Tax refund theft is on the rise—don’t let your clients become the next horror story. TaxStatus provides: ✅ Real-time alerts for #IRS account monitoring, including tax filings or address changes, so you can respond quickly to potential fraud. ✅ Comprehensive tax account visibility, giving you a clear picture of clients' tax details, assets, and held-away accounts, enabling you to deliver a higher level of service. Learn how we can help protect your clients and your practice. Schedule a quick meeting today: https://lnkd.in/gKaE9-mG Plus, read the shocking $800,000 tax refund theft story linked in the comments. 👇 #CFP #CPA #taxfraud #financialplanning #wealth
TaxStatus
Financial Services
Frisco, TX 511 followers
Helping you navigate the world of taxes with confidence.
About us
We’re here to show you what the IRS sees. At TaxStatus, we set out to streamline contact with the IRS, allowing businesses and individuals to see official records in hours instead of weeks. The result is financial empowerment, better decision-making, and complete transparency.
- Website
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https://www.taxstatus.com
External link for TaxStatus
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Frisco, TX
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Wealth Management, Banking, Accounting, Risk Management, Compliance, Asset Management, Cryptocurrency, IRS Data Monitoring, Taxpayer Advocacy, Financial Data Analytics, Consent Management, Data Privacy and Security, Financial Planning, FinTech, Lending, and Investing
Locations
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Primary
Get directions
2591 Dallas Parkway
Suite 300
Frisco, TX 75034, US
Employees at TaxStatus
Updates
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TaxStatus reposted this
In this #SwiftCam video interview, Marie Swift discusses tax planning, monitoring, and fraud with Kevin Knull, CFP®, President of TaxStatus, at the 2024 MarketCounsel Consulting Summit. Watch this #MSUM24 SwiftCam here:
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The Advisor Software Survey from Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information is closing soon! The leading technology survey in the #wealthmanagement industry, TaxStatus is honored to be included in two categories: Tax Planning Software and Proposal Generation, Client Onboarding & Meeting Preparation Tools. We'd so appreciate it if our users would take a few minutes to rate TaxStatus and the other elements of their tech stack! Financial advisors can learn more and take the survey here: https://lnkd.in/eaZckNgF #financialadvisors #fintech #wealthtech #taxplanning #advisortech #advisorsoftware
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Ready to hit the ground running in 2025? This holiday season, we’re offering December FREE when you sign a new 3-year contract with TaxStatus. 🎁 Get ahead of tax season, protect your clients from fraud, and streamline your advisory process—all while saving time and money. Let’s make 2025 your most efficient and stress-free year yet. Schedule a meeting today to unwrap the benefits of TaxStatus: https://lnkd.in/g22ZrRqf #financialplanning #wealth #IRS #taxplanning #CFP #CPA
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Kevin Knull, CFP® authored this article for Advisor Perspectives by VettaFi, sharing a #taxpayer horror story about how an advisor's client's $800k tax refund was stolen. He also provides proactive strategies and solutions on how #financialadvisors can help protect their clients from #taxfraud and tax-related #identitytheft. Read the article here: https://lnkd.in/g-MtSa_F
A Taxpayer Horror Story: How One Client’s $800,000 Tax Refund Was Stolen and What Advisors Can Do About It
advisorperspectives.com
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Advisorpedia spoke with Kevin Knull, CFP®, President of TaxStatus, live at the 2024 Nitrogen Fearless Investing #FISummit in Nashville a couple weeks ago, on how #financialadvisors can boost client protection with our direct, two-way #IRS integration. Kevin also discusses the recent #NPDbreach and shares a #taxfraud horror story that advisors can help prevent. Watch the interview here: https://lnkd.in/gQrfY4mn
Kevin Knull, CFP® | Boost Client Protection with Direct IRS Integration for Advisors
advisorpedia.com
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TaxStatus president Kevin Knull, CFP® was recently interviewed for citybiz, discussing the challenges surrounding #taxfraud and tax-related #identitytheft, the role of #fintech in prevention, and practical strategies for protecting taxpayer data. Watch Kevin's interview with Edwin Warfield here: https://lnkd.in/gT8kWdZt
Citybiz Interview with Kevin Knull, CFP®, President of TaxStatus
https://www.citybiz.co
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Craig Iskowitz of Ezra Group, LLC and WealthTech Today recently released his recap of Nitrogen's 2024 Fearless Investing Summit, highlighting key insights and sessions at the conference. The recap also featured a summary of the session delivered by TaxStatus President Kevin Knull, CFP®, where he discussed the critical nature of #cybersecurity in #wealthmanagement. Read more: https://lnkd.in/gKDKexC6 #FISummit #taxfraud #identitytheft
Digital Evolution Meets Human Connection: Key Insights from the 2024 Fearless Investing Summit -
https://wealthtechtoday.com
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TaxStatus will be at #T32025 - the biggest and best technology conference for financial professionals of all types - in March 2025. Many thanks to Joel Bruckenstein for including us!
Attention Financial Advisors and Staff! Don’t miss out on this incredible Cyber Monday deal! Purchase one pass at the regular price and receive a second pass free for the T3 Conference, happening March 3-6 in Dallas. This year’s theme is The Organic Growth Imperative. Financial Advisors, let’s be honest: Is your firm truly growing or just surviving? Emphasizing organic growth—beyond just M&A —is essential for thriving in today’s market and attracting next-generation clients. Gain valuable insights and tools at #T32025. Take advantage of this limited-time offer! Anyone from a financial advisory or financial services firm who registers between December 1-2 will receive a code for free registration. Hurry—this offer expires on December 2nd at 11:59 PM ET!
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Exciting news! TaxStatus was featured as a Client Data Gathering tool in the latest AdvisorTech Solutions Map from Michael Kitces of Kitces.com and Craig Iskowitz of Ezra Group, LLC. You can also find TaxStatus in Kitces' AdvisorTech Directory. Access the interactive map here: https://lnkd.in/gkDfCnu #advisortech #wealthtech #fintech #clientdata
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