About Taxy

Making startup taxes effortless

We started Taxy because we experienced the pain of startup taxes firsthand. Missed deadlines, unexpected bills, hours wasted on compliance. There had to be a better way.

Our Story

In 2021, our co-founders Alex and David were running a small startup. Despite having raised funding and building a great product, they nearly went under because of taxes.

A missed sales tax deadline led to $40,000 in penalties. They discovered they had nexus in 8 states they didn't even know about. And they left $200,000 in R&D credits on the table.

That's when they realized: if tax compliance was this hard for smart, well-funded founders, it must be impossible for everyone else. So they decided to fix it.

Today, Taxy helps over 12,000 startups stay compliant and save money on their taxes. We've identified over $2.4 billion in tax savings for our customers, and we're just getting started.

$2.4B+

Tax savings identified for our customers

12,000+

Startups served

99.9%

Accuracy rate

Our Values

The principles that guide everything we do at Taxy.

Simplicity First

Taxes are complex. Our product shouldn't be. We obsess over making the complicated simple.

Accuracy is Non-Negotiable

When it comes to taxes, close enough isn't good enough. We aim for 100% accuracy, every time.

Customer Obsession

We succeed when our customers succeed. Every feature we build starts with a customer problem.

Transparency

No hidden fees, no surprises. We believe in being upfront about what we do and how we do it.

Meet the Team

Tax experts, engineers, and operators building the future of tax compliance.

AC

Alexandra Chen

CEO & Co-Founder

Former tax attorney at Sullivan & Cromwell. Harvard Law. Built tax systems for 3 unicorn startups.

DO

David Okonkwo

CTO & Co-Founder

Ex-Stripe engineer. Led the team that built Stripe Tax. MIT computer science.

RM

Rachel Martinez

VP of Product

Previously product lead at Gusto. 10+ years in fintech. Stanford MBA.

JP

James Park

VP of Engineering

Former tech lead at Square. Built real-time systems processing $100B+ annually.

ST

Sarah Thompson

Head of Tax

CPA with 15 years experience. Former Big 4 partner specializing in R&D credits.

MR

Michael Rivera

Head of Customer Success

Built support teams at Notion and Linear. Obsessed with customer experience.

Our Journey

From a two-person team to serving thousands of startups.

2021

Founded in San Francisco

1
2021

Raised $4M seed from First Round Capital

2
2022

Launched R&D credit automation

3
2022

Reached 1,000 customers

4
2023

Raised $25M Series A led by Sequoia

5
2023

Expanded to all 50 states

6
2024

Reached 10,000 customers

7
2025

Launched AI-powered tax assistant

8

Backed by the Best

We're proud to be supported by world-class investors who believe in our mission.

Sequoia Capital

Lead Investor

First Round Capital

Seed Investor

Y Combinator

W22 Batch

Elad Gil

Angel Investor

Security You Can Trust

Your financial data is sacred. We use bank-grade security to protect every piece of information you share with us.

  • SOC 2 Type II certified
  • 256-bit AES encryption
  • Regular third-party audits
  • GDPR compliant

Want to learn more?

We'd love to hear from you. Reach out to our team or schedule a demo.