helps tax professionals with tax research and tax return preparation using AI agents.

$9.0M raised
Dec 2025

Founder Contacts

41,000+ verified contacts

Providencia, Chile

Cenit offers an AI-driven SaaS platform that enables financial institutions to tailor client experiences.

$1.8M raised
Nov 2025

Founder Contacts

41,000+ verified contacts

San Francisco, United States

Sphere is an AI-powered cross border compliance platform

$21.0M raised
Nov 2025

Founder Contacts

41,000+ verified contacts

Denver, United States

Deduction is a tax firm that uses AI and the tax agent tool Taylor(CPAI) to simplify and improve tax filing.

$2.8M raised
Nov 2025

Founder Contacts

41,000+ verified contacts

Berlin, Germany

AnyTax modernises and automates the tax process by creating embedded tax & accounting solutions.

$1.2M raised
Oct 2025

Founder Contacts

41,000+ verified contacts

Vila Olímpia, Brazil

Velotax is the easiest way to keep customers' income tax information in an organized and centralized way.

$23.1M raised
Oct 2025

Founder Contacts

41,000+ verified contacts

San Francisco, United States

Anrok is a global sales tax solution platform that automates sales tax compliance for modern commerce.

$55.0M raised
Oct 2025

Founder Contacts

41,000+ verified contacts

Woodbury, United States

Rivet is a tax prep firm, designed to make tax season less taxing.

$5.1M raised
Sep 2025

Founder Contacts

41,000+ verified contacts

San Francisco, United States

Soraban is building an admin AI assistant for accounting firms

Aug 2025

Founder Contacts

41,000+ verified contacts

New York, United States

April offers embedded tax planning and filing tools that integrate into financial platforms to power smarter, real-time tax decisions.

$38.0M raised
Jul 2025

Founder Contacts

41,000+ verified contacts

New York, United States

Solomon develops AI-powered tax automation software that streamlines tax filing, compliance, accounting, and financial work for businesses.

$8.5M raised
Jul 2025

Founder Contacts

41,000+ verified contacts

New York, United States

Filed helps firms process more returns in less time by cutting prep, reducing review, and freeing teams for higher-value work.

$17.0M raised
May 2025

Founder Contacts

41,000+ verified contacts

Lewes, United States

Smart Automation Built for Scaling Tax Firms

$330K raised
May 2025

Founder Contacts

41,000+ verified contacts

Franklin, United States

HubSync is a software company that develops an AI-powered workflow automation platform for CPA firms and accounting practices.

$100.0M raised
May 2025

Founder Contacts

41,000+ verified contacts

San Francisco, United States

TaxGPT uses artificial intelligence and tax information to automate tax filing.

$4.6M raised
Feb 2025

Founder Contacts

41,000+ verified contacts

Dublin, Ireland

Pie simplifies tax management with its app offering bookkeeping, real-time tax figures, easy returns, and advice.

$668K raised
Feb 2025

Founder Contacts

41,000+ verified contacts

New York, United States

Scout is a financial planning company that offers financial education, wealth management, and tax preparation services for athletes.

$56K raised
Jan 2025

Founder Contacts

41,000+ verified contacts

San Francisco, United States

AI agents for US tax and accounting firms.

$750K raised
Jan 2025

Founder Contacts

41,000+ verified contacts

Forest Hills, United States

True is a software company that offers automation services for financial services and tax preparation services.

$6.0M raised
Dec 2024

Founder Contacts

41,000+ verified contacts

Palo Alto, United States

Kick is a self-driving bookkeeping company developing a social banking platform to crowdsource tax deductions and cashback.

$9.0M raised
Oct 2024

Founder Contacts

41,000+ verified contacts

Showing 1 to 25 of 34 companies

About the Tax Preparation Startup Ecosystem

The tax preparation sector is an active area of startup innovation and venture capital investment. Companies in this space are developing new technologies, platforms, and services that address evolving market needs and create new business opportunities.

Funding Trends in Tax Preparation

Tax Preparation companies raise capital across various funding stages, from early seed rounds to late-stage growth financing. Investor interest in this sector is driven by the size of the addressable market, the pace of technology adoption, and the potential for scalable business models.

Growth Outlook

The tax preparation sector is expected to continue evolving as technology advances, market dynamics shift, and new opportunities emerge. Companies that demonstrate strong product-market fit, efficient growth, and clear competitive advantages are well-positioned to attract continued investment.

Tax Preparation Funding Breakdown

Here is how funding is distributed among the 34 tax preparation companies tracked in the VCBacked database.

Average Funding
$24.3M
Total Funding Tracked
$608.7M
Countries Represented
5

Distribution by Funding Stage

Other25 companies

Top Cities for Tax Preparation

1.San Francisco
7 companies$190.3M
2.New York
5 companies$80.6M
3.Santa Monica
1 companies$840K
4.Chicago
1 companies$175.0M
5.Rancho Santa Fe
1 companies$12.0M

Related Industries

Companies in the tax preparation sector often overlap with or complement businesses in adjacent industries. Exploring related verticals can help you discover additional companies, identify partnership opportunities, and understand the broader competitive landscape.

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