Fundraising Fox

Keeper

YC W19

San Francisco, US · Founded 2019 · Delaware corporation · 16 employees · Hiring · 8 known investors

Keeper Tax provides tax filing and accounting software for W2 employees, contractors, sole proprietors, and small business owners, with tiered plans ranging from self-service to dedicated accountant support. The company serves individual taxpayers and businesses with varying complexity levels, from simple returns to S-Corps and partnerships.

Also known as Keeper Tax · Write It Off

FintechSaaSConsumerUnited States of AmericaAmerica / CanadaPartly Remote

Founders & leadership· Y Combinator alumni (W19)

Keeper was founded in 2019 by David Kang and PAUL KOULLICK.

DKDavid Kang
David KanginCo-Founder, CEODavid Kang previously worked as a quantitative trader.
PK
PAUL KOULLICKCo-founder

Investors · 8

Funding

SEC filings, press & company announcements

$2.9M disclosed across 2 of 4 rounds · 2019–2025

$1.8MraisedFeb 2020 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • PAUL KOULLICKExecutive Officer
Offering amount
$1.8M
Amount sold
$1.8M
Minimum investment
$5K
First sale
Mar 2019
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$1.1MraisedFeb 2020 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • PAUL KOULLICKExecutive Officer
Offering amount
$1.1M
Amount sold
$1.1M
Minimum investment
$5K
First sale
Feb 2020
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 10

by search overlap
Intuit®21603 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
SmartAsset13173 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Jackson Hewitt11567 shared keywordsJackson Hewitt is a tax preparation company offering in-person and year-round tax filing, amendments, refund tracking, and IRS tax resolution services for individual consumers across the United States. It operates through franchised local offices, including locations inside Walmart stores, and also offers franchise ownership and business acquisition options.
FlyFin AI8174 shared keywordsFlyFin is an AI-powered tax preparation service that scans connected expense accounts to find tax deductions and pairs users with CPAs for review and filing. It serves freelancers, self-employed individuals, business owners, and 1099 & W-2 workers in the US, and also offers a solution for CPA firms to automate client tax filings.
Everlance7240 shared keywordsEverlance provides productivity tools that help businesses and independent workers automate routine tasks to save time and money. The platform focuses on reducing administrative burden and enabling users to redirect resources toward core business activities.
Bonsai6605 shared keywordsBonsai is an all-in-one platform for agencies and small businesses that combines project management, time tracking, invoicing, and client relationship management in a single integrated system. The platform is designed to help teams manage projects, client workflows, and payments efficiently.
Bench6378 shared keywordsBench provides catch-up bookkeeping and tax resolution services for small business owners who have fallen behind on their books and back taxes. It prepares tax-ready financials and works with a network of tax resolution partners to help clients settle tax debt and negotiate with the IRS.
ADP6319 shared keywordsADP provides cloud-based human capital management solutions that integrate payroll, HR, talent management, time and attendance, tax, and benefits administration for businesses globally. The company serves as a comprehensive provider of HCM software and business outsourcing services with analytics and compliance expertise.
Interactive Strength Acquires Ergatta5977 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Kiplinger5807 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.

Companies competing with Keeper for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Frequently asked questions

What does Keeper do?
Keeper Tax provides tax filing and accounting software for W2 employees, contractors, sole proprietors, and small business owners, with tiered plans ranging from self-service to dedicated accountant support. The company serves individual taxpayers and businesses with varying complexity levels, from simple returns to S-Corps and partnerships.
Who founded Keeper?
Keeper was founded by David Kang, PAUL KOULLICK in 2019.
Who are Keeper's investors?
Keeper's investors include Matrix, Teamworthy Ventures, Y Combinator, Champion Hill Ventures, Goodwater Capital, Insight Partners, Lakehouse Venture Partners, Lightbank.
How much funding has Keeper raised?
Keeper has disclosed $2.9M raised across 2 of its 4 known rounds.
Where is Keeper headquartered?
Keeper is headquartered in San Francisco, US.