Insights

Revenue Potential M&A State Tax Specialist, LLC targets Fortune 100 and mid-market enterprises with significant state tax exposure and potential refunds, presenting a high-value upsell path for clients seeking substantial tax savings.

Contingency Model The majority of refund review and recovery services are performance fee based, offering a low-risk entry point for prospects and a compelling value proposition for businesses wary of upfront costs.

Audit Defense Expertise Deep experience in audit defense, reverse audits, and managed audits positions the firm as a trusted partner for clients facing complex state sales and use tax and franchise tax challenges.

Tech Enablement Utilization of a modern tech stack including iCIMS, Wix, WooCommerce, Google Cloud and analytics tools supports scalable client onboarding, digital marketing, and data-driven tax recovery initiatives.

Growth Signals Small team size (2-10 employees) with robust revenue potential and a niche focus on state tax recovery indicates opportunities to cross-sell related compliance and advisory services to growing mid-market firms.

M&A State Tax Specialist, LLC Tech Stack

M&A State Tax Specialist, LLC uses 8 technology products and services including iCIMS, Wix, WooCommerce, and more. Explore M&A State Tax Specialist, LLC's tech stack below.

iCIMS

Applicant Tracking Systems

Wix

Content Management System

WooCommerce

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

Sentry

Issue Trackers

Piwik PRO Core

Web Analytics

MailChimp for WordPress

Web Platform Extensions

M&A State Tax Specialist, LLC Email Formats	Example	Percentage
FLast@danmartinez.com	JDoe@danmartinez.com	81%
First@danmartinez.com	John@danmartinez.com	19%

M&A State Tax Specialist, LLC Email Formats

Example

Percentage

FLast@danmartinez.com

JDoe@danmartinez.com

81%

First@danmartinez.com

John@danmartinez.com

19%

Frequently Asked Questions

What is M&A State Tax Specialist, LLC's phone number?

You can contact M&A State Tax Specialist, LLC's main corporate office by phone at

+1-713-981-****

. 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 M&A State Tax Specialist, LLC's official website and social media links?

M&A State Tax Specialist, LLC's official website is danmartinez.com and has social profiles on LinkedIn.

How much revenue does M&A State Tax Specialist, LLC generate?

As of October 2026, M&A State Tax Specialist, LLC's annual revenue is estimated to be $1M - $10M.

What is M&A State Tax Specialist, LLC's NAICS code?

M&A State Tax Specialist, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does M&A State Tax Specialist, LLC have currently?

As of October 2026, M&A State Tax Specialist, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Vice President Tax Policy And Government Relations: J. J., General Counsel: B. C. and Administrative Assistant: H. W. Explore M&A State Tax Specialist, LLC's employee directory with LeadIQ.

What industry does M&A State Tax Specialist, LLC belong to?

M&A State Tax Specialist, LLC operates in the Financial Services industry.

What technology does M&A State Tax Specialist, LLC use?

M&A State Tax Specialist, LLC's tech stack includes iCIMS, Wix, WooCommerce, Microsoft 365, Google Cloud, Sentry, Piwik PRO Core and MailChimp for WordPress.

What is M&A State Tax Specialist, LLC's email format?

M&A State Tax Specialist, LLC's email format typically follows the pattern of FLast@danmartinez.com. Find more M&A State Tax Specialist, LLC email formats with LeadIQ.

When was M&A State Tax Specialist, LLC founded?

M&A State Tax Specialist, LLC was founded in 1991.

M&A State Tax Specialist, LLC

Q: How many employees does M&A State Tax Specialist, LLC have currently?

M&A State Tax Specialist, LLC has approximately 5 employees.

Q: What technology does M&A State Tax Specialist, LLC use?

M&A State Tax Specialist, LLC's tech stack includes Open Graph, MonsterInsights, X-Content-Type-Options, Modernizr, MySQL.

Q: What is M&A State Tax Specialist, LLC's NAICS code?

M&A State Tax Specialist, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States2-10 Employees

M&A State Tax Specialist, LLC is a financial services firm based in Sugar Land, Texas, focused on state tax issues related to sales and use tax as well as franchise and margin tax. The firm reports it reduces exposure and tax overpayments by more than $5 million annually for its clients, and it provides strategies to identify refunds and recovery opportunities while supporting audit defense. Its client base includes Fortune 100 and mid-market enterprises, with services aimed at reducing future tax liabilities through audit defense and recovery programs.

Its work draws on extensive experience with audit defense projects, reverse audits, overpayment reviews, and managed audits, and relies on a deep understanding of state tax codes and Comptroller policies. A large portion of refund review and recovery engagements are performed on a contingency basis, shifting risk from clients to the firm, reflecting its long-standing state tax expertise—over 90 years combined—in a small team.

Insights

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