Insights

Specialized Financial Services Accounting & Tax Planners Inc. offers a comprehensive range of tax and financial planning services, including multi-state filings, prior year amendments, and various visa-related tax returns, indicating potential to attract diverse individual and business clients requiring complex tax solutions.

Small Team Advantage With a very small team of 0-1 employees, the firm likely relies on specialized expertise and personalized service, presenting an opportunity to upsell advanced automation tools or outsourced support services to improve efficiency and expand capacity.

Niche Market Focus The company's focus on self-employed professionals, non-profits, and specialized visa categories suggests targeted marketing opportunities within niche segments that require tailored compliance and consulting services.

Digital Presence Utilizing DreamWeaver as part of their tech stack highlights a potential avenue for integrating modern digital marketing and website optimization solutions to enhance client engagement and generate new leads.

Growth Potential Given the competitive landscape with larger firms like H&R Block and RSM US LLP, there is an opportunity to position as a boutique, personalized alternative offering specialized, high-touch client service that could appeal to clients seeking tailored solutions over mass-market options.

Similar companies to Accounting & Tax Planners Inc.

Accounting & Tax Planners Inc. Tech Stack

Accounting & Tax Planners Inc. uses 3 technology products and services including Microsoft Azure DNS, DreamWeaver, Microsoft 365, and more. Explore Accounting & Tax Planners Inc.'s tech stack below.

  • Microsoft Azure DNS
    Domain Name Services
  • DreamWeaver
    Editors
  • Microsoft 365
    Email

Media & News

Accounting & Tax Planners Inc.'s Email Address Formats

Accounting & Tax Planners Inc. uses at least 1 format(s):
Accounting & Tax Planners Inc. Email FormatsExamplePercentage
First@taxplanners.proJohn@taxplanners.pro
100%

Frequently Asked Questions

Where is Accounting & Tax Planners Inc.'s headquarters located?

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Accounting & Tax Planners Inc.'s main headquarters is located at 303 5th Avenue, Suite 211. The company has employees across 1 continents, including North America.

What is Accounting & Tax Planners Inc.'s official website and social media links?

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Accounting & Tax Planners Inc.'s official website is taxplanners.pro and has social profiles on LinkedIn.

What is Accounting & Tax Planners Inc.'s SIC code NAICS code?

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Accounting & Tax Planners Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Accounting & Tax Planners Inc. have currently?

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As of December 2025, Accounting & Tax Planners Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Unknown: R. S.. Explore Accounting & Tax Planners Inc.'s employee directory with LeadIQ.

What industry does Accounting & Tax Planners Inc. belong to?

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Accounting & Tax Planners Inc. operates in the Accounting industry.

What technology does Accounting & Tax Planners Inc. use?

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Accounting & Tax Planners Inc.'s tech stack includes Microsoft Azure DNSDreamWeaverMicrosoft 365.

What is Accounting & Tax Planners Inc.'s email format?

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Accounting & Tax Planners Inc.'s email format typically follows the pattern of First@taxplanners.pro. Find more Accounting & Tax Planners Inc. email formats with LeadIQ.

Accounting & Tax Planners Inc.

AccountingNew York, United States0-1 Employees

Accounting & Tax Planners Inc. is a small accounting practice that concentrates on tax planning and consultations for individuals and smaller businesses. It handles multi-state considerations and prior-year filings, and serves self-employed professionals, freelancers, and corporations. The firm provides services for new business setups, QuickBooks advisory, and a range of compliance tasks such as sales tax and payroll returns. It also handles FBARs and non-resident returns, visa-related tax matters, nonprofit and fiduciary returns, amended filings, and complex arrangements like offers-in-compromise.

As a very small operation within the accounting industry, it offers a broad, advisory-focused scope to address tax efficiency and regulatory compliance for a diverse client base. The breadth of its services suggests an emphasis on end-to-end support, from planning and setup to ongoing returns and nuanced filings for individuals and organizations with complex tax needs.

Section iconCompany Overview

Headquarters
303 5th Avenue, Suite 211
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

Section iconFunding & Financials

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