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Comprehensive Financial Planning

Get live access to a (human) Certified Financial Planner (CFP®) who generates a custom financial plan tailored to your situation.

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We find your missed opportunities

TAXAGON PHILOSOPHY

We find your missed opportunities

AI detects potential tax deductions. Start by answering a few simple questions and securely uploading your past tax returns. We'll scan your tax returns for eligible tax deductions automatically.

Here’s how it works

We calculate your optimal tax strategy

One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Taxagon also finds eligible accounts to increase your tax savings. This is the backbone of your financial plan.

This is the backbone of your financial plan

We build your financial plan

Based on your accounts, we build a personalized plan to optimize your investments, tax advantages, debt, and goals. Think of it as a clear plan of action for securing your financial future.

The goal? put as much money as possible

You reach financial freedom sooner

We make sure every dollar you earn ends up in the smartest place, automatically, based on your unique goals. Taxagon democratizes complicated and powerful tax-saving strategies to help you save money and build wealth.

Taxagon coveres many scenorios

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Tax Planning

Master Your Finances with Strategic Tax Planning

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Retirement Planning

Secure Your Future with Smart Retirement Planning

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Insurance Planning

Protect What Matters with Comprehensive Insurance Planning

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Estate Planning

Preserve Your Legacy with Expert Estate Planning

Go beyond your savings and
investments

Sure, savings are important but so are taxes, income, where you live, debt, how you spend money and more

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Taxes:

State modelling, itemized deductions, brackets

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Income:

Work, Social Security, annuities, pensions

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Real Estate:

Future purchases and sales

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Dept:

Student loans, mortages, credit cards

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Goals:

What matters most to you

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Budget:

Recurring and one-time purchases

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Medical:

Medicare and long term care

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... and dozens of factors too

You reach financial freedom sooner

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Financial freedom is the age you can retire and live off of your assets until you're 93.

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As your personal tax advisor, Taxagon ensures that you're always in the optimal financial lane.

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Finally, you won’t have to wonder if you’re doing the best things for your money.

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With Taxagon, you can set up your tax savings plan quickly, without the high-priced team

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OPTIONS

Find the plan for you

We'll help you starting at square one. Read our guides, calculate the potential gains, and choose the right strategy.

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EXECUTE

Get your customized legal documents

We'll generate your personalized, legally valid documents using our partners, at low cost and in under 48 hours.

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PROFIT

Tax-optimized earnings

Manage your tax-advantaged accounts and enjoy the power of compounding using tax advantaged investments.

Proven results and real impact

Our users have created hundreds of millions of dollars of additional gains with our tax
planning solutions. And they've been able to commit even more to charity.

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The sooner you start, the more
time your money has to grow

Join our live webinar to see how Taxagon can transform your tax planning. Learn about tax advantaged accounts directly from our team. Join 1,000+ founders, employees, and investors Who trust Taxagon.

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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customer

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I love working with Taxagon because I feel like I'm being handheld

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and save money on taxes

Get in touch

We’re here to help if you have any questions.

Schedule a call with us, message us, or send an email.

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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.