About Tax Aware
Tax Aware is a Business Services company based in Houston (United States) founded in 1986, and was acquired by Cresset Capital Management in July 2021. Tax management services are provided to clients nationwide. Its focus areas include Financial Services and Finance & Accounting Services. Its legal entity is Cresset Asset Management, LLC.
Company details
Tax Aware was established in 1986 and is headquartered in Houston, United States. Operations center on tax management within the financial services sector. Services encompass compliance, planning, and optimization for businesses and individuals. Expertise is applied across various tax jurisdictions, with a focus on efficiency and regulatory adherence. The company maintains a presence primarily in the U.S. market.
- Headquarters Houston, United States
- Stage Acquired
- SectorsBusiness Services
- Phone•••• ••••
- Website taxaware.com
- Social LinkedIn Instagram YouTube
- Acquired by Cresset Capital Management (Jul 2021)
- Legal Name Cresset Asset Management, Llc
- Investors
- Acquired byCresset Capital Management
(Jul 2021)
Apps and channels of Tax Aware
its YouTube channel Cresset Family Office has 298 subscribers and 30 videos.
Videos from Tax Aware
The most watched videos on Tax Aware's YouTube channel, Cresset Family Office (298 subscribers). Click a video to play it here.
More on Cresset Family Office.
Investors in Tax Aware
Tax Aware has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cresset Capital Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Offers wealth management, investment advisory, and family office services for entrepreneurs and families. | 2017 | cressetcapital.com | Chicago, United States |
Investor details for Tax Aware
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- Complete investor list
- Round participation
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Timeline of Tax Aware
2 dated milestones of Tax Aware across 35 years, from founding to its latest funding, stage changes and deals.
- Founded Tax Aware is founded.
- Exit Acquired by Cresset Capital Management.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Tax Aware (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Frequently Asked Questions about Tax Aware
Tax Aware was founded in 1986.
Tax Aware is headquartered in Houston, United States. It is registered at Houston, Texas, United States.
Tax Aware was established in 1986 and is headquartered in Houston, United States. Operations center on tax management within the financial services sector. Services encompass compliance, planning, and optimization for businesses and individuals. Expertise is applied across various tax jurisdictions, with a focus on efficiency and regulatory adherence. The company maintains a presence primarily in the U.S. market.
Tax Aware has 1 investor. Key investors include Cresset Capital Management.
Tax Aware operates through Cresset Asset Management, Llc.
Yes. Tax Aware was acquired by Cresset Capital Management in July 2021.