TaxPlanIQ
PrivateLast Round
Accelerator
Feb 28, 2023
Total Funding Raised
$25,000
Momentum
Top 10%
of companies Caplight tracks
Company Overview
TaxPlanIQ operates in Enterprise Software and is based in Southlake, Texas. Its latest recorded funding round was an Accelerator round in February 2023.
TaxPlanIQ is a financial software company that provides an AI-powered tax planning platform for accounting and tax advisory firms.
Sector
Enterprise Software
Verticals
Accounting & Expense, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
TaxPlanIQ Comparables
Compare TaxPlanIQ with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Corvee | 88% | |
| Juno | 87% | |
| Holistiplan | 84% |
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TaxPlanIQ Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 25, 2026
Grew 26% QoQ, from 19 to 24 employees.
- Jul 29, 2026
Grew 17% QoQ, from 18 to 21 employees.
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TaxPlanIQ Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about TaxPlanIQ's valuation, stock price, and market status.
Is TaxPlanIQ a public or private company?
TaxPlanIQ is a private company.
What is the current stock price of TaxPlanIQ?
TaxPlanIQ is a private company, so its shares have no public market price. Caplight tracks TaxPlanIQ's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is TaxPlanIQ worth (valuation)?
Valuation information for TaxPlanIQ is not publicly available.
Can I buy TaxPlanIQ stock?
TaxPlanIQ shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was TaxPlanIQ's last funding round?
TaxPlanIQ's most recent funding round was Accelerator on February 28, 2023.
Who are the main investors in TaxPlanIQ?
Investor information for TaxPlanIQ is not publicly disclosed.
Will TaxPlanIQ IPO soon?
No public IPO plans have been announced for TaxPlanIQ.
How can I track TaxPlanIQ secondary market activity?
Caplight tracks bids, offers, and trades in TaxPlanIQ's shares on secondary markets.