# TaxGPT

TaxGPT is an Asset Manager based in San Francisco, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** 537 Jones Street, #3430, San Francisco, CA 94102, United States
- **Assets under management:** Undisclosed
- **Website:** www.taxgpt.com
- **LinkedIn:** https://www.linkedin.com/company/taxgpt

## Regulatory record

- **Reports private funds:** No

## About

AI-powered tax assistant for accountants & tax pros. TaxGPT co-pilot boosts productivity by 10x. Secure & accurate. Save time and streamline operations.

## Sectors

- Enterprise Software
- AI/ML

## People

- Kashif — Co-founder
- Isabella — Co-founder

## Questions

### Who runs product and engineering decisions at TaxGPT?

Co-founders Kashif and Isabella lead the company, including product and engineering direction, according to the firm's website. The team has scaled to over 20 people spread across three continents and six time zones. Further details on exact operational roles or additional leadership hires are not publicly disclosed.

### How does TaxGPT ensure the accuracy of its AI-generated tax advice?

TaxGPT states that its research module provides citation-backed responses drawn directly from the IRC, Treasury Regulations, court cases, and official IRS guidance. The output is framed as a copilot for tax professionals, with the practitioner remaining responsible for review, rather than as standalone advice.

### What security certifications does TaxGPT hold for handling client tax data?

The firm holds SOC 2 Type II certification, as stated on its website. Client data is encrypted on AWS and Azure infrastructure, and the platform includes automatic PII redaction. TaxGPT states that client data used in workflows is not applied to model training.

### Does TaxGPT replace existing tax preparation software?

No. The Cowork AI agent system is designed to operate inside a firm's existing tax and practice management software without replacing it. The firm's software remains the system of record, and the Cowork agents are positioned as workflow execution tools that direct existing applications.

### What types of tax returns can Agent Andrew review?

Agent Andrew is built to analyze prepared tax documents including the 1040, 1065, 1120, and 1120-S. It identifies red flags for errors that increase audit risk and green flags for overlooked tax savings opportunities, generating a downloadable report for practitioner review.

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Last updated: 2026-06-03T20:00:00.000Z

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