Insights

Niche Focus Small accounting firm aimed at 2-10 employees with US-wide service offering and online e-filing capabilities. Potential sales angle: affordable, scalable tax and accounting solutions tailored for small practices or micro-entities expanding clients across states.

Digital Reach Tech stack includes AWS, WordPress, Google Ads, Criteo, and analytics tools. Opportunity to propose integrated marketing automation, ads optimization, and secure cloud-hosted tax processing to enhance online client acquisition and retention.

Automation Edge Recent Copilot chatbot addition and emphasis on fast, safe e-filing indicate readiness for AI-assisted client interactions. Upsell or cross-sell AI-driven client intake, document handling, and compliance workflows to small firms seeking efficiency.

Growth Mobility Revenue range and US-wide service imply potential for strategic partnerships with regional CPA networks, fintechs, or tax software platforms seeking tax advisory and filing services for their user bases.

Competitive Landscape Industry peers range from large multi-thousand employee firms to tech-enabled services; position is lean with a high-touch advisory model. Sell value of personalized service, niche tax credits, and proactive planning to win over small business clients seeking trust and responsiveness.

Similar companies to ForMyTax

ForMyTax Tech Stack

ForMyTax uses 8 technology products and services including Microsoft Clarity, Gravatar, Amazon Web Services, and more. Explore ForMyTax's tech stack below.

ForMyTax's Email Address Formats

ForMyTax uses at least 1 email format:
ForMyTax Email FormatsExamplePercentage
FLast@formytax.comJDoe@formytax.com
100%

Frequently Asked Questions

What is ForMyTax's phone number?

Minus sign iconPlus sign icon
You can contact ForMyTax'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 ForMyTax's official website and social media links?

Minus sign iconPlus sign icon
ForMyTax's official website is formytax.com and has social profiles on LinkedIn.

How much revenue does ForMyTax generate?

Minus sign iconPlus sign icon
As of November 2026, ForMyTax's annual revenue is estimated to be $1M - $10M.

What is ForMyTax's SIC code and NAICS code?

Minus sign iconPlus sign icon
ForMyTax's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does ForMyTax have currently?

Minus sign iconPlus sign icon
As of November 2026, ForMyTax has approximately 3 employees across 2 continents, including North America and Asia. Key team members include Us Taxation Executive: A. G. Explore ForMyTax's employee directory with LeadIQ.

What industry does ForMyTax belong to?

Minus sign iconPlus sign icon
ForMyTax operates in the Accounting industry.

What technology does ForMyTax use?

Minus sign iconPlus sign icon
ForMyTax's tech stack includes Microsoft Clarity, Gravatar, Amazon Web Services, WordPress, Shopify, Microsoft 365, Tawk.to and Elementor Header & Footer Builder.

What is ForMyTax's email format?

Minus sign iconPlus sign icon
ForMyTax's email format typically follows the pattern of FLast@formytax.com. Find more ForMyTax email formats with LeadIQ.

When was ForMyTax founded?

Minus sign iconPlus sign icon
ForMyTax was founded in 2010.
ForMyTax logo

ForMyTax

AccountingCalifornia, United States2-10 Employees

ForMyTax.Com is a small accounting firm based in Tustin, California, offering a range of accounting and tax advisory services to clients across the United States. The company emphasizes support for income tax filing, helping individuals interpret forms and identify deductions and credits to maximize benefits, with an emphasis on convenience, security, and accessibility through electronic filing that operates around the clock. Its team comprises professionals with backgrounds including CPAs, management consultants, MBAs, and other graduates, highlighting a focus on both technical tax expertise and broader advisory capabilities. The business presents itself as a relationship-driven practice that partners with clients, aiming to accompany them through the tax process from planning to filing, and to provide trust and support that enables clients to focus on other priorities. Based in the Southern California region, the firm positions itself within the accounting industry by offering a full spectrum of services designed to support clients nationwide, leveraging a compact team to deliver personalized service.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2010
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    ForMyTax's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.