We built a tax preparer with the same judgment as a seasoned CPA
Margen works to find the optimal path to minimize your tax liability
From preparation to e-filing and IRS acknowledgment, all in one platform.
Partner-grade tax preparation.
A rigorous preparation and review process that applies the same judgment and diligence you would expect from a senior tax advisor at a top-tier firm.
Documents
uploaded
Verified
complete
Action Needed
items
Every detail reviewed, nothing overlooked
Income documents, prior returns, and supporting records are methodically organized and cross-checked with the same rigor a partner would apply before signing off.
Proactive planning, not just compliance
Deductions, elections, and multi-year considerations are evaluated with the depth of analysis typically reserved for a partner review meeting.
Standard Deduction
Itemized Deduction
Federal Tax Return
Tax Year 2025
Optimization Sign-Off
All decision surfaces reviewed
Optimized & Approved
Ready for Filing
A return you can stand behind
Before filing, every position is reviewed for consistency, defensibility, and alignment with your goals: the standard a seasoned tax partner would hold.
Built for individuals and businesses who expect the same quality of judgment they would get from a top-tier advisory firm.
Begin your tax preparationStart when you're ready. No sales call.
Who we serve
Partner-level tax preparation for people who expect the best outcome, not just a filed return. Built for judgment and strategy, process and risk, and relief and clarity.
High Net Worth Individuals
“Designed to surface the same paths and tradeoffs a senior tax partner would evaluate; with an emphasis on long-term outcomes, not short-term convenience.”
Complex, multi-entity and multi-state returns prepared with deliberate review, documented decisions, and forward-looking considerations so today's choices remain sound across years, liquidity events, and generational planning.
CFOs & Finance Teams
“Built for environments where accuracy alone is insufficient; decisions must be explainable, repeatable, and defensible under scrutiny.”
A governance-ready preparation process with structured intake, rule-based validation, and clear review trails, enabling confident sign-off, reduced exposure, and integration into established financial workflows.
Small Business Owners
“A preparation process that anticipates the questions you do not know to ask, and addresses them before they become problems.”
From documents to decisions to filing, Margen guides business owners through a structured preparation process that reduces mistakes, surfaces legitimate savings opportunities, and removes the uncertainty that typically surrounds business taxes.
To succeed, you need the right support, a trusted advisor who says “Yes, I see it, and I know what will help.”
Secure onboarding. Clear next steps.
Security and Compliance
Data privacy
All sensitive documents and personally identifiable information are anonymized before processing, so raw PII is never exposed to models or internal teams.
Infrastructure and access controls
Margen runs on secure AWS infrastructure with encryption in transit and at rest. Role-based access and activity logs provide oversight of who did what and when.
Data governance
All tax data is stored on U.S. servers. Clear retention and deletion policies help you meet auditability standards.