# Tax Technologies

> Tax Technologies, Inc. develops Tax Series, an integrated SaaS platform for corporate income tax departments. It connects global data collection, provision reporting, U.S. tax compliance, country-by-country reporting, fixed assets and tax workflows through a shared database, with dedicated support and a free pre-license proof of concept.

- **Founded:** 2000
- **Headquarters:** New York, United States
- **Founders:** JD Choi (Co-founder, President and CEO), Biren Patel (Co-founder, Vice President and COO)
- **Products:** Tax Series, Compliance Module, Provision Module, BEPS Module, Pillar Two capabilities
- **Notable:** Operating since January 2000; TTI says it has had no third-party funding or ownership changes., Historical strategic partnership with Alvarez & Marsal Taxand announced in 2018., An investment-bank case study published February 2025 reports more than 15 years of Tax Series use and security controls for users spanning 190 countries.

## Products & services

- **Tax Series** — Integrated corporate-income-tax SaaS platform with a shared database, multi-year calculations, audit support and document management.
- **Compliance Module** — Federal, state and international U.S. corporate income tax calculations and return preparation, including automated data flows among returns.
- **Provision Module** — Worldwide tax provision reporting supporting U.S. GAAP and IFRS, integrated with data collection and compliance.
- **BEPS Module** — Country-by-country reporting, master and local file preparation, validation and multi-year comparisons.
- **Pillar Two capabilities** — Top-up tax computations, GloBE Information Return preparation and OECD-standard electronic filing for countries accepting that format.
- **Data Collector** — Data packages assigned to preparers, reviewers and approvers, with real-time monitoring and supporting documentation.
- **Legal Directory** — Centralized legal entity ownership and attribute management across tax, legal and finance teams.
- **Tax Calendar** — Global tax and internal event tracking, assignments, notifications and reporting.
- **Fixed Asset Manager** — Multi-jurisdiction and multi-purpose depreciation, amortization, basis tracking, transfers and disposals.
- **Information Reporting** — Information return preparation and filing through the IRS IRIS application-to-application mechanism, according to TTI.
- **eFile Support** — Services supporting corporate income tax electronic filing, including batch state-return processing.
- **Depreciation and Amortization Service** — Outsourced asset calculations and reporting using Fixed Asset Manager, with pre-contract proof of concept.

## Achievements

- Operating since January 2000; TTI says it has had no third-party funding or ownership changes.
- Historical strategic partnership with Alvarez & Marsal Taxand announced in 2018.
- An investment-bank case study published February 2025 reports more than 15 years of Tax Series use and security controls for users spanning 190 countries.
- July 2026 announcement of Pillar Two GloBE Information Return and electronic filing capabilities.
- Listed by New York State as an approved partnership e-file software developer for Tax Series.

## Latest updates

- **2026-07** — TTI announced new Pillar Two capabilities, including GloBE Information Return preparation and OECD-standard e-filing where accepted.
- **2026-07** — TTI published FIRE-to-IRIS transition guidance and said Tax Series was certified for IRIS and already submitting through its A2A mechanism.
- **2026-01** — Published further updates on section 987 reporting and Form 5471.
- **2025-08** — Announced a fixed-fee section 987 transition-amount recalculation service comparing four election alternatives.
- **2025-07** — Offered free conversion to Tax Calendar for companies facing the retirement of standalone ONESOURCE Calendar Classic.

## Links

- Website: https://www.taxtechnologies.com/
- LinkedIn: https://www.linkedin.com/company/tax-technologies-inc-
- YouTube: https://www.youtube.com/channel/UCxR3WpKo-kJV10c5sy0hfcg

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Profile page: https://yespress.io/tax
Published by YesPress — https://yespress.io
Last updated: 2026-09-30