Insights

Boutique Firm Small client base (2-10 employees) but personalized tax and accounting services present an opportunity to upsell scalable outsourced services such as payroll, on/off-site accounting, and tax preparation for small business owners seeking tailored support.

Personalized Service Emphasize a concierge approach to work-life balance for clients, positioning as a high-touch alternative to larger firms. Potential sales path includes offering flexible engagement models and retainer-based monthly accounting packages.

Technology Stack Leverage existing tools like Microsoft 365 and Google Analytics to propose integrated digital workflows, client portals, and data-driven advisory services. Cross-sell analytics, reporting dashboards, and cloud-based collaboration.

Local Focus Located in Loretto, MN with a regional footprint ideal for targeting nearby small businesses and owner-operators seeking compliant, compliant tax planning and local expertise. Growth potential through community-focused marketing and referrals.

Competitive Positioning Differentiate from national firms by offering scalable, affordable solutions with a personal touch. Potential sales angle: partner with larger networks or firms for white-label services, expanding the addressable market without sacrificing intimacy.

Similar companies to CAS Tax & Accounting Services, Inc.

CAS Tax & Accounting Services, Inc. Tech Stack

CAS Tax & Accounting Services, Inc. uses 8 technology products and services including Amazon Route 53, Office 365, X-XSS-Protection, and more. Explore CAS Tax & Accounting Services, Inc.'s tech stack below.

  • Amazon Route 53
    Domain Name Services
  • Office 365
    Office Suites
  • X-XSS-Protection
    Security
  • HSTS
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Twenty Twelve
    Web Platform Extensions
  • Apache
    Web Servers

CAS Tax & Accounting Services, Inc.'s Email Address Formats

CAS Tax & Accounting Services, Inc. uses at least 1 format(s):
CAS Tax & Accounting Services, Inc. Email FormatsExamplePercentage
First@castaxmn.comJohn@castaxmn.com
100%

Frequently Asked Questions

What is CAS Tax & Accounting Services, Inc.'s phone number?

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You can contact CAS Tax & Accounting Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

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CAS Tax & Accounting Services, Inc.'s official website is castaxmn.com and has social profiles on LinkedIn.

How much revenue does CAS Tax & Accounting Services, Inc. generate?

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As of July 2026, CAS Tax & Accounting Services, Inc.'s annual revenue is estimated to be <$1M.

What is CAS Tax & Accounting Services, Inc.'s SIC code NAICS code?

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CAS Tax & Accounting Services, 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 CAS Tax & Accounting Services, Inc. have currently?

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As of July 2026, CAS Tax & Accounting Services, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Owner: C. S.Accountant: J. N. K.. Explore CAS Tax & Accounting Services, Inc.'s employee directory with LeadIQ.

What industry does CAS Tax & Accounting Services, Inc. belong to?

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CAS Tax & Accounting Services, Inc. operates in the Accounting industry.

What technology does CAS Tax & Accounting Services, Inc. use?

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CAS Tax & Accounting Services, Inc.'s tech stack includes Amazon Route 53Office 365X-XSS-ProtectionHSTSX-Content-Type-OptionsGoogle AnalyticsTwenty TwelveApache.

What is CAS Tax & Accounting Services, Inc.'s email format?

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CAS Tax & Accounting Services, Inc.'s email format typically follows the pattern of First@castaxmn.com. Find more CAS Tax & Accounting Services, Inc. email formats with LeadIQ.

When was CAS Tax & Accounting Services, Inc. founded?

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CAS Tax & Accounting Services, Inc. was founded in 2011.
CAS Tax & Accounting Services, Inc. logo

CAS Tax & Accounting Services, Inc.

AccountingMinnesota, United States2-10 Employees

CAS Tax & Accounting Services, Inc. operates in the accounting sector, offering personalized tax and accounting support to individuals and businesses. The firm emphasizes a tailored service package that can include payroll options, on- or off-site accounting, and assistance with individual and business tax returns, aimed at allowing clients to focus on growing their operations or managing family needs. Based in Loretto, Minnesota, the company serves a small-business and professional audience seeking practical, flexible financial management solutions. The firm positions itself as providing a personal approach to client needs, with services designed to adapt to varying professional requirements while supporting efficient financial administration.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2011
Employees
2-10

Section iconFunding & Financials

  • <$1M

    CAS Tax & Accounting Services, Inc.'s revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    CAS Tax & Accounting Services, Inc.'s revenue is estimated to be in the range of <$1M

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