About Us
Meet TaxGlobal, the only platform you’ll ever need for everything tax-related.
Find tax service providers and tax service seekers, and enjoy the many benefits TaxGlobal offers.
Our Mission
The TaxGlobal mission is simple: we want to be the only destination for all your tax needs globally. This means connecting every individual with the right tax expert and every tax expert with the right clients, creating success for both.
This means providing every user access to the best tax resources, including the growing technology of AI and machine learning. Our comprehensive hub has everything you need to understand and complete your taxes—not just during tax season but year-round.
Our Story
1. Creation
TaxGlobal was founded by Sanjay Popat, who conceived of TaxGlobal following the recent mass exodus of qualified CPAs. Tax returns have only gotten more complex, but the pool of professionals able to complete them has greatly diminished.
Experiencing the difficulties of finding the right CPA, Popat created a platform that would streamline tax services for all.
2. Expansion
After aligning with powerhouses in the business and technology world, like veteran CFO Brian Gilmartin, TaxGlobal became what it is today.
More than simply a networking community of tax professionals, TaxGlobal has grown into a centralized platform encompassing everything needed to fulfill tax requirements.
3. Evolution
Using TaxGlobal, people can foster deeper partnerships with their CPAs, and CPAs have a single place to do business with all their new clients.
Using our proprietary generative AI tool Taby (short for TaxBuddy), you can get all your tax questions answered quickly and accurately. Plus, with the community feed and blog, you can stay up to date on all tax developments across the world.
Management Team
Sanjay Popat
Founder/CEO, Ex-Trabeya,
Tavistock Group, CovX
CD Athuraliya
Head of AI/Data Analytics,
ConscientAI, WSO2
Advisors Industry experts
Gale Crosley
CPA, Revenue Growth Strategist to 500+ CEOs
Brian Gilmartin
CFO/COO of Ollion, Ex-Deloitte,
Arthur Anderson Tax
David Kovar, Ph.D.
Head of Strategic Partnership, Bloomberg Tax, Ex-EY, PwC, Deloitte, Arthur Anderson
Kevin Munkholm
Principle, Marsh & McLennan Agency - Largest benefits brokerage in the country
Yamit Mody
Director of Engineering, Udemy.com ($1.5B), Ex-Intuit - Turbo Tax team
Our Services
TaxGlobal is your one-stop shop for everything tax-related, and we have a laundry list of features to back that up.
If you’re looking for a CPA, TaxGlobal’s AI-powered platform will match you with CPAs with the background and experience you or your business needs. You never need to leave the platform: message CPAs directly, securely share tax documents, and pay your invoices—all from one place.
If you’re a CPA looking for new clients, we have you covered there, too: TaxGlobal will direct service seekers to your virtual doorstep, and we offer pre-qualified lead generation to help you grow.
Never miss out on a new client with our CRM features, and never miss out on payment with our invoice dashboard. Plus, streamline your business with our practice management features.
Want more? We also have Taby, our proprietary AI tax assistant. Using an NLP engine, you can simply ask your questions and get back answers cited from the IRS, state-level regulations, and relevant sources.
And, if you’d rather talk to a human being, you can connect with tax professionals with the community feed. Want to add to your team with offshore professionals? Our Extended Team feature can connect you with accounting specialists around the globe.
TaxGlobal is the only tax platform
you’ll ever need!
Our Reviews
The beauty of TaxGlobal lies in its ability to consolidate everything onto a single platform. Previously, I relied on multiple systems, tools, and services to run my practice. Now, I can manage it all through TaxGlobal. From marketing and generating leads to communicating with clients and providing services, TaxGlobal makes everything seamless.Kinjal Buch, CPA- As a new firm owner, who has just got into the business of providing tax and accounting services, my number one problem has been getting good leads, which has been solved very efficiently by signing up on TaxGlobal’s platform, as most users on the platform are looking for service providers like me. Also, Taby has become my go-to research tool for all my tax and accounting research.Kevin P, CPA
- Finding and retaining top talent has always been a major challenge for me. TaxGlobal's extended team made it easy and efficient to find top-tier talent. The best part is their flexible engagement models, which allow me to scale my operations based on my seasonal business needs.Brian Jackson, CPA
- Working through TaxGlobal was a breeze. I matched with a CPA within minutes of signing onto the platform. Manmeet provided a list of the required documents for completing my tax return, and I was able to quickly upload each one to the secure online portal. If Manmeet had any questions for me, I was able to answer via the chat portal as well. Manmeet completed my return on time for filing, and got me more money back than I have ever received before! I can't recommend TaxGlobal enough.Annie P.
- Finding a CPA this 2024 tax season was smoother than I had anticipated... I usually suffer from the tax season dread. I matched quickly and he was responsive, patient, and thorough. Forgetting TurboTax this season was easier than ever.Elizabeth M.
- Thanks to TaxGlobal, I uncovered the benefits of child tax credits, leading to one of my highest refunds ever!Natasha L.
- I got my tax-returns done in 2 days by a CPA - that’s a new record for me!Amanda J.
- When every CPA I called was busy, TaxGlobal came to my rescue! Connected quickly with a CPA and was onboarded smoothly through the platform the same day - unbelievable how quick it was!Josh P.
