Midas IQ

What Midas IQ does

Midas IQ, operating as Midas IQ LLC, is a US-based tax education and group coaching company headquartered in San Diego, California, that teaches small business owners, freelancers, and self-employed individuals how to legally minimize their federal tax liability through proactive tax planning rather than reactive filing. The company was built around the expertise of CEO Dominique Molina (CPA, MST) and Education Consultant Sandy Botkin (former IRS attorney), and is structurally integrated with the American Institute of Certified Tax Planners (AICTP), an independent non-profit founded by Molina in 2009 that has certified over 1,000 tax professionals serving more than 120,000 entrepreneurial businesses.

The core product is DeTax University, a 12-month structured curriculum covering tax strategies across Home & Family, Investments, Real Estate, and Business, delivered through video course content, password-protected member portals, monthly group coaching calls, playbook worksheets, and twice-monthly Tax Snacks updates. Distribution is built on a self-serve e-commerce model with a low-friction top-of-funnel (free "Last Minute Tax Fix" webinar, The Playbook book priced at $6.99-$12.99), a mid-funnel recurring subscription (MIQ Console at $49/month annual, DeTax University monthly at $10 first month then $59/month), and back-end high-ticket course bundles (DIY and Do With You tiers at $599 one-time). Lead generation is supplemented by a bi-weekly publication (Think Outside The Tax Box), quarterly webinars, a blog, and a paid affiliate/partner program with contractual restrictions on paid-search bidding for protected brand terms.

The company monetizes through a mix of one-time course purchases, recurring subscriptions, low-priced book sales, and affiliate commissions, with a $10,000-or-money-back guarantee on DeTax University reducing purchase friction. The business is bootstrapped and founder-owned with 11-50 employees, no disclosed institutional investors, no parent company, and no public filings; it operates exclusively in the United States despite an affiliate network described as global.

Name

Midas IQ

Legal name

Midas IQ LLC

Website

https://midasiq.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Midas IQ is a US-based tax education and group coaching company that teaches small business owners, freelancers, and self-employed individuals proactive tax planning strategies through its DeTax University curriculum, subscription memberships, and affiliated AICTP professional certification network.

Ownership category

akta.pro rank

Product category

Tax Education and Planning Services

NAICS

Educational Support Services (611710), All Other Schools and Instruction (61169)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Taxes & Filing Basics (Withholding, Deductions, Credits) (EDAAAJAG)

akta.pro secondary industry

Credit & Debt Management (Credit Scores, Loans, Repayment) (EDAAAJAC)

Keywords

• Small business tax services
• Tax education programs
• Tax planning coaching
• Business tax deduction guides
• Entrepreneur tax strategies

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Subscription Memberships: Monthly subscription programs including MidasIQ membership ($49/month paid annually) and DeTax University monthly ($10 first month, then $59/month). Includes ongoing access to educational content, monthly calls, and member resources.
2. One-Time Course Purchases: DeTax University one-time payment options: DIY option at $599 or Do With You option. Includes full curriculum access with varying levels of support.
3. Book Sales: Sales of 'The Simple Playbook to Lower Your Taxes to Almost Zero' eBook ($6.99), eBook/Paperback ($9.99), and eBook/Paperback/Audio bundle ($12.99).
4. Affiliate/Partner Program: Partner commissions paid to affiliates who refer new customers through unique Partner links. Commissions paid monthly via PayPal on new customer accounts only.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels6 records

Core offering

Midas IQ provides tax education and planning services tailored to small business owners, freelancers, and self-employed individuals. The company offers online courses (DeTax University DIY and DWY formats), a subscription-based console membership, written guides, and live coaching/webinars designed to help clients identify and claim legitimate tax deductions to reduce their tax liability.

Product overview

Midas IQ is a tax education and planning company that offers a suite of products designed to help small business owners, freelancers, and self-employed individuals legally minimize their taxes. The core product portfolio consists of DeTax University (DTU) — a structured 12-lesson tax planning curriculum available in both self-guided and fully-supported formats — paired with the Playbook book and a members-only MIQ Console subscription that provides ongoing monthly workshops, expert Q&A sessions, and one-on-one consultations with certified tax professionals. Additional offerings include a free webinar (The Last Minute Tax Fix) and the affiliated Think Outside The Tax Box publication. The company was founded by Dominique Molina, a CPA and tax planning advocate who also established the American Institute for Certified Tax Planners (AICTP) to certify tax professionals in proactive tax planning strategies.

Differentiator

Problem solved

Functional benefit

Brands

• DeTax University: A group coaching program that meets once a month with tax planning experts, teaching small business owners how to lower their taxes to the legal minimum through a 12-month curriculum.
• The Playbook
• The Last Minute Tax Fix
• Think Outside The Tax Box (TOTTB.tax)
• DeTax U

Products and services

• DeTax University DIY
• DeTax University DWY
• MIQ Console
• The Last Minute Tax Fix
• The Playbook
• TOTTB (Tax Optimization Time To Business)

Quantifiable outcome

• Average tax savings of $22,573 per student reported
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core and minor.

• American Institute of Certified Tax Planners (AICTP)coreOthersAICTP is an independent non-profit founded by Dominique Molina in 2009 that trains and certifies tax professionals in proactive tax planning philosophy. Has certified over 1,000 Certified Tax Coaches, Planners, and Strategists serving over 120,000 entrepreneurial businesses. Midas IQ leverages AICTP's network of certified professionals who implement the tax planning strategies taught in its programs.
• Tax HiveminorGTM or Marketing PartnerTax Hive is a partner offering business tax preparation, estate planning, and asset protection services. Kevin O'Leary is a partner and strategic advisor for Tax Hive. The partnership offers Midas IQ customers a free Business Optimization Blueprint to find $10,000 in missing deductions, with a $100 guarantee if they can't find that amount.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Padgett Business Services: Franchised accounting, tax, and advisory network specifically focused on small businesses. Comparable SMB tax advisory positioning to Midas IQ but delivered through in-person franchise relationships rather than online education.
• Anderson Advisors: Tax and asset protection education and coaching platform for investors and small business owners. Directly comparable to Midas IQ in offering structured tax-planning curricula, coaching programs, and recurring memberships for proactive tax reduction.
• Strategic Tax Planning: Tax planning education and coaching business targeting individuals and small business owners with proactive planning programs. Closely comparable offering set to Midas IQ's DeTax University and Playbook product line.
• The Tax Savers: Tax reduction education and coaching service for individuals, families, and small businesses offering books, courses, and consultations. Comparable customer use case and education-led approach to Midas IQ's tax planning programs.

Broad incumbents

• Intuit TurboTax: Dominant consumer and SMB tax preparation software suite (TurboTax Live, QuickBooks) with extensive content and education resources. Comparable in serving the SMB 'lower your taxes' journey but competes on automation rather than coaching.
• H&R Block: Large-scale consumer and small business tax preparation and advisory brand with online and in-person channels. Overlaps with Midas IQ on SMB tax content and DIY preparation but is far broader and more compliance-oriented than proactive planning.
• Jackson Hewitt Tax Service: National tax preparation franchise serving individual and small business filers. Comparable SMB target customer but primarily a return-filing service rather than a tax-planning education business.
• TaxAct: Online DIY tax preparation software serving consumers and small businesses with tiered product plans. Comparable SMB positioning but competes as software rather than a coaching/education business.
• Liberty Tax Service: Franchised retail tax preparation chain serving individual and SMB clients with online and in-office offerings. Adjacent to Midas IQ's SMB tax audience though focused on filing rather than proactive planning education.

Emerging players

• KB Tax CPAs: CPA firm focused on proactive tax planning for SMBs and individuals, offering planning engagements and educational content. Smaller-scale competitor in the proactive SMB tax-planning niche that Midas IQ targets with DeTax University.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/midasiq_
• Facebookfacebook.com/MidasIQ2
• LinkedInlinkedin.com/company/midasiq

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Midas IQ