Tax preparation

Taxfix

Online tax return service offering expert guidance and digital convenience.

Origin is a financial management platform that consolidates tracking, planning, and investing in one place. Users can assess their complete financial picture, receive personalized recommendations for budgeting and savings, and get real-time, AI-powered planning assistance with Sidekick. Origin also provides direct access to Certified Financial Planners for tailored advice. Their investment arm, Origin Invest, offers automated investing with no advisory fees and an expense ratio of 0.00%. The service aims to replace fragmented and expensive financial tools with an integrated solution for $12.99 per month, offering a 30-day free trial without requiring a credit card.

Origin

Origin simplifies finance with advice, tracking, saving, and investment.

Personal finance apps

Robo advisors

Fondo is an all-in-one accounting solution, targeting busy startup founders. It offers streamlined bookkeeping, tax filing, including Delaware Franchise Tax, Federal & State Corporate Income Taxes, and maximizes cash back through various tax credits like R&D and ERTC. With Fondo, startups can efficiently track metrics, analyze campaign results, and receive accurate financial reporting. For $1, the service will handle the filing of Delaware Franchise Tax before the deadline. Fondo's platform also aids in making informed business decisions by providing custom reports. They emphasize the ease of their service to save time and improve startup business operations.

Fondo

All-in-one accounting, tax, and analytics platform for startups.

Bookkeeping

Tax credits claims

Pilot is a US-based financial services firm focused on startups and growing companies, offering bookkeeping, tax, and CFO services. They are recognized as the largest startup-focused accounting firm in the US, with over 300 employees, including accountants and tax specialists. Pilot caters to various sectors such as consumer brands and professional services, providing customized accounting solutions. Their services range from financial statement preparation to tax filings and R&D tax credit claims. Pilot's tech-forward approach integrates deep with client tools for seamless operation. They also offer scalable support for businesses at any growth stage, from small startups to larger companies.

Pilot

Accounting, CFO, and tax services for startups and growing businesses.

CFO toolbox

Every.io provides a comprehensive back-office platform for startups and businesses, integrating banking, payroll, bookkeeping, and taxes into one seamless service. With FDIC insurance via partnerships and AI-driven bookkeeping, the platform offers real-time financial insights. It includes modern payroll solutions, HR support, and benefits management. AI autopilots help reduce administrative workload, enhancing efficiency. Every.io aims to simplify operations for founders, enabling them to focus on their core business. The platform promotes ease of use and quick setup, aiming to remove friction encountered with traditional financial services and HR solutions.

Every.io

Comprehensive back office solution: banking, payroll, bookkeeping, taxes, AI assistance.

Corporate credit cards

Corporate banking

Payroll

Firstbase offers a comprehensive platform for launching and managing a US business from anywhere in the world. They streamline company incorporation, provide growth tools, maintain compliance, and support with 24/7 customer service. Firstbase eliminates paperwork, legal complexities, and offers options like LLC or Corporation setup, state registration guidance, and swift bank account opening without requiring an EIN upfront. They ensure ongoing compliance, offer accounting services, a US address, and access to a suite of business tools with one-click applications. Their transparent pricing, dedicated support, and money-back guarantee make starting a company accessible and straightforward for global entrepreneurs.

Firstbase

Firstbase simplifies US business formation and compliance online globally.

Virtual mailboxes

Company & entity registration

Wealthsimple is a financial company providing easy online access to investing and saving tools. With options for custom-tailored portfolio management and self-directed stock and ETF trading without commissions, the platform tailors to various financial needs and goals. They extend support with expert advice and transparent practices to over 3 million Canadians. Wealthsimple promotes low fees and high-interest savings accounts, aiming to democratize traditionally exclusive investment opportunities to a broader audience. Their suite includes high-interest chequing accounts, often offering higher yields than traditional banks, alongside a clear-cut business model that aligns their success with their clients'.

Wealthsimple

Wealthsimple offers investing, saving, trading, and crypto services commission-free.

Consumer banking

Direct trading

Crypto exchanges & trading

Crypto staking

CoinTracker is a cryptocurrency tax reporting and tracking platform, enabling users to easily integrate their crypto wallets and exchanges for swift tax report generation. Catering to over 2 million users, CoinTracker simplifies the complex process of crypto tax filing by considering all possible scenarios. Its user-friendly interface, comprehensive support for cryptocurrencies, and seamless TurboTax integration make it a favorite among individual investors. CoinTracker not only provides portfolio tracking but also year-round tax assistance. Users can begin with a free plan and upgrade to gain advanced tax reporting features. It's lauded for its time-saving capabilities, automated DeFi transaction detection, and robust security measures.

CoinTracker

Cryptocurrency tax reporting with wallet and exchange integration solution.

Tax preparation

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