TaxACT Acquires Balance Financial

Press Release by TaxACT


TaxACT is pleased to share some exciting news in anticipation of the upcoming tax season.  Today TaxACT acquired Balance Financial, a company with an amazing team behind leading web-based financial tools for both consumers and professionals.


Balance offers software and services to make financial chores simple and fast.  Their tools, education and guidance help businesses, individuals and families reach their financial goals.


Innovation and outstanding products


Both companies are committed to meaningful innovation and outstanding products that give consumers the confidence to improve their financial lives.


CNN Money and Entrepreneur Magazine have recognized Balance Financial for providing high-quality financial solutions.


We believe this acquisition is an investment in our long-term product roadmap as we continue towards our company’s mission to develop a robust suite of online tools, including easy-to-use mobile tools and integrated solutions that benefit TaxACT customers.

With this deal TaxACT welcomes some great talent including Balance co-founder and CEO Devin Miller. Devin will continue to lead product development and management of the PFM business.  The company will continue to operate out of their current Bellevue, WA office, as neighbors to our parent company, Blucora. TaxACT will remain in Cedar Rapids.


TaxACT is delighted to welcome Balance Financial to the family.


Check out their offerings at

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