Founded in 2015 in Miami by Richard Lavina and Michael Mouriz, Taxfyle operates as a two-sided platform linking taxpayers with a network of over 3,700 licensed CPAs and enrolled agents. The company has raised more than $35 million across multiple funding rounds, including a $20 million Series B in November 2021. Taxfyle serves over 100,000 users and partners with more than 200 CPA firms that use the platform to handle overflow work and staff augmentation.
Taxfyle's core offering spans personal tax returns, business filings, back-tax resolution, amended returns, and ongoing bookkeeping. Its matching algorithm routes each engagement to a credentialed professional based on complexity, tax type, and jurisdiction. All document exchange and communication occur within the platform's SOC 2-compliant environment, which also deploys two-factor authentication and anomaly detection.
For law firms and legal teams, Taxfyle functions as a staff-augmentation layer: a tax attorney or business lawyer can route client tax work to Taxfyle pros without maintaining in-house CPA capacity. The platform also supports accounting firms that need to handle seasonal spikes. Professionals are vetted, credentialed, and carry their own E&O coverage.
Taxfyle differentiates from general-purpose tax software by providing a human expert for every filing rather than a self-serve workflow. Its flat-fee pricing model and rapid matching — often within minutes — make it practical for high-volume or time-sensitive matters without the overhead of a retained accounting relationship.
Hands-on review pending.
