Insights

Niche solo practice Small, sole-practitioner tax consultancy embedded in a financial planning office presents a targeted cross-sell opportunity to offer integrated tax planning with wealth management services to existing clients.

Integrated services Position Magellan Tax Consultants as the tax arm of Magellan Planning Group to upsell comprehensive financial, estate, and tax planning, increasing client lifetime value.

Local contact Direct outreach to the founder and operating tax consultant (Henry) can unlock personalized conversations about revenue growth, referral networks, and joint marketing efforts.

Tech stack leverage Utilize analytics and website tech footprints to identify client segments and optimize outreach; emphasize data-driven marketing and measurable ROI in sales pitches.

Competitive positioning Market as a nimble, specialized tax service within a broader financial planning ecosystem to differentiate from large firms and win mid-market clients seeking personalized, integrated planning.

Similar companies to Magellan Tax Consultants, LLC

Magellan Tax Consultants, LLC Tech Stack

Magellan Tax Consultants, LLC uses 8 technology products and services including Hotjar, iCIMS, Amazon Web Services, and more. Explore Magellan Tax Consultants, LLC's tech stack below.

Magellan Tax Consultants, LLC's Email Address Formats

Magellan Tax Consultants, LLC uses at least 3 email formats:
Magellan Tax Consultants, LLC Email FormatsExamplePercentage
First@magellantax.comJohn@magellantax.com
100%
First@magellanplanning.comJohn@magellanplanning.com
86%
Middle@magellanplanning.comMichael@magellanplanning.com
14%

Frequently Asked Questions

What is Magellan Tax Consultants, LLC's official website and social media links?

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Magellan Tax Consultants, LLC's official website is magellanplanning.com and has social profiles on LinkedIn.

What is Magellan Tax Consultants, LLC's SIC code and NAICS code?

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Magellan Tax Consultants, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Magellan Tax Consultants, LLC have currently?

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As of August 2026, Magellan Tax Consultants, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Cpa: H. S. Explore Magellan Tax Consultants, LLC's employee directory with LeadIQ.

What industry does Magellan Tax Consultants, LLC belong to?

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Magellan Tax Consultants, LLC operates in the Financial Services industry.

What technology does Magellan Tax Consultants, LLC use?

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Magellan Tax Consultants, LLC's tech stack includes Hotjar, iCIMS, Amazon Web Services, jQuery CDN, Section.io, Microsoft 365, Datadog and Piwik PRO Core.

What is Magellan Tax Consultants, LLC's email format?

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Magellan Tax Consultants, LLC's email format typically follows the pattern of First@magellantax.com. Find more Magellan Tax Consultants, LLC email formats with LeadIQ.
Magellan Tax Consultants, LLC logo

Magellan Tax Consultants, LLC

Financial ServicesGeorgia, United States0-1 Employees

Magellan Tax Consultants, LLC operates within the financial services sector and provides comprehensive tax planning services as part of a broader financial planning offering. Based in Atlanta, Georgia, the firm works inside a financial planning office to deliver integrated financial, estate, and tax planning to clients, addressing the tax considerations that accompany broader financial goals. The company appears to serve clients seeking coordinated planning services, leveraging a combined approach to taxes and estate planning in the context of overall financial advice. The arrangement situates the practice within a local professional services environment, with a founder choosing to collaborate within Magellan Planning Group, Inc. Further information indicates the practice is newly established, operating in a closely held professional setting in the Atlanta area. A recent note from the practitioner references direct client inquiries and emphasizes accessible tax planning within the existing planning office.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Employees
0-1

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