The platform tax offices actually run on.
TaxWallet unifies filing, payments, e-signatures, client portal, and mobile into one stack — consolidating the five to seven peripheral vendors most offices stitch together, running alongside the tax software you already file in. Founded by a 17-year industry operator, in production across 50+ offices since 2022.
Modern multi-tenant stack · AI OCR · real tax engine · 6 API services in production
Tax infrastructure, built by operators.
TaxWallet is the operating system for the tax industry — one platform that runs filing, payments, e-signatures, the client portal, and a branded mobile app for tax offices and the taxpayers they serve. Established in 2022by a 17-year industry operator, it’s live across 50+ offices and natively bilingual in English and Spanish.
Form W-2
Scanning…
Box 1
Wages
Box 2
Federal tax withheld
Box 17
State income tax
Box 12
Retirement (401k)
The AI engine reads a W-2 and maps every box to the return in under a second.
Tax offices were paying five to seven vendors to do one job.
So we consolidated that peripheral stack into a single platform — owned end to end, running alongside the tax software offices already file in, and proven in production since 2022.
Founded by a 17-year tax-industry operator.
One platform, not five vendors.
Filing, payments, e-signatures, client portal, CRM, and a branded mobile app live in one stack — one login, one bill, one source of truth. No integrations that almost talk to each other.
Built for offices under real pressure.
Peak-day volume, refund advances up to $7,500, and bilingual clients who expect answers now. TaxWallet was built to carry an office through a live filing season — not a demo.
A network, not a single brand.
Three brands ship from one codebase today, so partners get their own front door on shared, production-hardened infrastructure.
Proven in production.
50+ offices, 30,000+ returns accepted last season, a 98% IRS acceptance rate, and in production since 2022. Not projections — what the platform has already done.
The team behind TaxWallet
Operators and builders who have lived the tax-office grind — and rebuilt the infrastructure around it.
We’re hiring
Help build the rails for the tax industry.
Engineers, designers, and operators who’ve shipped real product.
See open positionsThe proof, in numbers.
Not projections, not a roadmap — what the platform has already done across real offices and real filing seasons.
50+
Tax offices on the platform
30,000+
Returns accepted last season
98%
IRS acceptance rate
6
API services, live
17
Years of founder experience
$7,500
Refund advances, up to
From one office to the industry’s platform.
Established 2022— do the math on the seasons. We’d rather show you the platform than a number that changes every April.
See the platform an office actually runs on.
Filing, payments, signatures, portal, and mobile in one stack — already in production across 50+ offices since 2022.
No setup fee · No credit card required · SOC 2-aligned