What is TaxAct's business focus and history?

TaxAct is a private company based in Cedar Rapids, Iowa, founded in 1998 by Lance Dunn, Cammie Greif, Jerry McConnell, and Alan Sperfslage. It operates in the software industry, offering tax preparation solutions for individuals, businesses, and tax professionals. TaxAct has been acquired by Cinven for $720 million. The company has 300 employees and offers products like TaxAct Online and TaxAct Express. Its top competitors include TurboTax and H&R Block.

TaxAct Corporate Details & Core Services

TaxAct is an American tax preparation software company offering digital solutions for individuals, businesses, and tax professionals.

TaxAct Contact Information & Official Links

Website https://www.taxact.com
Social    
Email id pr@taxact.com
Phone number +1 (319) 373-3600
Head office address Cedar Rapids, Iowa, United States
Tags Tax Preparation Software Financial Services

What are TaxAct's Key Business Metrics & Stats?

No of employees 300
Founded year 1998
Type private
Industry Software
Location Cedar Rapids, Iowa, United States
Parent Company cinven.com
Pricing Strategy Free, Deluxe, Premier, Self-Employed
TaxAct Firmographic Snapshot 2026 1998 Founded Year 300 Global Employees United States Headquarters Software Industry Private Type Verified by DexterAgent.ai

How much funding has TaxAct raised to date?

Name Description
Funding Amount USD 287.5 Million
Stage Acquisition
Latest Valuation 720 Million (USD)
Lead Investor Blucora, Inc.
Investors Blucora, Inc.

What are TaxAct's Core Products?

Name Description
TaxAct Online An online tax preparation and filing solution for individuals and businesses.
TaxAct Express A mobile app for tax preparation and filing.

What are the latest developments at TaxAct?

Date Type Description
November, 2022 Acquisition Cinven acquires TaxAct for $720 million.

TaxAct VS TurboTax VS H&R Block : 2026 Comparison

Feature TaxAct TurboTax H&R Block
Core Strengths TaxAct Online, TaxAct Express TurboTax Tax Preparation Services, H&R Block Emerald Prepaid Mastercard, Spruce, Wave Financial
Founded Year 1998 1984 1955
Stock Name/Ticker HRB (NYSE)
Type private private public
Global Employees 300 69000
Revenue (Annual)     $3.6 Billion(2024)
Headquarters Cedar Rapids, Iowa, United States San Francisco, California, United States Kansas City, Missouri, United States
Latest Valuation $720 Million   $7.5 Billion
LATEST REVENUE (TRILLIONS USD) EMPLOYEE COUNT (THOUSANDS) INNOVATORS VISIONARIES DISRUPTORS GIANTS H&R Block 3.6 | 69000 Competitive Landscape 2026 DexterAgent.ai
Name Description
Legal Name TaxAct Holdings, Inc.
Cin number
GST number
Registration number

Who is in TaxAct's executive leadership team?

Name Designation
CEO Curtis Campbell

Where are TaxAct's primary office locations?

City Country
Cedar Rapids United States
Dallas United States

What are the current business signals and market intelligence for TaxAct?

Pain points Complex tax filing processes, High cost of tax preparation services
Sales motion Direct-to-Consumer, Business-to-Business
Buyer Persona Individual taxpayers, Small business owners, Tax professionals
Type of customer Individuals, Small Businesses, Tax Professionals
Key customer domain

What are TaxAct's risk management and compliance ratings?

GDPR RIsk No
Privacy Risk No
Company Ratings
Glassdoor Rating

What are TaxAct's business model and service classifications?

Saas Yes
Offline Stores No
Service Yes
Ecommerce No
Exporter No
Mobile App Yes
Retail No
B2B Yes
B2C Yes
Manufacturing No
Wholesale No
Importer No
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