Tax Status
Financial Software · Texas, United States · 11-50 Employees
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Overview
Headquarters
2591 Dallas Pkwy Ste 300, Frisco, Texas,...Phone Number
(972) 377-0025Website
www.taxstatus.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Tax Status
TaxStatus is an Advice Personalization Engine and IRS account monitoring platform designed for financial professionals and their clients. The platform analyzes over 3,000 data points per taxpayer to provide hyper-personalized recommendations and streamline financial planning. It offers features such as client onboarding, IRS account monitoring, and identity verification, ensuring compliance and security. TaxStatus aims to enhance financial outcomes by delivering verified financial data and insights efficiently.Explore more
Tax Status Org Chart
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Tax Status is experiencing very low activity levels compared to other companies in the Software sector.
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Tax Status Tech Stack
A closer look at the technologies used by Tax Status
Tax Status News & Media
TaxStatus Launches Observations Tool for Advisors
The new capability analyzes IRS data to surface opportunities for advice across financial planning, investments, tax, estate, insurance and lending disciplines.TaxStatus Expands on Integration with Advice.ai
TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies.WealthStack Roundup: TaxStatus Launches Tax Tools
Two new tax prep tools launched from TaxStatus, PPB enhances platform and announces Delio partnership, and Alpaca is a unicorn.VenturEd Solutions’ SSS Powered by TaxStatus Unveils the Future of Financial Aid Awarding: a Smarter, Faster, and More Secure Process for Private K-12 Schools
School and Student Services® (SSS) powered by TaxStatus® has ushered in a new era of financial aid awarding for private K-12 schools with its groundbreaking, direct IRS integration, unveiled at the NAIS Thrive event. [PR.com]
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TaxStatus is an Advice Personalization Engine and IRS account monitoring platform designed for financial professionals and their clients. The platform analyzes over 3,000 data points per taxpayer to provide hyper-personalized recommendations and streamline financial planning. It offers features such as client onboarding, IRS account monitoring, and... Read More
