“I’ve always enjoyed optimizing our family’s finances and finding every advantage out there. But the complexity of taxes left me with a major blind spot. I realized I had been missing out on countless opportunities and leaving a lot of money on the table.”

“My financial situation had gotten too complicated for Turbotax and there wasn’t really a modern alternative. While every other part of my life (from investing to ordering takeout) had gotten a tech upgrade, the process of doing my taxes was still frustratingly old school.”

“As a tax advisor, I’ve seen my client’s finances become incredibly complex—they’re investing in opportunity zones, hedge funds, and crypto, working on side hustles, earning equity, and setting up trusts. Yet I was stuck trying to track everything in Excel.”

“Agent is an amazing opportunity for technological transformation. We have the power to make taxes infinitely more proactive, seamless, and so much smarter. It’s an ambitious project and it’s exciting to be part of it.”

“In my previous experiences, I wished that we had the power to automate all of the data entry so I could focus on coming up with the most creative solutions for our clients. Agent's building those superpowers for me.”

“Dealing with the IRS always felt really vague—like there were no guardrails to prevent you from making mistakes. As my taxes got more complex, I started working with tax firms, but it was still disorganized—unstructured FTP drops, no status updates. At Agent, we’re able to provide a modern experience that makes me confident in my taxes.”