.partnership-grid { grid-template-columns: 1fr; } ModernTax - Real-Time Tax Verification API for Small Business Lenders

AI-Powered Tax Infrastructure for Modern Lenders

Voice AI agents handle IRS verification while you focus on closing loans. One platform for transcripts, refunds, and balance monitoring with enterprise reliability.

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30min AI-Powered Turnaround
9% Error Rate (Industry Leading)
110+ Active Lender Customers
25% Revenue Share for Partners
POST https://sandbox-llama.moderntax.io/api/v1/verify
{
  "ein": "12-3456789",
  "businessName": "Acme Corp",
  "consent": "base64_8821_form"
}

// Response in 30 minutes
{
  "status": "completed",
  "taxData": {
    "revenue": "$2,450,000",
    "taxLiability": "current",
    "filingStatus": "up-to-date"
  }
}

Modern Tax Infrastructure for Financial Services

Like Stripe revolutionized payments, ModernTax transforms tax data access. One API for verification, refunds, and monitoring with Silicon Valley innovation.

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AI-Powered Voice Agents

Voice AI handles IRS calls automatically. Scale to hundreds of concurrent requests without human bottlenecks. Silicon Valley innovation meets government bureaucracy.

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Smart Pre-Validation

Cross-reference public data sources to prevent "fat finger" errors before submitting 8821 forms. 9% error rate vs 30% industry standard.

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Real-Time Processing

30-minute average turnaround with same-day delivery. Modern infrastructure built for speed, not legacy workflows from the 2000s.

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Complete Tax Infrastructure

Verification, refund processing, balance monitoring, and resolution services. One platform for all tax-related financial operations.

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Seamless Partner Revenue

25% revenue share with 2-week integration. White-label ready. We handle the complexity, you focus on growing your platform.

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Developer-First Experience

REST API, sandbox environment, webhook notifications. Built by engineers who understand modern fintech infrastructure requirements.

Partnership Models That Work

Whether you're a direct lender or LOS platform, we have a model that grows your business

For Banks & Direct Lenders

🏦 Direct API Integration

Modern tax infrastructure for forward-thinking lenders. Get enterprise-grade reliability with startup agility and innovation speed.

Platform Benefits: Complete tax operations through one API. From verification to refund processing to balance monitoring.
  • Comprehensive verification (unlimited years of data)
  • AI-powered 30-minute processing
  • Smart pre-validation reduces errors by 70%
  • Complete transcript + refund + monitoring suite
  • Developer-friendly REST API + webhooks
  • Enterprise support with Silicon Valley velocity
For LOS Platforms

💼 Seamless Revenue Partnership

White-label tax infrastructure that your banks will love. Earn 25% recurring revenue while delivering modern developer experience.

Integration Experience: 2-week implementation. Full white-label. Zero ongoing technical overhead. Pure revenue upside.
  • 25% revenue share on all transactions
  • 2-3 week integration (vs 6-12 months with legacy)
  • Your brand, our infrastructure
  • No exclusive contracts or minimums
  • Modern API built for fintech platforms
  • Dedicated partner success team

Ready to Build on Modern Tax Infrastructure?

Join innovative lenders and platforms choosing AI-powered solutions over legacy providers

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📞 PPS AI Agent

Skip 60-Minute IRS Hold Times

Our AI calls the IRS for you, waits in queue for 30-60 minutes, then calls you back when a human agent is ready. Perfect for tax professionals in our network.

Stop losing $750+ daily to IRS hold times. Get connected instantly while serving more clients.

60min Average IRS Hold Time
$750 Daily Revenue Lost
30sec Setup Time
$15 Per Connection

🎉 Try Your First Call FREE

No credit card required • Available in 2 weeks • $15/call after free trial

How PPS AI Agent Works

Your AI assistant handles the waiting while you serve clients and generate revenue

You Request

Tell PPS Agent you need IRS access. Takes 30 seconds through our simple interface.

AI Calls IRS

PPS Agent navigates phone trees and enters the queue for you automatically.

AI Waits

Your AI agent holds your place in line for 30-60 minutes while you work.

You Get Called

When a human IRS agent is ready, PPS Agent calls YOU back immediately.

Seamless Transfer

Connected instantly to the IRS agent. No waiting, no hold music, no frustration.

Result: Your 60-Minute Wait Becomes a 30-Second Setup

Serve more clients. Make more money. Eliminate IRS frustration forever.

Product Innovation vs Legacy Solutions

See how modern AI-powered infrastructure compares to traditional service-based approaches

Capability
ModernTax Platform
Legacy Providers
AI Voice Agents
Hundreds of concurrent agents
Human-dependent calling
Smart Pre-Validation
Cross-reference public data
Submit raw form data
Platform Integration
2-3 weeks with revenue share
6-12 months, complex process
API Architecture
Modern REST API + webhooks
Limited or no API access
Scalability Model
Cloud-native, auto-scaling
Manual processes, capacity limits
Innovation Pace
Silicon Valley development
Legacy private equity ownership

The Modern Alternative to Legacy Tax Infrastructure

Join 110+ lenders building on AI-powered tax infrastructure with enterprise reliability and Silicon Valley velocity

Get API Access Explore API Sandbox

2-week integration • 25% partner revenue share • Developer-first platform