ModernTax logo — Empowering financial service providers with accurate tax dat...

ModernTax

Empowering financial service providers with accurate tax data on small businesses and individuals.

Founded 2021 United States San Francisco, United States 3 employees Seed Total: $2.24M API, Financial Services +3

General Information

Company Name ModernTax
Founded Year 2021
Location United States San Francisco, United States +1
Employees 3
Industries API, Financial Services, Fintech +2
Funding Stage Seed
Social

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About ModernTax

ModernTax, founded in 2021, is carving out a niche in the intersection of API, Financial Services, Fintech, Information Technology, and SaaS. Headquartered in the United States, the company operates with a clear mission: Empowering financial service providers with accurate tax data on small businesses and individuals.

Their client portfolio is robust, encompassing financial institutions, Fortune 500 insurers, business services, fintech firms, and small business lenders. ModernTax offers tax data and API solutions, enhancing processes like lending, verifications, and KYC/KYB compliance—thereby providing valuable insights and expanding opportunities.

Recently, ModernTax secured a $100.00K Seed Round investment, led by the Northwestern Mutual Black Founder Accelerator on 09 October 2023. This underscores investor confidence in the company's innovative approach and growth prospects, making it a promising candidate for further investment.

Taxonomy: Tax Data Solutions, API Platform, Tax Automation, IRS Taxpayer Records, KYC/KYB Compliance, Virtual Tax Filing, Lending Verification, Employee Financial Benefits, Business Services, Fortune 500 Insurers, Small Business Lenders, Accounting Efficiency

Services & Products

Tax Transcript Retrieval
Employment & Income Verification
API Documentation
Tax Payment Verification

Target Customers

SBA Lenders Commercial Banks HR Platforms Background Check Providers Developers Loan Underwriters CTOs and Engineering Teams

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 1
Investor
09 Oct 2023
Seed Round •••••• 6
Investor Investor Investor Investor
•••• ••••
15 Jun 2021
Seed Round •••••• 3
Investor Investor
•••• ••••
01 Feb 2020
Convertible Note •••••• - 24 May 2018
Angel Round •••••• - 14 Sep 2017

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FAQ About ModernTax

Empowering financial service providers with accurate tax data on small businesses and individuals.
ModernTax was founded in 2021.
ModernTax is headquartered in San Francisco, United States.
ModernTax operates in the following industries: API, Financial Services, Fintech, Information Technology, SaaS.
ModernTax has approximately 3 employees.
ModernTax has completed 5 funding rounds, raising a total of $2.24M. The latest funding stage is Seed.
ModernTax offers: Tax Transcript Retrieval, Employment & Income Verification, API Documentation, Tax Payment Verification.
Top alternatives and competitors to ModernTax include Beers, Hamerman, Cohen & Burger, PC, 세무특공대, ERNEST D KELLY LLC, Schmersahl Treloar CPA, Pellini Gold Cordes, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ModernTax and Beers, Hamerman, Cohen & Burger, PC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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