Identify top tax-saving opportunities

Personalized tax planning with an expert to identify
tax-advantaged investment structures.
Whether you're planning for high earned income,
capital gains, or something else, we can help you
reduce your taxes by up to 50% or more.

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Invest in your future — and the planet's

Invest in your future — and the planet's

If you're a high earner, you've likely maxed out your traditional tax-advantaged accounts. Take the next step by writing off up to 90% of your total income with federal green energy tax incentives.

Pay zero taxes when you sell your shares, crypto, and other public equities

With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you'd otherwise owe when you sell. Reinvest those savings and watch your money grow faster

Pay zero taxes when you sell your shares, crypto, and other public equities

Keep more of every dollar you earn

Keep more of every dollar you earn

It's your biggest win yet. Make it even bigger with tax planning. Whether you're a founder planning for an exit or an employee optimizing for post-IPO growth, Double your exemption (or more!) with QSBS stacking.

If you are eligible for the Qualified Small Business Stock exemption, you're in luck: You get the best tax break in the business. And if you expect to earn more than $10 million when you sell your assets, you can do even better. Multiply your exemption with QSBS stacking.

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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Experience the power of Taxagon:
A live tax strategy session

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

Everything you need to find the tax-advantaged plan

With a tax efficient Charitable Lead Annuity Trust (CLAT), you can bring forward charitable deductions to write off up to 100% of the income you’ll earn this year

Learn about your options

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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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.