TaxExact

Accounting & Tax Software · Financial Services

Overview

Our Story Founder & CEO Patrick Roberts, CPA Hi, I'm Pat Roberts, CPA and Founder of TaxExact. Like you, I struggled with a bottleneck at the review level in my CPA firm.

Key facts

These are the key facts about TaxExact on Alion as of Nov 13, 2026. TaxExact is headquartered in Spencerport, United States. It was founded in 2020. The latest round is Convertible Note of $25k, announced in 2021.

Headquarters
Spencerport, United StatesAlion company profile, updated Nov 13, 2026
Founded
2020Alion company profile, updated Nov 13, 2026
Employees
1-10Alion company profile, an estimated range
Total raised
$25kSum of 1 equity round Alion knows
Latest round
Convertible Note · $25k · Jan 18, 2021SEC Form D filing · sec.gov
Official records

Funding and backers

Total raised
$25k
1 round on record
Latest round
$25k
Convertible Note · Jan 2021 · 5 yr ago
Team
1-10
employees, estimated range
The money's age
Long since its last round
69 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jan 18, 2021 Raised a round Convertible Note $25k · SEC Form D 2020 Founded
Funding rounds
RoundDateAmountInvestorsSource
Convertible Note Jan 2021 $25k — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity TaxExact, Inc. SEC Form D
Founders and leadersfrom filings, registers and the company's site
Patrick RobertsExecutive Officer, DirectorSEC Form D
Janel SykoraExecutive Officer, DirectorSEC Form D
Daniel BaschExecutive Officer, DirectorSEC Form D
James ReillyExecutive Officer, DirectorSEC Form D
Investors in similar startupsfunds that back the companies most like this one
Andreessen Horowitz
backs Black Ore
General Catalyst
backs Black Ore
Headline
backs Skalar
firstminute capital
backs Harness
North Zone
backs Filed
a16z speedrun
backs Grove
Similar startupsby what they do, their industry and backers
Harness
Harness runs the engine behind established CPA firms — AI tax prep, concierge support, one data layer, and a national back-office. Clients…
Black Ore11-50 employees
Black Ore's Tax Autopilot automates tax preparation for CPA firms with 99% accuracy and 98% time savings. Trusted by 40% of Top 20 firms…
Grove
The AI tax workflow for CPA firms doing 1040s at scale. Auto-collect prior-year returns, organizers, and source docs, then prep, review…
Crunchafi51-200 employees · 1 role
Crunchafi develops intuitive SaaS solutions built to improve the lives of CPA firms and their clients. From lease accounting to data…
TaxfyleSeries B $20M · 4 yr ago · 11-50 employees · 4 roles
Get a licensed CPA or EA to solve your accounting needs. Taxfyle connects you to an accountant that can e-file your tax return for yourself…
FiledVenture round $17.2M · 17 mo ago · 51-200 employees · 26 roles
Filed reads client source documents, preps the return, and reviews it line by line inside the tax software your firm already runs. SOC 2…

Financials

Total raised
$25k
Latest round
Convertible Note
Funding rounds
1
Funding rounds
Round Announced Amount
Convertible Note 2021 $25k Details

People

Patrick Roberts
Executive Officer, Director
SEC Form D
Janel Sykora
Executive Officer, Director
SEC Form D
Daniel Basch
Executive Officer, Director
SEC Form D
James Reilly
Executive Officer, Director
SEC Form D
Catherine Baranowski
Director
SEC Form D
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Spencerport United States
HQ
1-10 est. staff

How to cite this page

Alion, "TaxExact: key facts", as of Nov 13, 2026. https://alion.io/company/taxexact

These figures are published under a free licence. You may reuse them, including commercially, as long as you credit Alion and link back to this page. CC BY-SA 4.0