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Tax Lab, Inc

Operating

Tax Lab, Inc.

Fintech · Los Angeles, CA · Founded 2018

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AI-driven saas to simplify complicated bookkeeping & taxes for small businesses

Valuation cap ⓘ
$15.0M
As of Feb 2023 · from Reg CF Offering (2022) · a SAFE/note conversion ceiling, not a priced valuation
Total raised
$165,070
Crowd $70K · Private $95K · 2 rounds since 2018
Latest share price
$0.0001
Section 4(a)(2) · Common Stock · Jul 2018 offering price

Financials

FY2020–FY2023 · from SEC filings · hover any figure for its source
$39K
$7K
2020
$80K
$2K
2021
$394K
$2K
2022
$354K
−$92K
2023
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2020 audited
FY2021 audited
FY2022
FY2023
Income statement
Revenue
$38,508
$80,010
$394,234
$354,247
Cost of goods sold
$650
$0
$0
$0
Gross margin
98%
100%
100%
100%
Net income
$7,267
$1,587
$2,095
-$92,155
Taxes paid
$0
$422
$0
$0
Balance sheet
Cash
$3,764
$18,508
$14,163
$3,537
Accounts receivable
$0
$0
$0
$0
Total assets
$3,764
$18,508
$14,163
$3,537
Short-term debt
$2,728
$5,896
$0
$70,399
Long-term debt
$167,322
$198,687
$174,537
$221,627
Total liabilities
$170,050
$204,583
$174,537
$292,026
Other
Headcount
—
6
4
4

Figures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.

Valuation over rounds

Valuation caps on SAFE / convertible note rounds
$15.0M
Valuation cap
Reg CF · SAFE · Dec 2022

Dashed amber bars are a SAFE or convertible note's valuation cap — the most it converts at, not what the company is worth.

Fundraising history

Reg CF · SAFE · Dec 2022Closedvia Republic
Raised $70.4K / $3MInvestors 79Valuation cap $15M

Team

1 person
Isai Bismark Cortez
Chief Executive Officer

Names and titles as disclosed on SEC Form C. Bios and photos come from the platform campaign page and may be out of date.

Reg CF annual-report compliance

Not requiredFiled Form C-TR (terminated reporting)

Filed 2 of 4 annual reports (FY2022–FY2025)

79 investors
holder-count proxy

Reg CF issuers must file a Form C-AR each year until a Rule 202(b) termination trigger is met.

SEC filings

  • Form C-TRApr 29, 20240001975493-24-000004
    EDGAR
  • Form C-ARApr 29, 20240001851773-24-000005
    EDGAR
  • Form C-ARApr 28, 20230001951723-23-000005
    EDGAR
  • Form C-UMar 7, 20230001951723-23-000004
    EDGAR
  • Form C/AJan 11, 20230001951723-23-000001
    EDGAR
  • Form CNov 28, 20220001951723-22-000001
    EDGAR
Source: ManualCIK 0001951723CAShare price $0.0001

About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.