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Tax Preparation Startups

Updated July 2026

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

Explore 35 recently funded tax preparation companies with verified founder contact information and fundraising data.

Total Companies
35
Total Funding
$64.3M
Avg Funding
$6.4M
Global Reach
4
countries

Top Cities for Tax Preparation

New York
Forest Hills
Espinardo
Delaware
San Francisco
Providencia

Recently Funded Companies

Export
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

30,000+ 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

30,000+ verified contacts

Espinardo, Spain

Fiscoo is an online resource that provides people with smart tax management and planning advice.

$294K raised
Dec 2023

Founder Contacts

30,000+ verified contacts

Delaware, United States

Company formation and tax services in the United States.

$250K raised
Dec 2023

Founder Contacts

30,000+ 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

30,000+ 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

30,000+ verified contacts

San Francisco, United States

Sphere is an AI-powered cross border compliance platform

$21.0M raised
Nov 2025

Founder Contacts

30,000+ 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

30,000+ verified contacts

São João, Brazil

Incentiv.me focusing on generating positive social impact and connecting companies, and people through tax incentive laws.

Nov 2024

Founder Contacts

30,000+ 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

30,000+ verified contacts

Showing 26 to 35 of 35 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 35 tax preparation companies tracked in the VCBacked database.

Average Funding
$6.4M
Total Funding Tracked
$64.3M
Countries Represented
4

Distribution by Funding Stage

Other10 companies

Top Cities for Tax Preparation

1.San Francisco
2 companies$30.0M
2.New York
1 companies$56K
3.Forest Hills
1 companies$6.0M
4.Espinardo
1 companies$294K
5.Delaware
1 companies$250K

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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35 Tax Preparation Startups (2026) — Recently Funded Companies, Investors & Rounds | VCBacked