Stop Filing Your Taxes. Start Engineering Them.
The 365-day tax intelligence platform that turns reactive filing into proactive strategy. Built for investors, business owners, and high-net-worth individuals who refuse to leave money on the table — and the advisors who serve them.
Free while TaxMint is in closed beta.
How It Works
From sign-up to actionable tax intelligence in four steps.
Secure Your Strategy Session
Sign in with Google. Your data is encrypted in transit and at rest with per-family keys.
Establish Your Baseline
Import prior returns via PDF or enter estimates. The engine maps your income, deductions, and credits automatically.
Model What-If Scenarios
Roth conversions, capital gains timing, entity comparisons, salary optimization — simulate before you commit.
Receive Actionable Intelligence
Dashboard alerts, AI-powered analysis, year-end countdown — your tax picture updated as your data changes.
Most users see their full tax picture in under 10 minutes.
The Planning Suite
20+ specialized tools organized by strategy. Every tool designed to turn tax data into tax intelligence.
Roth Conversion Simulator
Model conversion amounts against future tax brackets and RMDs
Capital Gains Simulation
Time harvesting and selling decisions for optimal tax impact
Entity Comparison
Compare S-Corp, LLC, and sole proprietor tax outcomes side-by-side
Salary Optimizer
Find the optimal W-2 vs distribution split for S-Corp owners
AMT What-If
Detect AMT exposure before year-end with scenario modeling
Year Comparison
Compare tax outcomes across multiple years to spot trends
Wash Sale Analysis
Flag 30-day wash sale violations before they cost you
Tax-Loss Harvesting
Identify harvestable losses across your portfolio positions
Dividend Tax Leakage
Quantify tax drag from non-qualified dividend placement
Carryforward Tracker
Track capital loss and NOL carryforwards across years
QBI Deduction
Calculate qualified business income deductions with phase-out logic
Dashboard Alerts
Real-time notifications when tax-impacting events are detected
AI Strategy Analysis
AI-powered review of your tax position with optimization insights
Tax Flow Sankey
Visualize how every dollar flows from income to liability
Year-End Countdown
Deadline-aware action items with days-remaining tracking
State Comparison
Compare effective tax rates across states for relocation planning
Tax Breakdown Charts
Interactive visualizations of your federal and state tax composition
Penalty Estimator
Estimate underpayment penalties and safe harbor requirements
The Cost of Inaction
Two taxpayers. Same income. Different approaches. Materially different outcomes.
| The Scenario | Reactive Filer | Proactive Planner |
|---|---|---|
| Year-End Capital Gains | Sells in December, realizes short-term gains at ordinary rates | Models timing in Q3, harvests losses, defers or converts to long-term |
| Tax Bracket Management | Discovers bracket creep when filing in April | Monitors marginal rate year-round, accelerates or defers income strategically |
| Roth Conversions | Misses low-income years ideal for conversion | Simulates conversion ladders across 5-year projections |
| Business Deductions | Scrambles for receipts at tax time, misses QBI threshold | Tracks deductions in real-time, optimizes entity structure mid-year |
| Compliance & Penalties | Underpayment penalties from missed estimated payments | Automated safe harbor alerts and quarterly payment tracking |
| Stress Level | April anxiety, extension requests, surprise bills | Year-round clarity, no surprises, filing is a formality |
The Difference? Approximately 4–7% of Your Net Income.
The tax code provides numerous provisions for taxpayers who plan ahead. TaxMint.ai makes those provisions visible and actionable — 365 days a year.
Join the waitlistThe Vault
Bank-level security for your most sensitive financial data.
AES-256-GCM Encryption
Field-level encryption with per-family keys managed by Google Cloud KMS. Sensitive financial data is encrypted at rest and in transit — and uploaded documents are not kept at all: a PDF is parsed for its figures and deleted.
No Credit Card Data Stored
All payment processing is handled by Stripe. No card number ever reaches our servers, and our database has no column able to hold one.
Privacy by Design
No data selling, no advertising partnerships. We hold your email address because we need it to reach you, and look you up by a keyed blind index rather than by searching it. Your financial data exists solely to serve you.
Multi-Factor Authentication
TOTP authenticator app support, required on every account. Sign-in is Google OAuth only — TaxMint stores no passwords at all.
Session Control
15-minute idle session timeout with automatic sign-out, aligned with IRS Publication 4557 and NIST SP 800-63 guidance. No stale sessions, no forgotten logins on shared devices.
Built on Certified Infrastructure
Runs on Google Cloud and Supabase, whose own SOC 2 audits cover the platforms — not TaxMint, which has not been audited. What is ours: zero-trust logging, with sensitive data never written to application logs.
For Tax Professionals
Give Your Clients 365-Day Tax Intelligence
Stop drowning in OBBBA complexity. TaxMint.ai gives your firm AI-powered planning tools that let you deliver proactive strategy to every client — not just during tax season.
Manage Clients Year-Round
Real-time dashboards show each client's tax situation, strategy opportunities, and deadline alerts. No more April surprises.
AI-Verified, Not AI-Guessed
Every figure is computed from versioned IRS and state tax data — never hardcoded — and cross-checked against an independent audit pass. Discrepancies above $2 are flagged for human review rather than silently accepted.
Scale Without Headcount
20+ planning tools and an AI strategy engine let mid-sized firms deliver Big 4-level tax engineering to hundreds of clients.
How It Works
Sign Up
Create your firm portal with Google sign-in
Invite Clients
Invite clients by email from your firm portal
Clients Upload Data
Clients import their W-2s, 1099s, and tax returns
You Strategize
Run simulations, flag opportunities, notify clients
Free during the closed beta. No credit card required.
Need a custom enterprise plan? Contact us
Simple, Transparent Pricing
One plan with every tool included. No hidden tiers, no feature gates.
- Full tax calculation engine
- 20+ planning & simulation tools
- AI-powered strategy analysis
- PDF tax return import
- Multi-year support (2024-2026)
- Capital gains & wash sale tracking
- Roth conversion simulator
- Year-end countdown & alerts
- Free during the closed beta
- Full tax calculation engine
- 20+ planning & simulation tools
- AI-powered strategy analysis
- PDF tax return import
- Multi-year support (2024-2026)
- Capital gains & wash sale tracking
- Roth conversion simulator
- Year-end countdown & alerts
- Free during the closed beta
Personalized Tax Strategy
Every subscriber gets access to a personalized Tax Strategy page — tailored insights and optimization opportunities based on your specific income, deductions, filing status, and financial goals. Not generic advice — strategies built from your actual data.
Free while TaxMint is in closed beta.
Have a promotion code? Apply it at checkout.