Tax preparation built for sign-off, defensibility, and optimized outcomes.
Margen turns tax prep into a controlled decision process. It validates your documents, evaluates competing paths, and produces a defensible outcome with clear rationale and substantiation.
Built for individuals, family offices, and finance teams that need defensible decisions.
Preparation, e-filing, and IRS acknowledgment, handled end to end.
How the system works
Four stages. One optimized outcome. Designed for sign-off, audit readiness, and repeatable outcomes across years.
Every document reconciled, not just stored
Consolidated brokerage statements, K-1s, equity compensation documents, and trust distributions are parsed, validated, and reconciled against prior year positions.
Ambiguities trigger targeted follow-ups, so you can resolve issues early.
IRS rules as the control layer. Reasoning as the optimizer.
Margen starts where serious tax software starts: enforced IRS rules and structured calculations. Then it adds what software usually cannot: systematic evaluation of competing elections, thresholds, and timing decisions, with documented rationale your team can review.
Decision tree traversal
Every filing decision is modeled as a tree. The system explores branches to find the path with the best outcome - not just the first valid path.
Contextual law retrieval
The reasoning model retrieves relevant IRS publications, revenue rulings, and precedents specific to your situation - ensuring no applicable guidance is missed.
Defensibility check
Every recommended position is evaluated for defensibility. Aggressive positions are flagged. Substantiation requirements are surfaced.
Strategy Path Modeling
8 paths evaluated • Constraints enforced • Rationale documented
Your data is treated like what it is: sensitive
Tax data contains some of the most sensitive information you have - income, assets, family structure, business dealings. We built our security posture accordingly.
End-to-end encryption
Your data is encrypted in transit and at rest using AES-256 encryption.
Controls and audit logging
Enterprise-grade security controls and audit logging.
Data anonymization
Only required data is collected and retained for filing and ongoing support.
Role-based access
Team workflows and review with appropriate access levels and audit trail.
Data encryption
ActiveAES-256 encryption at rest, TLS 1.3 in transit
Access controls
ActiveRole-based access with audit logging
Data retention
PolicyRetained only as long as necessary for tax purposes
Third-party sharing
NeverYour data is never sold. Shared only as required for filing.
From preparation to IRS submission
Margen is an authorized IRS e-file provider. When your return is ready, submit directly to the IRS through our platform. No handoffs, no separate software, no uncertainty about what was filed.
- ✓Direct e-file submission to the IRS
- ✓Real-time status tracking and acknowledgment
- ✓Secure transmission with audit trail
- ✓State returns filed alongside federal
Authorized IRS e-file Provider
Margen is approved by the IRS to transmit returns electronically. Your return is filed securely and directly, with confirmation delivered to your dashboard.
Tax preparation that your team can sign off on
A controlled workflow that validates inputs, evaluates options, and delivers a defensible outcome with clear documentation. E-file directly when ready.