About TaxGenius
Empowering taxpayers with AI-driven insights to maximize their US income tax savings and optimize their financial future.
Our Mission
To democratize advanced US income tax optimization strategies by making sophisticated AI analysis accessible to every taxpayer, helping individuals and families keep more of their hard-earned money while staying compliant with US tax regulations.
Our Story
TaxGenius was founded in 2023 by a team of tax professionals, AI researchers, and financial technology experts who recognized a critical gap in the market: sophisticated tax optimization was only available to those who could afford expensive professional services.
After years of working with high-net-worth clients and seeing the dramatic impact that proper tax strategy could have on wealth building, our founders set out to create a platform that could bring these same insights to everyday taxpayers through the power of artificial intelligence.
Today, TaxGenius serves thousands of users across all 50 states, helping them discover an average of $2,400 in additional tax savings per year through our proprietary AI analysis engine.
By the Numbers
Our Core Values
Security First
Your financial data deserves the highest level of protection
Transparency
Clear explanations of how we identify savings opportunities
Innovation
Continuously advancing AI to serve taxpayers better
Accessibility
Making tax optimization available to everyone, not just the wealthy
Advanced AI Technology
Machine Learning Models
Trained on millions of tax scenarios to identify optimization patterns
Natural Language Processing
Understands complex tax document structures and language
Continuous Learning
Algorithms improve with each analysis while protecting privacy
Tax Law Integration
Real-time updates to reflect the latest tax regulations
Security & Compliance
Bank-Level Encryption
256-bit AES encryption for all data transmission and storage
SOC 2 Certified
Independently audited security and availability controls
Privacy by Design
Data minimization and anonymization built into every process
24/7 Monitoring
Continuous security monitoring and threat detection
Awards & Recognition
FinTech Innovation Award
2025 - Best AI Application in Financial Services
Customer Choice Award
2025 - Highest Rated Tax Software Platform
Security Excellence
2025 - Outstanding Data Protection Standards