Column Tax Logo
API-first embedded tax solutions for mobile banks and fintech companies to offer tax features to users.

About Column Tax

We provide API-first tax products that let mobile banks and fintech companies offer embedded tax features to their users. Our solutions support many types of filers, from W2 employees to investors.

Our platform makes tax filing easier by integrating into existing applications. We pre-fill known customer data and collect any other necessary information to complete the process.

After filing with us, 99% of tax refunds are deposited into our embedded partners’ accounts. We’ve seen 10-25% of users switch their direct deposits and a 20-35% increase in customer retention.

We are an IRS Authorized e-File Provider, SOC 2 certified, and use bank-grade encryption. We also offer a maximum refund and accuracy guarantee, along with customer support. We’ve had 99.999%+ historical uptime and availability.

Mission & Values

Our mission is to make financial help accessible and improve lives through better tax solutions. We want to put an “accountant in every person’s pocket” with year-round, API-first tax products embedded directly into financial apps.

Our core values are:

  • Focus: We value long blocks of uninterrupted work time.
  • Ownership: We empower individuals to make significant decisions.
  • Transparency: We encourage honest communication.
  • Doing the right thing: This is especially important in an industry with a history of predatory practices.

Team & Culture

We are a team of 11-50 kind, dedicated, and compassionate employees.

Frequently Asked Questions

What products or services does the company offer?

Column Tax offers API-first embedded tax filing products designed for mobile banks and fintech companies. These services enable partners to provide their end-users with tax filing capabilities, covering a range of filers. The platform simplifies the tax experience through data pre-filling, offers a maximum refund and accuracy guarantee, and includes customer support.

What is Column Tax's mission and what problem does it aim to solve?

Column Tax’s mission is to democratize access to financial help and improve people’s lives by providing tax solutions. The company aims to address the issue that many Americans lack access to financial or tax advice by embedding tax products directly into the financial apps people use daily, providing an ‘accountant in every person’s pocket.’

How does Column Tax's embedded tax filing integrate with partner applications?

Column Tax’s platform is embedded directly into a partner’s app or website. It streamlines the tax filing process by pre-filling information already known about the customer and then collecting any additional data needed to complete the filing end-to-end. The company’s APIs are designed for rapid deployment, aiming for accepted returns within one week of integration.

What are the core values that guide Column Tax's team?

Column Tax’s core values include Focus, which emphasizes uninterrupted time for quality work; Ownership, empowering individuals to make significant decisions; Transparency, promoting open and honest communication; and Doing the right thing, which guides their practices in the tax industry.

How many people work at Column Tax?

Column Tax has 11-50 employees.

Where does Column Tax hire?

Column Tax hires globally with a remote-first approach, allowing employees to work from anywhere.

Is Column Tax hiring?

Column Tax is not actively hiring at the moment. Check back later for new opportunities.

Does Column Tax hire for remote and work from home roles?

Yes, Column Tax is a remote-first company.

What is Column Tax's website?

Column Tax's website is columntax.com .

Where to find Column Tax on social media?

You can find Column Tax on LinkedIn .

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