Most of us in tech are first gen — first to go to college, first to be an engineer, first to be paid in hundreds of thousands of dollars.
At Taxagon, we’re building products and services to help you invest not just in yourself but also in your communities — all towards building lasting legacies of wealth and opportunity.
USED BY EMPLOYEES AT
"From Silicon Valley to Your Financial Success"
Our story began with Google engineers overwhelmed by hefty IRS tax bills. Through countless conversations with tech employees in Silicon Valley, we saw a common struggle: managing tax planning effectively. The need for tax structured plan was clear.
Our Mission
The complexities of the US tax system are mind boggling. Riddled with credits and tax breaks at the state and federal levels, it’s no wonder why the U.S. has 3x accountants per capita vs other developed nations. Even for middle class American households, getting a fair tax outcome requires an expensive accountant, so our mission at Taxagon starts there.
Every year, around 40 million American households overpay on their taxes by an average of $1,249. We call this phenomenon The Tax Tragedy
That's why we built Taxagon to make it seamless and simple for you to leverage the tax-advantaged investment structures used by billionaires like Mark Zuckerberg and Phil Knight. Earn up to 70% more in returns with strategies designed for the ultra-wealthy, now accessible to everyone.
Our Values
We rely on five core values for how we communicate, share information, and work towards our mission. Together, these values create our culture
Customer Obsession
Ownership
Empathy
Empowerment
Transparency
Our formula for success
At Taxagon, we value progress, innovation, and dedication. Here, we share a vision to create technology and processes that allows people to seamlessly access accounting and tax planning solutions, save time and improve over all quality of their life
This is how we’re changing the game
We’re redesigning accounting experience from the ground up around personalization, intelligence, and impeccable user experience. We think that people shouldn’t have to choose between the personalization and comfort of human services, and the convenience and accessibility of software.
What our customers are saying!
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Thanks to Taxagon, I can focus 100% on my work
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Taxagon helps me optimize my workload without sacrificing quality
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Without Taxagon, I don't think I would be able to do the work that I love
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I love working with Taxagon because I feel like I'm being handheld
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Frequently Asked Questions
The deadline to file federal income tax returns for most individuals in the U.S. is April 15th each year. If this date falls on a weekend or holiday, the deadline is extended to the next business day. You can request an extension to October 15th by filing Form 4868.
You need to file based on your income, filing status, age, and dependency status. Generally, single taxpayers under 65 must file if their gross income exceeds $13,850 in 2025. Self-employed individuals must file if they have net earnings of $400 or more.
To correct a previously filed tax return, use IRS Form 1040-X. You can file it electronically for most returns or mail it to the IRS. The deadline for filing an amended return is three years from the original filing date or two years from the date the tax was paid, whichever is later.
The penalty for not filing taxes is 5% of the unpaid taxes per month (or part of a month) up to a maximum of 25%. The penalty for not paying taxes is 0.5% of the unpaid taxes per month (or part of a month), also up to 25%. Interest is charged on any unpaid tax balance.
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Get in touch
We’re here to help if you have any questions.
Schedule a call with us, message us, or send an email.
If you have a calculation error with your tax preparation that allows for a larger refund (or less liability) than the return we prepared, we will refund any fees you paid us to use our service to prepare that return, and you may use our service to amend your return at no additional charge. To qualify, the larger refund or smaller tax liability must not result from differences or errors in the data you provided, your election not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws after January 1.
If our tax preparation pro makes an arithmetic error that results in your paying a penalty or interest to the IRS that you would otherwise not have been required to pay, we will reimburse you up to a maximum of $10,000. Should you receive an audit letter from the IRS or state tax authority for a return filed through April, deemed accepted, we will provide you with informational guidance. Taxagon will not represent you in front of the taxing authority or offer legal advice.
Please direct all your questions and concerns to info@taxagon.co.
