M&A Deal Summary

Taxes Served Acquires Blue Mountain Bookkeeping

On June 7, 2024, Taxes Served acquired business services company Blue Mountain Bookkeeping

Acquisition Highlights
  • This is Taxes Served’s 2nd transaction in the Business Services sector.
  • This is Taxes Served’s 3rd transaction in the United States.
  • This is Taxes Served’s 1st transaction in Virginia.

M&A Deal Summary
Date 2024-06-07
Target Blue Mountain Bookkeeping
Sector Business Services
Buyer(s) Taxes Served
Deal Type Add-on Acquisition

Target

Blue Mountain Bookkeeping

Virginia, United States
Blue Mountain Bookkeeping provides a wide range of bookkeeping services tailored to meet the unique needs of businesses.

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Buyer(S) 1

Buyer

Taxes Served

Philadelphia, Pennsylvania, United States
Category Company
Founded 2017
Sector Internet Software and Services
DESCRIPTION

Taxes Served is an on-demand platform privately-owned firm and a leading virtual tax practice serving clients across the US. Taxes Served is recognized for its experienced tax professionals who help clients maximize their annual refunds. Taxes Served was founded in 2017 and is based in Philadelphia, Pennsylvania.

DEAL STATS #
Overall 3 of 3
Sector (Business Services) 2 of 2
Type (Add-on Acquisition) 3 of 3
State (Virginia) 1 of 1
Country (United States) 3 of 3
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-09 ARK Penny

Irvine, California, United States

ARK Penny designed a fast, reliable & affordable tax preparation process that is automated, efficient, and secure. ARK Penny is based in Irvine, California.

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