Personalized tax planning with an expert to identify tax-advantaged investment structures.
Whether you're planning for high earned income, capital gains, or something else, we can help you reduce your taxes by up to 50% or more.
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Invest in your future — and the planet's
If you're a high earner, you've likely maxed out your traditional tax-advantaged accounts. Take the next step by writing off up to 90% of your total income with federal green energy tax incentives.
Pay zero taxes when you sell your shares, crypto, and other public equities
With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you'd otherwise owe when you sell. Reinvest those savings and watch your money grow faster
Keep more of every dollar you earn
It's your biggest win yet. Make it even bigger with tax planning. Whether you're a founder planning for an exit or an employee optimizing for post-IPO growth, Double your exemption (or more!) with QSBS stacking.
If you are eligible for the Qualified Small Business Stock exemption, you're in luck: You get the best tax break in the business. And if you expect to earn more than $10 million when you sell your assets, you can do even better. Multiply your exemption with QSBS stacking.
With Taxagon, you can set up your tax savings plan quickly, without the high-priced team
OPTIONS
Find the plan for you
We'll help you starting at square one. Read our guides, calculate the potential gains, and choose the right strategy.
EXECUTE
Get your customized legal documents
We'll generate your personalized, legally valid documents using our partners, at low cost and in under 48 hours.
PROFIT
Tax-optimized earnings
Manage your tax-advantaged accounts and enjoy the power of compounding using tax advantaged investments.
Proven results and real impact
Our users have created hundreds of millions of dollars of additional gains with our tax planning solutions. And they've been able to commit even more to charity.
Experience the power of Taxagon: A live tax strategy session
Join our live webinar to see how Taxagon can transform your tax planning. Learn about tax advantaged accounts directly from our team. Join 1,000+ founders, employees, and investors who trust Taxagon
Everything you need to find the tax-advantaged plan
With a tax efficient Charitable Lead Annuity Trust (CLAT), you can bring forward charitable deductions to write off up to 100% of the income you’ll earn this year
“🌟 Excellent Service by Taxagon — Special Thanks to Shanmukh
I had an outstanding experience with Taxagon for my tax filing and ITIN application support. From start to finish, the process was smooth, professional, and extremely well-handled.
I would especially like to highlight Shanmukh, who went above and beyond to assist me. He guided me through every step of the ITIN request, documentation, and tax filing process with great patience and clarity. What truly impressed me was his dedication and commitment — even during his final working hours, early in the morning before heading home, he made sure all my documents were reviewed.
Later, when I needed an urgent update related to my SSN change before an appointment the next day, Shanmukh went the extra miles — he personally returned to office immediately and helped me prepare the updated documents on time. That level of support, professionalism, and care is truly rare.
His follow-ups, timely communication, and willingness to help made the entire process stress-free. I am very thankful for his help and highly recommend Taxagon, especially Shanmukh, for anyone looking for reliable, efficient, and customer-focused tax and ITIN services.
⭐ Highly recommended!”
“I have filed taxes with them for the year 2024. Shanmukh and entire team provided outstanding service and process completed smoothly. I got my federal and state tax returns on time. They have been clarifying the questions related to exemptions and also appreciate their prompt response and follow-ups regarding my concerns.
I am happy with the service provided and definitely recommend others to utilize their pro-active services.”
“Recently I have filed taxes with TAXAGON for the year 2024. Entire team provided excellent service and process completed smoothly. I got my federal and state tax returns on time. They have been clarifying the questions related to exemptions and also appreciate their prompt response and follow-ups regarding my concerns.”
