TaxACT

TaxACT Overview

Founded 1998
Founded
Status Acquired/​Merged
Employees 70
Employees
Latest Deal Type Debt Repay.
Financing Rounds 5
Investments 2

TaxACT General Information

Description

Developer of tax preparation software and web-based services intended to assist with e-filed federal returns. The company's tax preparation software and web-based services includes free edition, deluxe edition and state edition and are available through a secure online delivery system, complemented by available desktop downloads and extensive tax and IRS expertise, enabling individual tax filers and businesses to offer a year-round federal electronic tax preparation and alerts system to prevent mistakes caused by omissions.

Contact Information

Website
Formerly Known As
2nd Story Software
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Financial Software
Parent Company
Primary Office
  • 1425 60th Street Northeast
  • Suite 300
  • Cedar Rapids, IA 52402
  • United States
+1 (319) 000-0000
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TaxACT Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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TaxACT Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Amount
LumaTax Venture Capital-Backed Seattle, WA 00 00.000 0000000000 0 00.000
0000000 Formerly VC-backed Seattle, WA 0000 00000 0000 00000
0000000000 Venture Capital-Backed Toronto, Canada 000 0000 000000 0 0000
000000 Venture Capital-Backed Woburn, MA 000 0000 00000000000 0000
000000000 00000000 Private Equity-Backed Tracy, CA 00000000. 00

TaxACT Executive Team (9)

Name Title Board Seat Contact Info
Curtis Campbell President
George Tsounis Chief Technology Officer
Alan Sperfslage Board Member & Vice President

6 Former Executives

TaxACT Board Members (3)

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Name Representing Role Since
0000 0000000000 TaxACT Board Member & Vice President 000 0000

2 Former Board Members

TaxACT Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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TaxACT Acquisitions (2)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 000000 02-Jul-2015 000000000000000000 00.000 Financial Software
Balance Financial 04-Oct-2013 Merger/Acquisition 00.00 Financial Software

TaxACT Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 000000 02-Jul-2015 000000000000000000 00.000 Completed
  • 000000