How many Tax Preparation acquisitions have there been?

There are 56 recorded acquisitions in the Tax Preparation sector spanning 2006-2026, totalling $9.24B in disclosed deal value.

Who are the biggest acquirers in Tax Preparation?

The most active acquirers in Tax Preparation include Xeinadin Group, Mercer Advisors, EisnerAmper.

What are the largest Tax Preparation acquisitions ever?

The largest disclosed Tax Preparation acquisitions include Vista Equity Partners's purchase of Avalara ($8.4B, 2022), Thomson Reuters's purchase of SurePrep ($500M, 2022), Sumeru Equity Partners's purchase of K1x ($175M, 2026).

How many Tax Preparation acquisitions have there been in the last 1 year?

There have been 24 recorded Tax Preparation acquisitions in the last year.

What is the average Tax Preparation deal size?

The average disclosed deal size in the Tax Preparation sector is $2.31B.

What is the median Tax Preparation deal size?

The median disclosed deal size in the Tax Preparation sector is $337.5M.

Which year had the most Tax Preparation acquisitions?

The most Tax Preparation acquisitions in a single year were recorded in 2026, with 18 deals.

Tax Preparation

Name: Tax Preparation Companies, Acquisitions & Funding
Creator: Acquirezy
License: https://acquirezy.com/terms
Keywords: Tax Preparation, acquisitions, funding, M&A, investors, companies

Companies, acquisitions, funding rounds and active investors across the Tax Preparation sector.

Companies

14,302

Acquisitions

Total Funding

$4.09B

Funding Rounds

175

Active Investors

Tax Preparation Acquisitions

56 results

Acquiree Name			Acquirer Name	Acquiree Industries	Acquiree Hq Country
Godfrey Wilson Limited	—	2026-07-06	Gravita	Accounting Business Information Systems Business Process Automation (BPA)Consulting Financial Services Non Profit Small and Medium Businesses Tax Consulting Tax Preparation	—
Chamberlin Owen & Co., Cpas	—	2026-07-01	BHM CPA Group	Accounting Bookkeeping and Payroll Consulting Financial Services Management Consulting Tax Consulting Tax Preparation	United States
Barron Corporate Tax	—	2026-06-19	DuCharme, McMillen & Associates	Financial Services Tax Consulting Tax Preparation	United States
Alan W. Simons & Co	—	2026-06-01	Xeinadin Group	Accounting Bookkeeping and Payroll Consulting Tax Preparation	United Kingdom
The Molieri Group	—	2026-05-12	Nichols, Cauley & Associates	Accounting Bookkeeping and Payroll Compliance Tax Preparation	United States

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Tax Preparation Funding Rounds

175 results

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Organization Name	Funding Type			Lead Investor Names	Org Hq Country

1–5 of 175Show

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Top Tax Preparation Investors

Top Tax Preparation Companies

eClear Numeral Byron Jupid Tax Zamp TaxStreem Haro Ross K1x Juno Sumly Humber Freeport Gonzalez Advisors

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M&A by year

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Datasets

Top Companies

Top Industries

Years (1990-2026)