TaxStatus

Frisco, Texaswww.taxstatus.com1expert edge

IRS account monitoring and advice personalization platform for financial professionals. Delivers 3,000+ IRS data points per taxpayer with direct IRS connection; recently launched Tax Prep Checklist and Tax Return History tools for advisor workflows.

Why interesting to a deal team

Eric Clarke board membership; tax-efficient wealth planning and IRS data integration essential advisor tool driving regulatory compliance and client advisory quality.

Experts connected to this company

Eric ClarkeBoard member alongside Ric Edelman

Eric Clarke

Founder and Strategic Advisor

Orion Advisor Solutions (Founder); Board Member at Elevation Point

AdvisorOmaha

Founder of Orion Advisor Solutions and now a McKinsey advisor and multi-board RIA-tech operator, Clarke has first-hand insight into where wealthtech consolidation and capital are heading next.

Sources

Page titlePrimary
taxstatus.com

Strongest evidencePage title1 public sourceHow the grades work