Cover TaxWallet, accurately.
Logos, a fact sheet, and a one-page story you can quote directly — built so you get the details right the first time.
Fast facts
Everything you need to write about TaxWallet accurately — and an approved boilerplate to paste.
What it is
Tax infrastructure for professional offices — filing, payments, banking products, and reporting in one platform.
Established
2022. In production every filing season since.
Scale last season
30,000+ returns accepted at a 98% IRS acceptance rate across 50+ offices.
White-label brands
Three brands in production today — one codebase, three brands.
For developers
Six API services power filing, payments, and tax data for partners building on top.
Refund products
Refund advances up to $7,500 through partner banks, with multi-bank disbursement routing.
TaxWallet is tax infrastructure for professional offices — filing, payments, banking products, and reporting in one platform. Established in 2022, it has been in production every filing season since, accepting 30,000+ returns last season at a 98% IRS acceptance rate across 50+ offices. The same infrastructure powers three white-label brands and exposes six API services for partners building on top of it.
Company overview
The short version, on the record.
TaxWallet is tax infrastructure for professional offices — filing, payments, banking products, and reporting in one platform. Established 2022, it has been in production every filing season since.
The same infrastructure powers three white-label brands in production today and exposes six API services for partners building on top of it. The season numbers are below.
The story, for context
A modest, truthful frame for what TaxWallet is — and is not.
Built by operators
The platform was built by people who ran tax offices — which is why it consolidates the five-to-seven peripheral vendors most offices stitch together around their prep software into one login, instead of adding yet another tool.
One stack, many brands
A single codebase ships under three names. The white-label model is not a roadmap promise; it is how the product already runs in production.
Infrastructure, not an app
Six API services expose filing, payments, and tax data. TaxWallet is positioned as the rails other tax businesses build on, not just a destination.
Founded in 2022 and led by an operator with 17 years in the tax business, TaxWallet is deliberately early-stage and growing season over season. We keep our claims to what the platform has actually done — and we are happy to put a reporter in front of the people who run on it.
Brand assets
Download our logos. Please don’t recolor or distort the mark.
Press inquiries
Writing a story, fact-checking a claim, or want time with the founder? Reach out directly — you’ll get a real answer.
joel@taxwallet.ai