# TaxAct

> TaxAct develops U.S. tax preparation software and services for individuals, small businesses and professional preparers. Its range spans browser-based and downloadable DIY filing, paid expert assistance, full-service preparation and professional workflow tools. A historic price challenger, it now operates alongside Drake Software under the Cinven-backed Taxwell parent.

- **Founded:** 1998
- **Headquarters:** Dallas, United States
- **Founders:** Lance Dunn (Co-founder; founding president), Cammie Greif (Co-founder; former Chief Marketing Officer), Jerry McConnell (Co-founder), Alan Sperfslage (Co-founder)
- **Products:** TaxAct Online, TaxAct Download, TaxAct Business, Xpert Assist, Xpert Full Service
- **Notable:** Offered free federal software and free e-file to all American taxpayers in the 2005 tax season, according to its 2012 acquisition announcement., Its proposed acquisition by H&R Block was blocked in 2011 following an antitrust challenge., Reports more than 113 million cumulative consumer and professional federal e-files since 2000.

## Products & services

- **TaxAct Online** — Free for qualifying federal returns, plus Deluxe, Premier and Self-Employed editions for different tax situations; state fees and eligibility vary.
- **TaxAct Download** — Downloadable individual and business tax preparation software.
- **TaxAct Business** — Online and download products for sole proprietors, partnerships, S corporations and C corporations.
- **Xpert Assist** — Paid expert guidance while the customer prepares the return.
- **Xpert Full Service** — Credentialed experts prepare and file eligible returns; Spanish-language support was announced for the 2026 filing season.
- **TaxAct Professional** — Tax preparation software for professional preparers, with workflow add-ons including client portals and e-signatures.
- **SmartFile AI** — In-product assistant for explanations, navigation and eligible issue resolution; TaxAct directs personalized tax advice to human experts.
- **TaxAct connector for Claude** — Tools for comparing filing costs, bracket-based estimates and document checklists; does not replace tax preparation and e-filing.
- **Donation Assistant** — Noncash charitable-donation valuation and ledger tool, listed in the June 2026 update log.

## Achievements

- Offered free federal software and free e-file to all American taxpayers in the 2005 tax season, according to its 2012 acquisition announcement.
- Its proposed acquisition by H&R Block was blocked in 2011 following an antitrust challenge.
- Reports more than 113 million cumulative consumer and professional federal e-files since 2000.
- Cinven affiliate completed a $720 million acquisition in December 2022.

## Latest updates

- **2026-01** — Announced expanded Xpert Full Service, Spanish-language support, mobile document uploads and Refund Advance.
- **2026-04** — Update log lists the introduction of SmartFile AI.
- **2026-06** — Update log lists Donation Assistant for noncash contributions.
- **2026-07** — Update log lists availability of the TaxAct connector inside Claude.
- **2026-09** — Advertised a $70 federal-and-all-states online 2025 Form 1040 offer for qualifying new customers starting on or after September 17 and filing by October 15, 2026.

## Links

- Website: https://www.taxact.com/
- LinkedIn: https://www.linkedin.com/company/taxact/
- Twitter/X: https://x.com/TaxAct
- YouTube: https://www.youtube.com/taxact
- Instagram: https://www.instagram.com/taxact/
- Facebook: https://www.facebook.com/TaxAct/
- TikTok: https://www.tiktok.com/@taxact

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Profile page: https://yespress.io/taxact
Published by YesPress — https://yespress.io
Last updated: 2026-10-01