Tax Protection Plus - Private Equity Investment
There’s something deeply satisfying about watching a quiet juggernaut get its due, and on April 9, Tax Protection Plus finally stepped into the spotlight with a private equity investment backed by the sharp suits at Quad-C Management. No dollar amount dropped, no confetti launch, but make no mistake, this is a power move from a company that’s been playing the long game while the rest of the industry kept chasing shiny objects.
Founded in 2004 and officially incorporated in 2014, Tax Protection Plus didn’t show up to break the mold, they built their own. Headquartered in Winston-Salem, NC, and operating nationwide, they’ve been handling the financial messes no one likes to talk about: audit defense, identity theft restoration, and post-filing protection. It’s the grown-up side of fintech, and they’ve been doing it with precision long before “regtech” had a hashtag.
This isn’t a startup moonshot built on hype and hope. It’s a lean, lethal operation serving over 20,000 tax professionals and protecting more than 10 million taxpayers. That’s not traction; that’s trust. And that $1 Million Tax Audit Defense™ and $2,500 Tax Prep Guarantee? Not just marketing smoke. That’s what happens when full-time CPAs and EAs are in the trenches, shaving seven hours off every audit. You don’t scale that without knowing what the hell you’re doing.
CEO Matt Lievens is staying strapped in for the next ride. So is COO Jill Evans. Behind the scenes, Tim Billings and Chris Tollefsen from Quad-C are bringing serious operational heat; these guys have scaled 85 platform companies. Now they’ve got Tax Protection Plus in the portfolio, and you better believe the roadmap just got more aggressive.
The game plan? Double down on software integrations with heavy hitters like Drake Software and TaxAct. Broaden identity theft restoration. Keep feeding the machine with real specialists who get this world inside and out. They’re also deepening partnerships with Liberty Tax and TaxSlayer Pro because when you’ve got something that works, distribution isn’t an afterthought; it’s a multiplier.
Here’s the twist most folks miss: tax resolution and cybersecurity aren’t just about numbers and forms. They’re about peace of mind at scale. In a world where 10 million IRS audits hit every year and identity theft keeps breaking records, Tax Protection Plus isn’t just cleaning up messes; they’re engineering calm in chaos. Quietly. Effectively. Nationwide.
So yeah, no fireworks. No unicorn valuation headlines. Just a deep-pocketed PE firm backing a company that’s already profitable, already proven, and ready to scale smarter, not louder. That’s the kind of move that doesn’t just turn heads, it earns respect.
Let’s keep the momentum going across the tech ecosystem. Whether you’re a founder shaping the future, a leader driving change, a VC backing bold ideas, or an investor spotting the next big thing, together, we’re pushing boundaries. Proud to be building the future with you.
Let’s connect on LinkedIn and keep the conversation going.