The financial utility
the masses were promised
and never got.
We built TaxosAgent because the system is broken — not by accident, but by design. The Big Four serve the Fortune 1000 at $2,000 per hour. The 99% — 33 million small businesses, 180 million individual filers — get worse software, worse advice, and worse trust.
That ends now.
Not aspirations. Structural commitments.
Free means free.
No upsell traps. No bait-and-switch tiers. No "free" that becomes $159 when you hit page 3. TurboTax paid $141 million in FTC fines for exactly this. We exist because that cannot stand. W-2 filing is free. Your first Genie analysis is free. There is no dark pattern. The price you see is the price you pay.
Every recommendation has a name.
Behind every Genie answer is a licensed professional whose CPA, EA, or state professional license is on the line. We don't hide behind "AI-generated content." We don't disclaim our way out of accountability. We stand behind every recommendation because the professional standing behind it does too. The IRS told taxpayers not to rely on AI alone for complex questions. We agreed — that's why we built it differently.
Your data stays yours.
Raw client documents never leave our sovereign hardware. No tax return uploaded to TaxosAgent has ever touched an external cloud server without PII scrubbing and your explicit consent. We run OCR locally. We run AI locally. The cloud is a last resort, not a first instinct. Your data isn't a product. It's a responsibility.
The incumbents are retreating. The lane is open.
of TurboTax's workforce laid off May 20, 2026 — while their AI was giving wrong answers
of US tax filers face higher taxes in 2026 as TCJA provisions expire — and no one is explaining what to do
businesses stranded when Bench collapsed Christmas 2024 — because their data was on someone else's servers
IRS Direct File programs available for 2026 — the government cancelled it, leaving the free lane open
We are not a tax product. We are the operating system every person's financial life deserves.
- S-Corp payroll optimization
- Augusta Rule income exclusion
- Cost segregation on real estate
- Qualified Opportunity Zone investing
- Hire-your-children strategies
- R&D tax credits for any business
- The freelancer who thinks they're just a sole proprietor
- The landlord who doesn't know about cost segregation
- The W-2 employee paying too much because their CPA was too busy
- The small business owner who can't afford a Big Four firm
- The immigrant family who was never taught this system
- The next generation who deserves a head start
We never stop building. The roadmap isn’t promises — it’s how we operate.
Tax filing + AI strategy + bookkeeping + entity formation
Embedded banking, payroll, 1099 generation, contractor payments
Genie SDK for fintech partners, TaxosAgent API, international expansion
Community investment pools, financial utility for healthcare + legal
A fraction of a penny on every financial compliance transaction globally
Win-win-win-win. That's the constitution. Kris wins. Clients win. Community wins. World wins. If a decision doesn't satisfy all four, it doesn't ship.
Come home to the platform that's on your side.
Free filing for W-2 filers. AI strategy for business owners. Our money-back guarantee backs every recommendation. A licensed professional reviews every return.