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COMPANY PROFILE

Taxfyle

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Disruptive accounting-based applications for ios and android platforms

Miami, United StatesFounded 2015Fintech
Valuation $100–250M Last recorded · 2022
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Taxfyle and the history behind them.

About Taxfyle

Taxfyle is an innovative online platform that connects individuals and businesses with licensed Certified Public Accountants (CPAs) and Enrolled Agents (EAs) for comprehensive tax preparation and filing services. Operating in the financial technology sector, Taxfyle serves a diverse range of clients, from individual taxpayers to small and medium-sized enterprises (SMEs). The company leverages a user-friendly interface where clients can upload their documents, answer straightforward questions, and get matched with a tax professional who handles the rest of the process. This model ensures that clients receive expert assistance tailored to their specific tax needs without the hassle of traditional in-person consultations.

Taxfyle's business model revolves around providing bundled tax services at transparent, upfront prices. Clients can choose from various service packages that cater to different tax scenarios, ensuring affordability and convenience. The company generates revenue through these service fees, which are competitive compared to traditional tax preparation services. Additionally, Taxfyle offers a 30-minute consultation feature, allowing clients to discuss their tax situation with a professional before committing to a service package.

The platform guarantees maximum tax refunds and accuracy, backed by a network of over 7,200 licensed CPAs and EAs. This extensive network allows Taxfyle to handle a wide array of tax-related issues, from simple individual returns to complex business filings. The company also emphasizes security, using advanced measures to protect client data and ensure compliance with regulatory standards.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2015
Headquarters
Miami, United States
Employees
91
Open positions
None listed
Dealroom signal
68.7/100
Industry
Fintech
Sub-industry
Financial Management Solutions
Sector
Fintech, Accounting, App
Technology
Mobile app
Business model
SaaS
Client focus
b2b

Funding history

7 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES B✓Equity / VC Feb 2022 $20M $80M IDC ventures · Fuel Venture Capital ↗
SERIES A✓Equity / VC Sep 2018 $4.1M $16M Ocean Azul Partners · Fuel Venture Capital —
Showing the latest 2 of 7 recorded eventsBook a demo for the full funding history →

Growth signals

Taxfyle website traffic

Latest recorded traffic for Taxfyle is 29K monthly website visits, down 62.3% over the last three months. Taxfyle's team declined 7.1% over the past year.

Latest monthly visits29K 3-month web change-62.3% 1-year team growth-7.1%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

4 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed1 investor entered at this stage

  • Fuel Venture Capital

Series A2 investors entered at this stage

  • Ocean Azul Partners
  • IDC ventures

Other known investors1 additional known investor

  • Partners For Growth
Team profiled 14 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
3 countries with
team presence
🇺🇸 United States84.4%
🇳🇮 Nicaragua7.8%
🇵🇪 Peru7.8%
3 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Taxfyle on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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