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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.
You shouldn't need a Wall Street budget to get Big 4 tax strategy. We founded NexTax on a simple, painful truth: The best tax and legal advice is often locked behind prohibitive costs and outdated processes. Every day, we saw entrepreneurs wasting thousands on simple formations and missing out on tens of thousands in tax savings, simply because they couldn't afford an expert.
Experienced tax professional combining decades of tax expertise with cutting-edge AI innovation.
After 20+ years navigating the tax landscape at Morgan Stanley and Big 4 firms like PwC and KPMG, our founder, Steve Morello, realized the manual, high-cost systems that served enterprises were actively failing the modern entrepreneur. His vision was to take that high-level expertise—from M&A tax structuring to global compliance—and build a platform that democratizes access.
To put a Big 4 Tax Advisor in the pocket of every entrepreneur.
We partnered with leading AI researchers to capture decades of real-world, high-stakes tax knowledge and bake it into StartSmart App. Our goal is to make it possible for anyone to launch their business with the ultimate competitive advantage:
unrivaled tax strategy, 48-hour speed, and zero compliance surprises.
These principles guide everything we do and shape how we build products for our customers.
We believe AI should augment human expertise, not replace it. Our technology empowers tax professionals to focus on strategy while automating routine tasks.
Your data security is paramount. We maintain the highest standards of encryption, compliance, and privacy protection in everything we do.
Time is money in business. Our platform reduces manual work by 90% and gets businesses launched in 48 hours instead of weeks.
We measure our success by your success. Our dedicated support team ensures you get maximum value from our platform.
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.