TaxStatus was included in the 2025 WealthTech100 list by FinTech Global, featuring "the world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about in 2025". TaxStatus was invited to participate in a Company Research Profile, as well as contribute a case study for the publication. The article, titled 'Beyond the 1040: Why a Full Tax Picture Requires More Than Just Form 1040', delves into why relying solely on the 1040 as the basis for financial planning and tax planning can be risky - and highlights a better solution for financial advisors.
See the full profile and read the article (page 122) here