Your Books Are Your Competitive Advantage.
Not Your Tax Burden.

Whether you're a $2M restaurant or a scaling SaaS, most businesses close their books once a year and miss everything that matters. TaxFax turns real-time financial data into decisions that move the needle.

$847K Avg. Insights Per Business
89% Catch Missed Deductions & Credits
3,400+ Businesses Using TaxFax

The Annual Thinking Trap

Whether you run a restaurant, retail shop, or tech company...

  • Your books close once a year. You're flying blind 364 days.
  • Can't see which locations/products are actually profitable
  • Labor costs eating margins? You find out during tax season.
  • Seasonal cash flow surprises derail your planning
  • Missing deductions cost you $15K-$60K+ per year without knowing it
  • By the time you see the problems, it's too late to fix.

📈

Flying Blind

✓

Real-Time Financial Intelligence

For restaurants, retail, salons, services, and tech companies:

  • See which locations, products, or services are actually profitable—weekly
  • Labor and cost analysis that shows you exactly where margins leak
  • Seasonal cash flow forecasting so you're never surprised
  • Auto-surface deductions you're missing: vehicle, equipment, home office, meals
  • Monthly closes with a CPA who understands YOUR business model
  • Make decisions before problems compound. Not after tax season.

How Real-Time Financial Intelligence Works

1

Live Data

Connect your accounts. Transactions sync automatically. No manual entry.

2

Smart Categorization

AI learns your business. Categories update in real-time with 99%+ accuracy.

3

Strategic Insights

Profit by product line. Tax credits found. Runway alerts triggered. Decisions made.

4

Monthly Pulse

Monthly close + dedicated CPA review. Strategic guidance, not just compliance.

Businesses Making Better Decisions With Real-Time Data

"Saw that our downtown location was dragging profit down 18%. Closed it. Within 3 months, relocated those high-performers to better real estate. TaxFax made that visible in week 2."

Thomas Wright

Restaurant Group Owner, 4 locations

"Discovered we were missing $34K in equipment and home office deductions annually. That's what a full-time employee costs me. They found it in the first review."

Rebecca Martinez

Beauty Salon Owner

"Finally understand my seasonal cash flow. Stopped the guessing game on when to hire. Pricing is now based on real data, not intuition. Margins went from 12% to 28%."

James Lee

Retail Store Owner

Questions From Business Owners Like You

"How is this different from QuickBooks/Xero?"

Those tools record. We strategize. Monthly close, AI insights, dedicated CPA review, and growth decisions—not just data entry.

"Aren't monthly closes expensive?"

Our system automates 95% of it. Average ROI: $847K in found deductions, credits, and strategic clarity. Monthly cost is usually recovered in month one.

"What about investors and their reporting?"

We produce institutional-quality financials monthly. Puts you 10 steps ahead when due diligence hits. VCs will notice.

"Can I integrate with my existing systems?"

Yes. Works with every major accounting, payroll, and banking platform. Centralized intelligence layer on top of what you have.

"What if my accountant resists this?"

Good accountants love it. We handle the busywork. They focus on strategy. If they resist—that's a red flag about them.

"How long to see first insights?"

Setup is 15 minutes. Insights surface within 48 hours. By week 3, strategic blindspots are visible.

Strategic Financial Intelligence. For Every Business Size.

Solo Owner

$249/mo

For solopreneurs and single-location businesses

  • Live financial dashboards
  • Monthly close (automated)
  • Basic tax credit alerts
  • Email support

Growing Business

$599/mo

Most Owners Choose This

  • Everything in Solo Owner
  • Dedicated CPA advisor
  • Monthly strategy reviews
  • Advanced deduction hunting
  • Multi-location reporting
  • Priority support

Fractional CFO

$1,999/mo

For established multi-location and multi-million dollar businesses

  • Everything in Growing Business
  • Dedicated account manager
  • Weekly financial briefings
  • Custom reporting dashboards
  • Quarterly board-level analysis
  • Strategic tax planning

Stop Treating Your Books Like A Tax Burden

Your financial data should work as hard as you do. Real-time insights. Strategic clarity. Monthly rhythm instead of yearly scramble. Whether you're running a restaurant, retail shop, salon, or tech startup—see what successful owners already know.

Free 30-day trial • No credit card required • Cancel anytime