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 flexibility - 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.

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.

Chris Walters President and Chief Executive Officer
Ann Bruder Chief Legal, Development and Administration Officer
Curtis Campbell President of Software
Raj Doshi Chief Growth and Marketing Officer
Jody Diaz Chief Human Resources Officer
Erin Gajdalo SVP of Operational Performance
Paul Lehman Chief Information Officer
Todd Mackay President of Avantax Wealth Management
Marc Mehlman Chief Financial Officer
Enrique Vasquez Managing Director of Practice Acquisition
Chris Walters President and Chief Executive Officer
Ann Bruder Chief Legal, Development and Administration Officer
Curtis Campbell President of Software
Jody Diaz Chief Human Resources Officer
Raj Doshi Chief Growth and Marketing Officer
Erin Gajdalo SVP of Operational Performance
Paul Lehman Chief Information Officer
Todd Mackay President of Avantax Wealth Management
Marc Mehlman Chief Financial Officer
Enrique Vasquez Managing Director of Practice Acquisition
Chris Walters President and Chief Executive Officer
Ann Bruder Chief Legal, Development and Administration Officer
Curtis Campbell President of Software
Jody Diaz Chief Human Resources Officer
Raj Doshi Chief Growth and Marketing Officer
Erin Gajdalo SVP of Operational Performance
Paul Lehman Chief Information Officer
Todd Mackay President of Avantax Wealth Management
Marc Mehlman Chief Financial Officer
Enrique Vasquez Managing Director of Practice Acquisition