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Introducing TaxNexus

Everything tracked.
One place. One click.

Say goodbye to scattered spreadsheets and missed opportunities. TaxNexus brings your entire tax strategy into one elegant, automated dashboard.
Start your free trialLearn more
app.taxnexus.app/dashboard

Tax Year 2025 Summary

Projections based on data updated: Jul 23, 2026 · Tracker progress shown for 2026

Projected savings
$236,000.00
Across active strategies
Active strategies
9
Plan v1 · top: Defined Benefit
Rep hours
0 / 750
Augusta rule
0 / 14 days

Savings by Strategy

Share of $236,000.00
Defined Benefit / Cash Balance Plan
$75,000.0032%
Cost Segregation Study
$50,000.0021%
Qualified Small Business Stock
$30,000.0013%

Action Items

Upload your Form 1040 to unlock full projections
Consult with an actuary to set up the DB plan
app.taxnexus.app/strategy-catalog
Back to dashboard

Strategy Catalog

Complete library of tax strategies available in TaxNexus, grouped by planning area.

AVAILABLE STRATEGIES
121

How To Use This Catalog

Strategies with a tool link open a tracker or calculator already implemented in the app. Other strategies are advisory strategies available for planning, review, and professional implementation. Use "Add to Tax Plan" to include any strategy in your Tailored Tax Plan for review with your tax professional.

Search by name, code, category, or keyword...
Your plan: 9/20

Core Trackers & Calculators

19 STRATEGIES
REP_STATUS

Real Estate Professional Status

Qualifies a real estate professional to treat rental losses as non-passive when hour and participation tests are met.

VIEW FULL DETAILS
STR_LOOPHOLE

Short-Term Rental Strategy

Uses short-term rental rules and material participation tests to allow qualifying rental losses to offset active income.

VIEW FULL DETAILS
AUGUSTA_280A

Augusta Rule 280A

Lets a business rent the owner residence for legitimate meetings up to 14 days per year while excluding that rent from personal income.

VIEW FULL DETAILS
app.taxnexus.app/tax-plan

Tailored Tax Plan

Prioritized tax strategies, implementation steps, and advisory impact for the current planning year.
Version 1 · Generated Jul 23, 2026
AI-generated estimate — regenerating can surface a different strategy mix. Your tax professional confirms the final plan.

Plan based on your Tax Profile only. Upload and confirm your 1040 for a more precise analysis.
PROJECTED SAVINGS
$236,000.00
STRATEGIES
High confidence: 7
9
ACTION ITEMS
Average confidence: 82%
18
121+
Tax strategies in the catalog
$123.8K
Avg. projected savings identified
256-bit
Bank-level encryption
1-click
Audit assistant package export
Our Story

Built by people who were tired of tax chaos.

TaxNexus started with a simple observation: high earners were paying for four or five disconnected tools — a bookkeeping app, a mileage tracker, a cost segregation consultant, a residency spreadsheet — and still missing strategies their CPA never mentioned. We built the system we wished existed: one place that connects your bank data, surfaces every deduction and strategy available to you, and keeps you audit-ready year-round.

Our mission

Make sophisticated tax strategy accessible to every high earner — not just those who can afford a team of advisors.

Explore 121+ Tax Strategies

What we believe

Tax planning shouldn't require a PhD in accounting. If your software needs a manual, it's the software that's broken — not you.

See Pricing & Subscriptions

How we're different

We don't just track what happened. We project what's possible — and tell you exactly which moves to make before the deadline.

View Audit Assistant
Why switch

One subscription. Not a stack of them.

The average high earner is already paying for this — just spread across four logins, none of which talk to each other.

The old way

Multiple disconnected apps & manual effort

QuickBooks Self-Employed
$35/mo
MileIQ
$10/mo
Cost segregation calculator / consult
$150/mo*
Residency / day-count spreadsheet
Your time
CPA hours to find strategies
$300+/hr
4+ logins, nothing connected
$195+/mo
Save $1,150+/yr

With TaxNexus

Unified AI tax workspace

Bank feed + AI categorization
Included
Mileage & vehicle tracking
Included
Cost seg, 1031 & FTC calculators
Included
GPS residency day count
Included
121-strategy AI matching engine
Included
One login, everything syncedSave over $1,150 / year
$99/mo

Cheaper than the tools it replaces — and it's the only platform where all tax data talks to itself.

*Typical amortized cost of a standalone cost segregation study or advisory session.

Features & Tools

Everything tracked.
One powerful engine.

TaxNexus brings your entire tax strategy into one automated workspace — from AI-matched strategies to audit assistant.

app.taxnexus.app
Projected Savings
$236,000.00
9 Active Strategies
#1Defined Benefit Plan
$75,000
#2Cost Segregation Study
$50,000
#3QSBS Stock Exclusion
$30,000

Tailored Tax Plan Engine

Prioritized tax strategies with AI confidence scores, rationale, and exact implementation steps customized for your income profile.

Core Trackers & Calculators19 Strategies
REP_STATUS
Real Estate Professional Status
Qualifies rental losses as non-passive.
VIEW FULL DETAILS+ Add
STR_LOOPHOLE
Short-Term Rental Strategy
Uses STR rules and material participation.
VIEW FULL DETAILS+ Add
AUGUSTA_280A
Augusta Rule 280A
Rent residence tax-free up to 14 days.
VIEW FULL DETAILS+ Add
COST_SEG
Cost Segregation Study
Separates real estate components into shorter depreciation lives.
VIEW FULL DETAILS In plan
SEC179_BONUS
Section 179 / Bonus Depreciation
Accelerates deductions for eligible business equipment.
VIEW FULL DETAILS+ Add
CHARITABLE_GIVING
Charitable Giving
Coordinates cash gifts, appreciated assets, and timing.
VIEW FULL DETAILS+ Add
EXCHANGE_1031
1031 Like-Kind Exchange
Defers gain on rental real estate reinvestment.
VIEW FULL DETAILS+ Add
HOME_OFFICE
Home Office
Allocates eligible home expenses to business workspace.
VIEW FULL DETAILS+ Add
MILEAGE
Mileage
Documents business vehicle use for standard mileage.
VIEW FULL DETAILS+ Add

121 Strategy Catalog

Complete library of IRS-approved tax strategies organized by planning area — from real estate to retirement, credits to capital gains.

New York Day Count (183-Day Rule)204 / 183 Days
FEIE Foreign Days Abroad310 / 330 Days
⚠️NY statutory threshold crossed. Contemporaneous log generated.

Contemporaneous Trackers

Keep substantiated logs for Real Estate Professional hours, STR material participation, 1031 deadlines, and GPS-based residency tracking.

Audit Assistant PackageTax Year 2026
ZIP
Full Assistant Package Ready
Manifest + 1040 + Receipts + Participation Logs

1-Click IRS Audit Assistant

Download a complete, organized audit package with strategy versions, receipts, participation logs, and compliance records.

app.taxnexus.app/workspace
TaxNexus Modules

Tax Year 2025 Summary

Projections based on data updated: Jul 23, 2026 · Tracker progress shown for 2026

30% Done
Projected Savings
$236,000.00
Across active strategies
Active Strategies
9 Active
Plan v1 · top: Defined Benefit / Cash Balance Plan
REP Hours
0 / 750
Augusta Rule
0 / 14 days
Savings by Strategy
Defined Benefit / Cash Balance Plan
$75,000.00 (32%)
Cost Segregation Study
$50,000.00 (21%)
Qualified Small Business Stock (QSBS)
$30,000.00 (13%)
Foreign Tax Credit Optimization
$25,000.00 (11%)
Accountable Plan
$20,000.00 (8%)
Other (4 strategies)
$36,000.00 (15%)
Share of Total Savings

Each strategy's slice of the projection

$236KPROJECTED32%21%13%11%8%15%
Defined Benefit / Cash Ba...
Cost Segregation Study
Qualified Small Business ...
Foreign Tax Credit
Accountable Plan
Other (4)
Active Strategy Summary
Top 5 by Estimated Impact
DB
Defined Benefit / Cash Balance Plan
Status: Active · Est. Savings: $75,000
$75,000
CS
Cost Segregation Study
Status: Active · Est. Savings: $50,000
$50,000
QS
Qualified Small Business Stock (QSBS)
Status: Active · Est. Savings: $30,000
$30,000
FT
Foreign Tax Credit Optimization
Status: Active · Est. Savings: $25,000
$25,000
AP
Accountable Plan
Status: Active · Est. Savings: $20,000
$20,000
Action Items
2 pending
1
Upload W-2 for Defined Benefit Plan calculation
High priority · DB Plan setup blocked
2
Confirm Cost Segregation property details
Medium priority · Review rental property info
🤖

TaxNexus AI Assistant

Ask questions in plain language about your tax plan, strategies, and required evidence.

🏦

Plaid Bank Integration

Securely link your business accounts to auto-import and categorize transactions.

📋

121-Strategy Library

Comprehensive catalog of IRS-approved tax planning strategies grouped by planning area.

📋

Trackers & Evidence

Log participation hours, vehicle trips, residency days, tax diary entries, and 1031 deadlines — all your substantiation in one place.

🛡️

IRS Audit Assistant

Export organized audit assistant packages with strategy versions, receipts, and manifests.

📊

Interactive Calculators

Model cost segregation, §179 bonus depreciation, Augusta rule, and FEIE savings.

Pricing

Priced for what it replaces.

Two tiers. Billed monthly or annually. Cancel anytime.

MonthlyAnnual
Save 16.7% · 2 months free
CORE
$49/mo
Billed monthly · cancel anytime
  • Bank feed + AI categorization
  • Mileage & vehicle tracking
  • Tax diary & document OCR
  • Budget calculator
  • ~25 core strategies
Track everything for free
Most popular
STRATEGIST
$99/mo
Billed monthly · cancel anytime
  • Everything in Core
  • Full 121-strategy catalog
  • Residency day count (GPS)
  • Cost seg / 1031 / FTC-FEIE tools
  • IRS Audit Assistant export
Free Trial

What Builders Say About TaxNexus.

The industry has chosen automated strategy as the premier place to optimize tax output. TaxNexus is uniquely positioned to own this space.

BD

Brian Douglas

Founder and CEO, Open Sauced

One thing that TaxNexus does incredibly well is its strategy matching speed. When you analyze thousands of tax rules, those milliseconds add up.

AI

Abhi Ingle

Chief Product Officer at Sambanova

While building our tax agent, we hit logic engine limits. TaxNexus jumped in, contributed a working ruleset within hours, and fully unblocked us.

HC

Harrison Chase

CEO & Founder of LangChain

Maintaining a homegrown tax spreadsheet solution for global contractors was expensive and time-consuming. We wanted to move forward with real AI.

PvdB

Paul van der Boor

Vice President of AI at Prosus

Provisioning audit package exports used to be a pain. Existing tools focused on manual entry. TaxNexus approach is much smarter — automated & instant.

JS

Jernej Strasner

Director of Engineering at Sentry

At last, we can standardize tax deduction tracking to function more like a well-oiled machine than bespoke paperwork. Reduces human error completely.

SW

Shawn Wang

Writer, Speaker, Developer Advocate

The developer experience of setting up tax automation rules with TaxNexus feels like modern CI/CD for personal finance. Unmatched precision.

SD

Sarah Drasner

VP of Engineering at Google

Instant feedback loops on projected tax savings make TaxNexus feel like magic. It brings real-time insights to tax planning.

GR

Guillermo Rauch

CEO & Founder of Vercel

Declarative tax rules and 1-click audit assistant exports remove toil completely. This is how financial infrastructure should be engineered.

KH

Kelsey Hightower

Principal Engineer & Keynote Speaker

Clean architecture, deterministic strategy matching, and real-time state tracking. TaxNexus sets a new benchmark for financial software.

MH

Mitchell Hashimoto

Co-founder of HashiCorp
Ready to simplify your tax strategy?

Stop paying for four tools
that don't talk to each other.

Track everything in one place — for less than you're paying now, and with none of the manual work.

app.taxnexus.app/start
TaxNexus Builder & AI Engine

Convert scattered spreadsheets into your automated Tax Plan

Connect your bank feeds, auto-match against 121+ proven IRS strategies, and track statutory residency in real-time.

Bank feed + AI categorization built-in
1-click IRS Audit Assistant package export
GPS Residency day-count tracking
Start your free trial →Compare plans
Live Projected Savings
$236,000.00
+121 Strategies
Defined Benefit Plan
$75,000
Cost Segregation Study
$50,000
QSBS Exclusion
$30,000
Audit assistant Ready: All 9 active strategies documented & exported with 1-click.