TaxACT - M&A Summary, Ownership, and Business Overview

Internet Software And ServicesCompany

TaxACT M&A Summary

TaxACT has acquired 1 company of its own.

TaxACT has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

TaxACT Ownership

Who owns TaxACT?

TaxACT is owned by Taxwell. It was acquired on November 1, 2022.

Was TaxACT formerly PE-backed?

Yes. TaxACT was formerly owned by 1 private investor.

TaxACT Business Overview

Where is TaxACT headquartered?

TaxACT is headquartered in Dallas, Texas.

What sector is TaxACT in?

TaxACT is an internet software and services company.

When was TaxACT founded?

TaxACT was founded in 1998.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Advisors 1

TaxACT

TaxACT, Inc.

3200 Olympus Blvd, Suite 150,
Dallas, Texas 75019
United States,
(319) 373-3600
www.taxact.com

TaxACT provides online tax preparation software and electronic filing services. TaxACT is available via the internet to individual taxpayers and paid preparers as online tax preparation programs or as downloadable desktop software. TaxACT was founded in 1998 and is based in Dallas, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Balance Financial, Inc. 2013-10-07 - Add-on Acquisition
Bellevue, Washington · www.balancefinancial.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Washington 1 - - -
Total 1 - - -

Top M&A Advisors

Financial Deals
Ackrell Capital LLC
 1

Company Summary

SECTOR

Internet Software and Services

Established

1998

Subsidiary of

Taxwell

Former Name

2nd Story Software, Inc.

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