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TaxACT

TaxACT
1998 FOUNDED
M&A STATUS
61-70 EMPLOYEES
Debt Repay. LATEST DEAL TYPE
5 FINANCING ROUNDS
2 INVESTMENTS
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.

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

TaxACT Valuation and Funding

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

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TaxACT Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
LumaTax Venture Capital-Backed Seattle, WA 00.000 00000000000 00.000
000000 Venture Capital-Backed Woburn, MA 00 0000 00000000000 0000
0000000 Formerly VC-backed Seattle, WA 0000 00000 0000 00000
0000000 Angel-Backed Coral Gables, FL 00 00.00 00000000000 00.00
000000000 00000000 Private Equity-Backed Tracy, CA 000000000000
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TaxACT Acquisitions (2)

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
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TaxACT Exits (1)

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

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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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

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TaxACT Board Members (3)

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

2 Former Board Members

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