financial know-how for all

At Blucora, we’re motivated by a simple belief - that everyone should have the tools and knowledge they need to master the complicated tax landscape and leverage it to their short and long-term benefit.

We bring simplicity and transparency to the tax filing process and enable our customers to leverage their full range of data for tax-advantaged investing. We have a focus on flexiblity - our customers are able to choose the level and nature of support they need for that specific point in their financial lifetime, from do-it-yourself tools to wealth management with a certified professional.

what we stand for

Everything we build and each decision we make is weighed against these three pillars. They serve as a daily reminder that our customers come first - that we exist to empower them to achieve their financial goals. When they win, we win - and that’s good for everyone.

Simplicity

Simplicity

We give our customers the power to master tax-complexity.

Expertise

Expertise

We give our customers the knowledge and tools to achieve their goals.

Value

Value

We give our customers gold-standard solutions and results at a great price.

For more detailed information about Blucora, click below to download our corporate overview.

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Leadership

Our management team brings together years of expertise in wealth management, tax preparation, and technology. Together, they're working toward the goal of creating a software and services that make it easy for people to achieve their financial goals.

John S. Clendening President and Chief Executive Officer
Davinder Athwal Chief Financial Officer
Ann Bruder Chief Legal Officer and Secretary
Tran Taylor Chief Human Resources Officer
Todd Mackay Interim CEO of HD Vest Financial Services
Mathieu Stevenson Chief Marketing Officer
Curtis Campbell President of TaxAct
Mathieu Stevenson President of Tax-Smart Innovation
John S. Clendening President and Chief Executive Officer
Sanjay Baskaran President of TaxAct
Ann Bruder Chief Legal Officer and Secretary
Todd Mackay Interim CEO of HD Vest Financial Services
Mathieu Stevenson Chief Marketing Officer
John S. Clendening President and Chief Executive Officer
Sanjay Baskaran President of TaxAct
Ann Bruder Chief Legal Officer and Secretary
Todd Mackay Interim CEO of HD Vest Financial Services
Mathieu Stevenson Chief Marketing Officer