IRSplus - ERC Tax Credit vs Reflexivity (formerly TOGGLE AI)

IRSplus is a U.S. tax advisory firm built around Employee Retention Credit (ERC) work for businesses still waiting on IRS refunds. If you already filed an ERC claim and it is sitting in the backlog, IRSplus offers an expediting service that aims to move your case to the front of the line and get checks in roughly 60 to 120 days instead of years.

The firm prepares detailed legal and compliance documentation, including ERC expediting reports, qualification reports, and stamped government orders tied to your eligibility. IRSplus says it works directly with IRS liaisons and case managers rather than filing lawsuits against the agency.

It is aimed at business owners, operators, and finance leaders across industries who filed ERC through another provider or are stuck waiting without a fast-track option. The site also lists broader incentives work such as SETC, R&D credits, and WOTC.

Reflexivity bundles licensed market data, filings, and research agents into one workspace for asset managers, hedge funds, and other institutional teams. Knabble, Inc. operates the product; visiting toggle.ai redirects to reflexivity.com, where sales demos gate access rather than self-serve signup.

Unlike consumer finance chatbots, Reflexivity pulls feeds from S&P Global, LSEG Datastream, Cboe, Nasdaq, Dow Jones, Benzinga, EDGAR, and other licensed providers with no separate data contracts. Its Deep Research agents write and execute Python against those feeds, and the platform is engineered to flag uncertainty rather than guess when source data is missing.

Six modules cover the core workflow: Deep Research for autonomous code-driven analysis, a Knowledge Graph for relationship mapping, Portfolio Insights with real-time alerts, Scenario Analysis with 50+ years of history, Document Intelligence for filings and transcripts, and Smart Screening across 40,000+ global securities. Platform access and API integration both route through contact sales, not listed plan prices.

The leadership team includes former Lombard Odier portfolio managers Jan Szilagyi (CEO) and Giuseppe Sette (President), plus technologists from Kensho and other fintech firms. Backers listed on the site include SoftBank, General Catalyst, Greycroft, MUFG, and Interactive Brokers.