Revolutionizing Tax & BusinessFormation with AI
Founded by seasoned tax professionals and AI researchers, NexTax.AI combines decades of Big 4 and Wall Street tax expertise with cutting-edge artificial intelligence to transform how businesses handle tax and compliance.
Meet Our Leadership Team
Experienced professionals combining decades of tax expertise with cutting-edge AI innovation.
Seasoned tax executive with 20+ years of experience across Big 4 firms, investment banking, and technology. Former Tax Manager at Morgan Stanley Private Equity and Head of Tax at leading cybersecurity and fintech companies. Registered Agent with deep expertise in complex business structures, M&A tax planning, and regulatory compliance.
Professional Credentials
Our Mission
To democratize access to expert-level tax and business formation services through AI, making it possible for anyone to start and run a compliant business with confidence.
We saw how complex and expensive it was for entrepreneurs to navigate tax requirements and business formation. Traditional services were slow, costly, and often inaccessible to small businesses. We knew AI could change this.
The Problem We Solve
Traditional Business Formation
- • 4-6 weeks for complete business setup
- • $3,000-8,000+ in professional fees
- • Manual paperwork and errors
- • No ongoing compliance monitoring
With NexTax.AI
- • 48 hours to launch
- • 90% cost reduction
- • AI-powered accuracy
- • 24/7 compliance monitoring
Our Core Values
These principles guide everything we do and shape how we build products for our customers.
AI-First Innovation
We believe AI should augment human expertise, not replace it. Our technology empowers tax professionals to focus on strategy while automating routine tasks.
Trust & Security
Your data security is paramount. We maintain the highest standards of encryption, compliance, and privacy protection in everything we do.
Speed & Efficiency
Time is money in business. Our platform reduces manual work by 90% and gets businesses launched in 48 hours instead of weeks.
Client Success
We measure our success by your success. Our dedicated support team ensures you get maximum value from our platform.
Our Story
NexTax.AI was born from real-world frustration with the complexity and cost of business formation and tax compliance. Our founder, Steve Morello, spent over two decades navigating the intricate world of tax across Big 4 firms, Wall Street, and high-growth technology companies.
From structuring complex private equity transactions at Morgan Stanley to leading tax departments at cutting-edge fintech and cybersecurity firms, Steve witnessed firsthand how manual processes, outdated systems, and high costs created barriers for entrepreneurs and growing businesses.
The vision for NexTax.AI crystallized when Steve partnered with leading AI researchers who saw an opportunity to apply machine learning to tax and compliance. Together, they envisioned a world where AI could handle routine tax work with superhuman accuracy, freeing professionals to focus on strategy and client relationships.
After extensive development and training our AI on comprehensive tax scenarios, we launched NexTax.AI to bridge the gap between complex tax requirements and accessible, affordable business formation services.
We're building the future where expert-level tax and business services are accessible to every entrepreneur, everywhere.