Insights

National reach Ideal Tax Solution serves all 50 states, indicating a broad potential client base across the United States. This suggests sales opportunities through scalable services, partnerships, and nationwide marketing campaigns that address varied state tax debt regulations and resolution programs.

Affordable representation With a mission centered on affordable, expert tax resolution, emphasize value-driven offerings and flexible pricing options to attract cost-conscious individuals and businesses facing IRS or state agency debt, potentially upselling ongoing compliance and tax preparation services.

Strong credibility BBB Accredited with an A rating and a history of rapid growth positions ITS as a trusted brand. Sales strategies can leverage credibility in client pitches, referral programs, and partnerships with financial services firms seeking reputable tax resolution providers.

Tech-enabled Adoption of tools like QuickBooks, Site Kit, and applicant tracking systems (JazzHR, ApplicantPro) indicates mature internal processes. Market ITS as a tech-forward service with streamlined onboarding, scalable case management, and secure client portals to improve conversion and throughput.

Targeted segments Historically expanding to more states and serving thousands of clients suggests opportunities to tailor messaging to individuals with large tax debts, small businesses, and self-employed professionals. Develop vertical-specific offerings and case studies to accelerate outreach and close deals with regional tax resolution needs.

IdealTax Tech Stack

IdealTax uses 8 technology products and services including QuickBooks, Looker, iCIMS, and more. Explore IdealTax's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Looker
    Analytics
  • iCIMS
    Applicant Tracking Systems
  • ApplicantPro
    Applicant Tracking Systems
  • Twilio
    IT Infrastructure
  • Underscore.js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • OceanWP
    Web Platform Extensions

IdealTax's Email Address Formats

IdealTax uses at least 2 format(s):
IdealTax Email FormatsExamplePercentage
First@idealtax.comJohn@idealtax.com
50%
First.Last@idealtax.comJohn.Doe@idealtax.com
50%
First.Last@idealtaxsolution.comJohn.Doe@idealtaxsolution.com
74%
First@idealtaxsolution.comJohn@idealtaxsolution.com
18%
Last@idealtaxsolution.comDoe@idealtaxsolution.com
5%
FirstL@idealtaxsolution.comJohnD@idealtaxsolution.com
3%

Frequently Asked Questions

What is IdealTax's phone number?

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You can contact IdealTax'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 IdealTax's official website and social media links?

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IdealTax's official website is idealtax.com and has social profiles on LinkedIn.

How much revenue does IdealTax generate?

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As of July 2026, IdealTax's annual revenue is estimated to be $50M - $100M.

What is IdealTax's NAICS code?

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IdealTax's NAICS code is 52 - Finance and Insurance.

How many employees does IdealTax have currently?

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As of July 2026, IdealTax has approximately 77 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Senior Sales Associate: E. V.Freelance It Consultant: A. E.Finance & Marketing Coordinator: A. E. H.. Explore IdealTax's employee directory with LeadIQ.

What industry does IdealTax belong to?

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IdealTax operates in the Financial Services industry.

What technology does IdealTax use?

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IdealTax's tech stack includes QuickBooksLookeriCIMSApplicantProTwilioUnderscore.jsjQuery MigrateOceanWP.

What is IdealTax's email format?

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IdealTax's email format typically follows the pattern of First@idealtax.com. Find more IdealTax email formats with LeadIQ.

When was IdealTax founded?

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IdealTax was founded in 2009.
IdealTax logo

IdealTax

Financial ServicesCalifornia, United States51-200 Employees

Ideal Tax Solution is a California-based firm that provides tax resolution services to individuals facing substantial tax debts, aiming to reduce the stress associated with such issues through professional representation against the IRS and state revenue agencies. The organization relies on a personalized approach, drawing on a team of tax attorneys and enrolled agents to defend taxpayer rights and work toward resolving ongoing tax burdens. It is headquartered in Costa Mesa, Orange County, and is licensed to offer tax resolution services in all 50 states.

The company holds accreditation from the Better Business Bureau with an A rating, reflecting its standing in the industry. It was founded by tax attorneys who aimed to supply expert representation to taxpayers across the nation.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    IdealTax's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    IdealTax's revenue is estimated to be in the range of $50M - $100M

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