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MentionFox check on Taxably, Inc.: only 1 source on file so far (checked 4 November 2026). Run a full check before you rely on it. mentionfox.com/c/funding/taxably-inc-form-d-000003
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Taxably, Inc. filed an amended Form D with the Securities and Exchange Commission on 2026-11-02.
Taxably, Inc. filed an amended Form D notice of an exempt securities offering with the SEC on November 2, 2026. The filing reports $39K sold. Its industry group is Other Technology. It names Sameer Shah (Executive Officer, Director, Promoter) (SEC Form D/A, November 2, 2026).
In its own words: “Taxably is AI software for CPAs, enrolled agents and small tax firms: Taxably Connect reads every client document in the folders you already use and builds one bookmarked PDF prep sheet per client per tax year.” (taxably.ai, checked November 3, 2026)
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New Form D on file · 2026-11-02 · the record
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More on the people and the money behind Taxably, Inc., from the filings we hold.
Other Technology raises by companies based in Arizona, filed within 90 days of this one, largest first.
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What the filing shows about Taxably, Inc.
Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.
Example from a real report (our sample on Target): “In March 2026, Target announced a planned incremental $1 billion operating investment” Source: Target Corporation (press release)
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The filing gives Taxably, Inc.'s address as 4539 N 22nd St, #7547, Phoenix, AZ 85016.
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Full funding history for Taxably, Inc. →
This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.
Taxably, Inc. is a registered filer with the SEC (CIK 2124666) and has filed since 2026-04-02. 3 filings are on record, the latest on 2026-11-02.
A filing shows the company exists and what it reports about itself. It is not an audit or a rating.
Taxably, Inc.'s Form D of 2026-11-02 names Sameer Shah as its officers, directors or promoters.
Its new offerings report $4K sold across 1 offering, as its own filings state.
A hollow marker is an amendment (Form D/A); a solid one is an original Form D. The larger marker is the filing this page is about.
Trailing twelve months. 3839 filings in Other Technology, totalled by week. The dot is this raise, $39K, on the same scale — one filing against the whole group's total, so it sits low by construction.
Repayment of an interest-free loan from the CEO.
Checked away from the filing. What is below does not come from the record on sec.gov.
Taxably is AI software for CPAs, enrolled agents and small tax firms: Taxably Connect reads every client document in the folders you already use and builds one bookmarked PDF prep sheet per client per tax year.
The title and description the site itself served, answering 200, after redirecting from https://taxably.ai. Not a cached copy and not the company's directory entry — what was live when we asked.
Sameer Shah is named as Executive Officer and Director and Promoter on the Form D that Taxably, Inc. filed with the SEC on 2 November 2026, the only person that filing names.
1 person named on the filing — 1 holding an executive role.
Named as of the 2026-11-02 filing. Titles and locations are exactly as the filing states — not independently confirmed elsewhere.
What the filing shows about Taxably, Inc.
Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.
Example from a real report (our sample on Target): “In March 2026, Target announced a planned incremental $1 billion operating investment” Source: Target Corporation (press release)
A Full Report on Taxably, Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.
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Sourced from the filing index on sec.gov, and from the company's own site, read directly on 2026-11-04 (taxably.ai).
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https://mentionfox.com/funding/taxably-inc-form-d-000003