About TaxAct
TaxAct is a Technology company based in Dallas (United States) founded in 1998, and was acquired by Cinven in November 2022. Tax filing software is offered for individuals and businesses. TaxAct has raised $85 million across 1 funding round from investors including TA Associates, Blucora and Cinven. TaxAct has completed 1 acquisition, including Balance Financial. Its chief executive, as recorded, is Curtis Campbell. Its website taxact.com draws about 4.2 million monthly visits. TaxAct offers products and services including Free Edition, Deluxe, Premier, and Self-Employed. Its focus areas include FinTech, Finance & Accounting Tech, Accounting Solutions and Record to Report. Its legal entity is TaxAct, Inc. Its competitors include Anrok, Drake Software and Exactera; 2 of its 3 listed competitors have raised funding.
Company details
TaxAct was founded in 1998 in Dallas, United States, as a software-based platform in the tax preparation sector. Federal electronic tax preparation, printing, and electronic filing services are provided, along with tax refund processing. Calculators for taxes, self-employment, and tax brackets are included in its tools. The platform is accessible via an app for Android and iOS devices, supporting operations for both individuals and businesses.
- Total Equity Funding$85M (USD)
in 1 rounds
- Latest Funding Round$85M (USD), Private Equity Round
Mar 2005
- InvestorsTA Associates
& 2 more
- Investments & Acquisitions
- Acquired by
Products & Services of TaxAct
TaxAct offers a comprehensive portfolio of products and services, including Free Edition, Deluxe, Premier, and Self-Employed.
Free online filing for simple tax returns
Handles complex taxes like home ownership
Manages income from stocks and investments
Supports freelancers and business owners
Apps and channels of TaxAct
its YouTube channel TaxAct has 11.6K subscribers and 13 videos.
Videos from TaxAct
The most watched videos on TaxAct's YouTube channel, TaxAct (11.6K subscribers). Click a video to play it here.
More on TaxAct.
Funding Insights of TaxAct
TaxAct has successfully raised a total of $85M through 1 strategic funding round. The most recent funding activity was a Private Equity Round of $85 million completed in March 2005. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $85M
- Total Rounds 1
- Last Round Private Equity Round — $85M
- First Round $85M
(Mar 2005)
- Investors Count 1
All 1 funding rounds of TaxAct with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2005 | $85M | Private Equity Round | – | – |
3 investors in total: 3 institutional.
Investors in TaxAct
TaxAct has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include TA Associates, Blucora and Cinven.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Multiple sectors are invested in by private equity firm TA. | ta.com | Boston, United States | ||
Private equity investments and portfolio management services are provided by Cinven across various sectors. | cinven.com | |||
| blucora.com |
Investor details for TaxAct
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of TaxAct
24 people are tracked at TaxAct (9 in leadership, 15 in team).
| Name | Role | Group |
|---|---|---|
Curtis Campbell | CEO | Leadership |
Craig Shiffrin | Vice President Performance Marketing | Leadership |
Nicola Hobeiche | Vp, Legal Affairs, Cipp/us, CIPM | Leadership |
Lacey Crowe Ea | Director Of Filing And Compliance | Leadership |
Willa Kalaidjian | Chief Legal Officer And General Counsel | Leadership |
Mike Wolfe | Vice President Brand Marketing | Leadership |
Timothy Pechous | Director Of Product Management | Leadership |
Noha Ghazouani | Vice President Of Product Management | Leadership |
Jeff Huser | Associate Creative Director - Copywriter | Leadership |
Kyle Beard | Marketing Manager | Team |
Meghen Ponder | Editorial Content Writer | Team |
Traci Jones | Product Manager | Team |
Scott Murff | Senior Paid Social Manager | Team |
Morgan Vargo | SEO Manager | Team |
Taz Kotadia | Product And Integrated Marketing Manager | Team |
Jeff Ruiz | Senior Product Manager - Xpert Ecosystem (b2c) | Team |
Jennifer Ridenour | Senior Product Manager | Team |
Karen McCort | Forms & Instruction Developer | Team |
Michael O. | Senior Product Manager | Team |
Philip Cushing | Manager, Marketing Technology | Team |
4 more people are available in the full profile.
Complete people profiles for TaxAct
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by TaxAct
TaxAct has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Balance Financial.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Personal and business finance management platform | balancefinancial.com | Bellevue, United States | 2004 | Oct 2013 | •••• |
Complete acquisition details for TaxAct
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of TaxAct
5 dated milestones of TaxAct across 24 years, from founding to its latest funding, stage changes and deals.
- Founded TaxAct is founded.
- Funding First funding round of $85.0M.
- Exit Acquired by Blucora.
- Acquisition Acquires Balance Financial.
- Exit Acquired by Cinven.
Competitors of TaxAct
TaxAct has 3 listed competitors in our database, 2 of them funded. They include Anrok, Drake Software and Exactera.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| anrok.com | 2020 | San Francisco, United States | $113.6M | Cloud-based sales tax compliance solution that automates tax calculation and filing for software-as-a-service companies, enabling them to focus on growth while ensuring compliance with global tax regulations | ||
| drakesoftware.com | 1976 | Knoxville, United States | Professional tax preparation software is developed for tax professionals. | |||
| exactera.com | 2001 | Tarrytown, United States | $73M | Tax compliance software solutions are provided for business operations. |
Detailed competitors of TaxAct
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of TaxAct
The website of TaxAct (taxact.com) receives about 4.2M visits a month and ranks #33,613 among all websites worldwide, #2,144 in Accounting and Auditing.
- Monthly visits4.2M
▲ 253% vs previous month
- Unique visitors627.5K
per month
- Global rank#33,613
among all websites
- Category rank#2,144
Finance · Accounting and Auditing
- Bounce rate47%
- Pages per visit6.2
- Average visit4 min 43 sec
- DevicesDesktop 57% · Mobile 43%
Websites whose visitors overlap most with TaxAct. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| hrblock.com | 100% | 24.9M | #7,311 | View details | |
freetaxusa.com | freetaxusa.com | 84% | #3,363 | – | |
| taxslayer.com | 82% | 2M | #73,546 | View details | |
| jacksonhewitt.com | 68% | 2.5M | #33,427 | View details | |
| olt.com | 63% | #29,064 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for TaxAct
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Finance & Accounting Applications
3 companies that operate in the same segment as TaxAct (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 3,108 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 |
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Related news about Taxact
Complete news archive for TaxAct
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
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- Older coverage
- Brand-specific news history
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Frequently Asked Questions about TaxAct
TaxAct was founded in 1998 and raised its 1st funding round 7 years after it was founded.
TaxAct is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Curtis Campbell is the CEO of TaxAct, as recorded in our data.
TaxAct is a funded company, having raised a total of $85M across 1 funding round to date. The company's 1st funding round was a Private Equity Round of $85M, raised on Mar 2005.
TaxAct was founded in 1998 in Dallas, United States, as a software-based platform in the tax preparation sector. Federal electronic tax preparation, printing, and electronic filing services are provided, along with tax refund processing. Calculators for taxes, self-employment, and tax brackets are included in its tools. The platform is accessible via an app for Android and iOS devices, supporting operations for both individuals and businesses.
TaxAct's top competitors include Anrok, Exactera and Drake Software.
TaxAct offers Free Edition, Deluxe, Premier, and Self-Employed.
TaxAct has made 1 acquisition, including Balance Financial.
TaxAct has 3 investors. Key investors include TA Associates, Blucora, and Cinven.
TaxAct operates through Taxact, Inc..
Yes. TaxAct was acquired by Cinven in November 2022.
The website of TaxAct receives about 4.2 million visits a month and ranks #33,613 among all websites worldwide.