Tax engineers who find what compliance misses.
We pair a 2,500+-strategy knowledge graph with licensed professionals to surface and implement six-figure savings—defensibly and with white-glove coordination.
CPA-verified • IRS-documented • Audit-defensible
How RoboTax Started
RoboTax was born from frustration. Our founding team watched brilliant CPAs stuck doing compliance work, with no time to explore strategic opportunities. We'd watch clients pay six-figure federal taxes when they could legally save 30-40%—not because their CPA was incompetent, but because analyzing 2,500+ strategies requires hundreds of hours traditional firms can't bill for.
The turning point: A multifamily operator's tax situation analyzed using a custom strategy database. What took 120 hours of manual work identified high six-figure annual savings the client's accountant had missed for seven years.
We spent 18 months building the intelligence platform—a system that maps the entire tax code and analyzes businesses against all 2,500+ strategies in hours instead of weeks. Today, RoboTax serves 500+ businesses with $250,000+ federal tax liabilities. We've identified $127 million in tax savings. Our 98% retention rate isn't because we're the cheapest—it's because we find money other firms don't even look for.
Credentials That Matter
Every strategy is CPA-verified, IRS-documented, and audit-defensible.
Meet The Tax Engineers
The people behind the platform—licensed professionals who combine deep tax expertise with technology to find what others miss.
Michael J. Furdock, J.D.
Mike knows everyone. And we mean everyone. He's the attorney who assembled the team, raised the money, and built the legal backbone that holds RoboTax together. A world-class networker who turns coffee meetings into partnerships and handshakes into capital. If it needs to happen, Mike knows who to call.
Russ Duza, MBA, MS
Russ built RoboTax from scratch. The entrepreneur who saw a better way and made it real. He's the visionary who thinks three steps ahead, the innovator who won't take "impossible" for an answer, and the forward thinker who turned tax strategy into an intelligence platform. Obstacles don't slow him down—they just make him more creative.
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Matthew Nutter
Scenario modeler with a conservative throttle. Matthew leads modeling for pass-throughs and real estate, aligning elections and timing to owner objectives with side-by-side scenarios, clear trade-offs, and sensitivity checks.
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Mike Foglia, J.D.
Builds compliance architecture reviewers can't break. Mike hardens every filing against scrutiny—mapping statutes to documents, eliminating ambiguity, and ensuring our deliverables stand up under pressure.
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John Orlando
Pipelines so smooth you forget they exist. John turns messy inputs into reliable, repeatable workflows—secure ingestion, versioned artifacts, and dashboards that make progress obvious at a glance.
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Priscilla Peña
SOPs that keep the machine humming. Priscilla codifies every strategy into checklists, SLAs, and handoffs—so complex work stays on-time, on-spec, and audit-ready without client lift.
How We Work
Four principles that guide every client engagement.
Systematic Over Ad-Hoc
We don't rely on what individual CPAs remember. Every client gets analyzed against all 2,500+ strategies systematically, ensuring nothing falls through the cracks.
Implementation Over Reports
Strategy reports collect dust. We handle the 100+ implementation steps—drafting documents, filing elections, coordinating timing—so strategies actually get executed.
Transparency Over Opacity
Every strategy includes modeled savings, risk analysis, IRS documentation, and implementation timeline. You know exactly what we're doing and why.
Results Over Hours
Performance-based — you pay after Verified Savings (RoboTax Tax Team sign-off + your CPA's verification). This aligns our incentives with yours—we win when you save money.
Ready to See What Your CPA Missed?
Start with your comprehensive Tax Analysis. Two hours of your time. Zero risk. If we don't identify at least 10× the analysis fee in qualified savings, it's fully refundable — and you keep the full analysis and findings at no cost.
CPA-verified deliverables • IRS source citations • Audit-ready documentation
500+ businesses analyzed | $127M+ in verified savings | 98% client retention