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Maximize your Savings with Smart Tax Strategies

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Retirement & IRA Optimization

Personalized Retirement Strategies

  • Advice on contributions to Tax Advantaged Retirement Accounts
  • Strategic Withdrawal to minimize Taxes including RMD
  • Roth Conversions, avoid higher Medicare Premiums & Optimize Social Security Benefits

Equity & Capital Gains Planning

Maximize Every Dollar from Equity and Investments

  • Project tax implications involved with ISOs, NSOs, or RSUs.
  • Advice on 83(b) Elections & QSBS Status securing favorable tax treatment on future gains
  • Alternative Minimum Tax considerations, timing & holding period optimization

Equity & Capital Gains Planning

Maximize Every Dollar from Equity and Investments

  • Project tax implications involved with ISOs, NSOs, or RSUs.
  • Advice on 83(b) Elections & QSBS Status securing favorable tax treatment on future gains
  • Alternative Minimum Tax considerations, timing & holding period optimization

Tax Loss Harvesting

Turn investment losses into tax savings

  • Identify losses that offset gains, maximizing your tax savings
  • Avoid wash sales, optimize reinvestment
  • Monitor & Automate throughout the year to benefit from market volatility

International Tax Planning

Stay Compliant Worldwide

  • Minimize Global Tax Liabilities, avoid double taxation
  • Manage cross border transactions
  • Strategize relocation with minimal tax implication

International Tax Planning

Stay Compliant Worldwide

  • Minimize Global Tax Liabilities, avoid double taxation
  • Manage cross border transactions
  • Strategize relocation with minimal tax implication

Real Estate

Maximize your Real Estate Returns through Advance Tax Planning

  • Conduct cost segregation to accelerate depreciation, maximizing deductions
  • Execute 1031 exchanges, self-directed IRAs to defer capital gains tax
  • Recommend optimum legal structure to minimize taxes & protect assets

Self-Employed & Schedule C Optimization

Calculate & Schedule Quarterly Estimated Tax Payments

  • Maximize eligible deductions on Schedule C, claim Tax credit, QBI deduction
  • Proactive planning to time purchases/investments & recordkeeping guidance for audit protection
  • Entity structure advice to reduce self-employment tax liability

Self-Employed & Schedule C Optimization

Calculate & Schedule Quarterly Estimated Tax Payments

  • Maximize eligible deductions on Schedule C, claim Tax credit, QBI deduction
  • Proactive planning to time purchases/investments & recordkeeping guidance for audit protection
  • Entity structure advice to reduce self-employment tax liability

Estate & Gift Planning

Secure you Family's Financial Future with Strategic Asset Protection and Tax Efficient Strategic Planning

  • Trust & Asset Structuring
  • Maximize Tax Free Transfers
  • Ensure IRS compliance

Health Care, Dependent Care & Commuter Benefits

Maximize Tax Savings while taking care of your health & dependents

  • Contribution optimization, eligibility determination, carryover & Investment Strategy for HSA, FSA, LPFSA
  • Compare DCFSA with Child & Dependent care Tax Credit
  • Pre Tax contribution setup, IRA Limit Management for commuter benefits

Health Care, Dependent Care & Commuter Benefits

Maximize Tax Savings while taking care of your health & dependents

  • Contribution optimization, eligibility determination, carryover & Investment Strategy for HSA, FSA, LPFSA
  • Compare DCFSA with Child & Dependent care Tax Credit
  • Pre Tax contribution setup, IRA Limit Management for commuter benefits

Education Savings

Save Taxes while Planning for College Expenses

  • 529 Plans for Estate Planning
  • Utilize State Tax Benefits and credits
  • Avoid Penalties from distributions for non-qualified items

Stay on Track with Quarterly Payments

  • Make quarterly estimated tax payments confidently
  • Track your tax estimates for RSUs, bonuses, rental, and any other additional income  
  • Get 1-on-1 expert help making your quarterly payment accurately

Stay on Track with Quarterly Payments

  • Make quarterly estimated tax payments confidently
  • Track your tax estimates for RSUs, bonuses, rental, and any other additional income  
  • Get 1-on-1 expert help making your quarterly payment accurately

Stop overpaying to the IRS.
Start saving on Taxes

$500
Average penalty paid
per individual
$7B
Total penalties by
high earners in 2023
$5000+
Average tax savings our
clients unlock each year

Avoid IRS Penalties
& Save 1000’s of
dollars in Taxes

Tax Strategies

We’ll guide you to strategies approved by IRS, so you’re maximizing tax savings.

Never Miss a Deadline

Automated reminders help you pay on time, every time.

Opportunity Insights

See potential opportunities and learn exactly how to implement them.

How it works?

Share Your Info

Upload your pay stub, RSU schedule, previous tax-filing and other relevant documents

Expert Review

CPA analyzes your info and discusses personalized tax plan

Execute

Understand your plan, approve, and start saving right away.

One-Time
Annual
One Flat Price, Zero Surprises
Every plan includes proactive reminders, custom support, and an expert review—no bots, no hidden fees.

Starter

$95

$49

Essential coverage for those just getting started
Retirement Optimization
Equity Planning
Capital Gains planning
Education Savings
Health Care
Dependent Care
Commuter Benefits
Tax Loss Harvesting
Real Estate
Self Employed
Schedule-C Optimization
Estate & Gift Planning
Get Started

Comprehensive

$249

$99

For those navigating complex tax events and tailored strategies
Retirement Optimization
Equity Planning
Capital Gains planning
Education Savings
Health Care
Dependent Care
Commuter Benefits
Tax Loss Harvesting
Real Estate
Self Employed
Schedule-C Optimization
Estate & Gift Planning
Get Started
One Flat Price, Zero Surprises
Every plan includes proactive reminders, custom support, and an expert review—no bots, no hidden fees.

Why Taxagon?

Security and Privacy First

We take security & privacy seriously. Your sensitive financial data is protected with industry-leading security measures, including encryption, secure data storage, and SOC 2 compliant practices.

Expertise meets Technology

Taxagon brings together a team of seasoned tax professionals and the latest technology to deliver strategic, personalized tax solutions. Our team leverages the latest tools to deliver most accurate tax solutions—so you get the best of both worlds.

Comprehensive All-in-One Service

From tax planning and filing to financial planning and bookkeeping, Taxagon is your one-stop destination for all your financial needs. As your situation evolves, our scalable services grow with you—ensuring you're always covered.

Here’s what customers are saying

Knowledgeable!

"Moving across states and selling stocks for our primary home was a nightmare. Thanks to Taxagon, I understood the best way to navigate taxation."

Amit R
Excellent Support!

"Team is very professional and always available for my queries"

Priya S
Saved me money!

"I always maxed out Traditional 401K. With Taxagon, I realized there are better strategies for my situation"

Brain L
Smooth Process!

"The entire process was seamless and stress-free. I truly appreciate how easy they made it for me, so I could  focus on work and family”

Vikram Mehta
Highly Recommend!

"I wasn’t aware how the latest tax changes would impact me. The tax pro helped me identify couple of strategies that made a big difference”

Jay M
Very Helpful

"As a first-time business owner, planning and filing taxes can be daunting. Taxagon helped me optimize Schedule C and provided a detailed plan to take advantage of different Tax breaks for small business owners like me”

Meera P

Protected by the
highest security
standards

IRS Authorized, e-filer

End-to-End Encryption

Secure and private

Stay Updated on Latest Tax Saving Strategies.

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