Taxonics

What Taxonics does

Taxonics (Taxonics LLC) is a Falls Church, Virginia-based software and services company that provides property tax technology to commercial real estate owners, developers, investors, and tax advisors across the United States. The company was founded in 2022 by Ross Litkenhous, a two-decade property tax advisory veteran, and operates as a privately held LLC with reported headcount of 1–10. Its customers use the platform to support deal underwriting, due diligence, tax budgeting, appeals, compliance, and ongoing portfolio management, addressing the risk that inaccurate property tax assumptions erode deal returns and asset values.

The product portfolio centers on two offerings built on a single underlying data asset. INFORM is a cloud-based SaaS database that provides assessment, taxing, and jurisdictional information for hundreds of U.S. jurisdictions, including parcel assessments, tax bills, tax rates, critical assessment dates, appeal deadlines, and a continuously updated research feed. FORECAST is an on-demand tax projection service that pairs INFORM's data with expert human review to produce Excel-based projections covering the full lifecycle of a specific acquisition or development. Pricing on FORECAST is $1,750 per acquisition projection and $4,375 per development projection, with volume pricing for enterprise packages. INFORM is offered as a self-serve annual subscription at $120 per year following a 3-day free trial. An educational e-course, The Hidden Value of Real Estate Tax, is distributed through ExceedCE.

The business model combines a low-ARPU, high-volume SaaS funnel (INFORM self-serve and trial conversion) with higher-value, project-based services (FORECAST) and enterprise volume contracts. Distribution is dual-mode: digital self-serve for INFORM and direct enterprise engagement for FORECAST, supported by content marketing, partner-platform content on Cavalry Real Estate Advisors and Valcre, earned media in trade outlets such as the Washington Business Journal, and personal involvement of team members in CREW DC, ULI Washington, and NAIOP DC/MD. The company is founder-owned and bootstrapped, with no disclosed institutional investors, and is structurally linked to its sister company Cavalry Real Estate Advisors.

Name

Taxonics

Legal name

Taxonics LLC

Website

https://taxonics.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Taxonics is a real estate tax technology platform serving commercial real estate owners, developers, and investors across the United States with INFORM, a SaaS property tax database covering hundreds of jurisdictions, and FORECAST, expert-prepared tax projections for deal underwriting and due diligence.

Ownership category

akta.pro rank

Product category

Real Estate Tax Technology

NAICS

Offices of Real Estate Appraisers (53132)

SIC

Real Estate (6500)

akta.pro primary industry

Automated Valuation Models (AVM) & Property Data/Analytics (FSALALAJ)

akta.pro secondary industry

Real Estate Valuation & Appraisal (BPAHANAC)

Keywords

• Property tax data
• Tax projections
• Real estate underwriting
• Property tax technology
• Tax due diligence

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. INFORM SaaS Subscription: Cloud-based property tax information platform sold as an annual subscription. Trial converts to full access at $120 per year. Revenue is recurring on an annual billing cycle.
2. FORECAST Tax Projections (Acquisition): One-time per-projection fee for acquisition tax projections. Includes current year plus 5-year projection, relevant comp analysis, tax rate analysis, value growth analysis, and recreated tax history.
3. FORECAST Tax Projections (Development): One-time per-projection fee for development tax projections. Includes new construction analysis, supplemental/demolition pickup analysis, and parcel reorientation analysis. Higher price point reflecting greater complexity.
4. Enterprise Volume Pricing: Volume pricing available for enterprise packages covering multiple properties or deals. FORECAST is priced per projection with enterprise pricing tiers for firms with ongoing projection needs.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Taxonics sells a cloud-based property tax information database (INFORM) and on-demand real estate tax projection services (FORECAST) that together help commercial real estate owners, developers, investors, tax professionals, and lenders underwrite deals, manage entitlements, and forecast property tax liability across the asset lifecycle. INFORM provides a subscription-access database of professionally vetted assessment and taxing information for hundreds of U.S. jurisdictions, while FORECAST delivers expert-prepared multi-year tax forecasts built on that data for due diligence during acquisitions and developments.

Product overview

Taxonics offers a platform-plus-products architecture centered on two core software-as-a-service tools: INFORM, a proprietary cloud-based property tax database providing jurisdiction-specific assessment and taxing information for hundreds of U.S. jurisdictions, and FORECAST, a tax projection service built on INFORM that delivers multi-year real estate tax forecasts prepared by expert analysts. Both products are designed for commercial real estate owners, developers, and investors to support deal underwriting, due diligence, budgeting, appeals, and compliance. The portfolio is complemented by an educational e-course, The Hidden Value of Real Estate, covering real estate tax fundamentals and appeals processes.

Differentiator

Problem solved

Functional benefit

Brands

• INFORM: A proprietary property tax platform and information database providing comprehensive assessment and taxing information for hundreds of jurisdictions in the United States. Cloud-based application for real estate tax research.
• FORECAST
• The Hidden Value of Real Estate

Products and services

• INFORM INFORM is a cloud-based property tax information database and platform delivering comprehensive assessment and taxing information for hundreds of U.S. jurisdictions, with interactive parcel mapping, jurisdiction search, a vetted research feed, and tax rate, parcel assessment, tax bill, critical assessment date, and appeal deadline information for any covered jurisdiction. It is sold as an annual subscription with a 3-day free trial to commercial real estate owners, developers, investors, and tax professionals for deal underwriting, entitlement management, budgeting, appeals, and compliance.
• FORECAST Tax Projections FORECAST provides on-demand real estate tax projections prepared by seasoned property tax experts using the INFORM platform, delivering expert interpretation of qualified data to support due diligence for any property, deal type, or location in the United States. Acquisition projections include current-year-plus-five-year projections, comp analysis, tax rate analysis, value growth analysis, and recreated tax history; development projections include new construction analysis, supplemental/demolition pickup analysis, and parcel reorientation analysis. Deliverables are produced in Excel format for direct use in underwriting and partner-collaboration workflows, with enterprise volume pricing for multi-property packages.
• The Hidden Value of Real Estate e-Course The Hidden Value of Real Estate Tax is an educational e-course that covers the real estate tax landscape and opportunity, how to offer property tax services, understanding the assessment, residential assessment and appeals, and evaluating and appealing commercial real estate tax assessments. It serves as a top-of-funnel educational asset for individual tax professionals and teams learning the property tax domain, distributed through the ExceedCE third-party continuing education platform.

Quantifiable outcome

• Hundreds of millions of dollars saved for clients over two decades in the commercial real estate property tax domain

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

One partnership is on record.

• Cavalry Real Estate AdvisorscoreStrategic or Co-development PartnerCavalry Real Estate Advisors is described as Taxonics' 'sister company,' co-founded by CPO Heidi Gilbert. INFORM was originally developed as an in-house tool for Cavalry and is now made available through Taxonics. Taxonics provides the technology platform (INFORM and FORECAST) while Cavalry provides client advisory services — a mutually reinforcing relationship where the two companies serve complementary roles in the commercial real estate tax market.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Altus Group: Altus Group is a global provider of property tax advisory, valuation, and real estate data/analytics software, and is the most direct competitor to Taxonics. Several Taxonics leaders previously worked at SC&H Group, the practice that Altus acquired in 2014, making Altus the benchmark incumbent in the same niche.
• Valcre: Valcre is a cloud-based appraisal management platform built for commercial real estate appraisers, sharing Taxonics' customer base of CRE valuation and tax professionals. Taxonics leadership has appeared on Valcre's Opinions of Value platform, evidencing direct overlap in target users and workflow positioning.

Broad incumbents

• CoStar Group: CoStar is the dominant U.S. commercial real estate data and analytics platform, with broad coverage of property, market, and tenant information. While not focused on property tax specifically, CoStar's data assets and enterprise distribution put it in position to expand into Taxonics' niche organically or via acquisition.
• Kroll (formerly Duff & Phelps): Kroll's Real Estate Advisory Group provides valuation, property tax, and consulting services to institutional CRE clients, overlapping directly with FORECAST's due-diligence value proposition. As a multi-billion-dollar global firm, it represents the consulting-side incumbent competing for the same enterprise engagements.
• Yardi Systems: Yardi is a major end-to-end real estate software suite covering property management, accounting, and analytics for CRE operators. While not focused on property tax, its installed base of institutional CRE owners and investors makes it a potential horizontal competitor if it expands into tax due-diligence workflows.
• RealPage: RealPage provides data analytics and software for residential and commercial real estate operators, with broad workflow coverage analogous to Yardi. Its scale and analytics focus make it an adjacent incumbent that could extend into property tax data if the segment proves attractive.
• Cushman & Wakefield: Cushman & Wakefield is a global CRE services firm with valuation, tax consulting, and technology-enabled advisory practices serving institutional investors and occupiers. It competes for the same enterprise CRE due-diligence and tax advisory engagements as FORECAST.
• JLL (Jones Lang LaSalle): JLL is a global real estate services and investment management firm with a property tax and valuation advisory practice. It addresses many of the same enterprise CRE clients that Taxonics targets with FORECAST, particularly for multi-jurisdiction transaction due diligence.

Emerging players

• HouseCanary: HouseCanary provides residential real estate valuation and analytics using proprietary data and models, similar in technology approach to INFORM's data platform play. While primarily residential, its model of monetizing property data at scale is comparable to Taxonics' trajectory in CRE tax.
• Bowery Valuation: Bowery Valuation is a tech-enabled commercial appraisal firm focused on CRE, blending proprietary software with licensed appraiser expertise. Its hybrid model and focus on modernizing CRE valuation workflows mirror Taxonics' INFORM-plus-FORECAST architecture.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/taxonics-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Taxonics