Insights

Comprehensive Service Offering Tax & Financial Services provides a wide-ranging suite of accounting, tax, payroll, and budget management solutions, presenting an opportunity to upsell integrated financial management packages to existing clients or to attract businesses seeking a one-stop financial service provider.

SMB Market Focus With a company size of 11 to 50 employees and revenue between 25 million to 50 million dollars, the firm primarily targets small to medium-sized businesses, offering tailored accounting and payroll solutions that resonate with the needs of growing enterprises in this segment.

Technology Adoption Utilizing key tools like QuickBooks and a tech stack that includes WordPress, Shopify, and SEO platforms indicates openness to digital solutions and online presence enhancement, suggesting opportunities for offering advanced financial software integrations or digital marketing services.

Growth Potential Given the firm's revenue range and expansion into services such as QuickBooks setup and training, there is potential value in promoting additional training, ongoing advisory, or cloud-based financial solutions to help clients scale and optimize their operations.

Competitive Positioning Operating in a competitive landscape with large firms like KPMG and Deloitte, Tax & Financial Services can differentiate through personalized services, local expertise, and flexible offerings, positioning itself as a trusted partner for local businesses seeking specialized financial services.

Tax & Financial Services Tech Stack

Tax & Financial Services uses 8 technology products and services including WordPress, Shopify, Twemoji, and more. Explore Tax & Financial Services's tech stack below.

  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • Twemoji
    Font Scripts
  • Floating UI
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers
  • ShareThis
    Widgets

Media & News

Tax & Financial Services's Email Address Formats

Tax & Financial Services uses at least 1 format(s):
Tax & Financial Services Email FormatsExamplePercentage
First@taxfinancialusa.comJohn@taxfinancialusa.com
50%
First@taxfinancialusa.comJohn@taxfinancialusa.com
50%

Frequently Asked Questions

Where is Tax & Financial Services's headquarters located?

Minus sign iconPlus sign icon
Tax & Financial Services's main headquarters is located at 3900 Newpark Malecón Suite 328 Newark, California 94560 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Tax & Financial Services's phone number?

Minus sign iconPlus sign icon
You can contact Tax & Financial Services'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 Tax & Financial Services's official website and social media links?

Minus sign iconPlus sign icon
Tax & Financial Services's official website is taxfinancialusa.com and has social profiles on LinkedIn.

What is Tax & Financial Services's SIC code NAICS code?

Minus sign iconPlus sign icon
Tax & Financial Services's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Tax & Financial Services have currently?

Minus sign iconPlus sign icon
As of March 2026, Tax & Financial Services has approximately 45 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Owner: L. R.Owner: J. O.Owner: C. M. S.. Explore Tax & Financial Services's employee directory with LeadIQ.

What industry does Tax & Financial Services belong to?

Minus sign iconPlus sign icon
Tax & Financial Services operates in the Accounting industry.

What technology does Tax & Financial Services use?

Minus sign iconPlus sign icon
Tax & Financial Services's tech stack includes WordPressShopifyTwemojiFloating UIYoast SEOApache HTTP ServerApacheShareThis.

What is Tax & Financial Services's email format?

Minus sign iconPlus sign icon
Tax & Financial Services's email format typically follows the pattern of First@taxfinancialusa.com. Find more Tax & Financial Services email formats with LeadIQ.

When was Tax & Financial Services founded?

Minus sign iconPlus sign icon
Tax & Financial Services was founded in 2007.

Tax & Financial Services

AccountingCalifornia, United States11-50 Employees

These are some of the services that we offer: 


Bookkeeping Services

• Reconciliation of bank account & credit card statement.
• General ledger showing the transactions included in each financial statement balance.
• Profit & Loss Statement tracking every Income & Expense of your business.
• Balance Sheet statement tracking every Asset, Receivable and payable of your business.
• Consultation to help you understand your financial information.

Tax Services

• Unemployment Tax Report (Quarterly)
• Business Tax Preparation (1120, 1120S, 1065 & Schedule C)
• Sales Tax Report (Monthly / Quarterly)
• Federal Payroll Tax Report (Bi-weekly, Monthly, Quarterly)
• Federal Unemployment Tax Report
• State/Individual Tax Preparation

Payroll Services

• Payroll Processing
• Payroll Tax Deposit and Filing
• Online Reports and Pay Statements
• General Ledger Interface
• Direct Deposit, Payroll Card and Check Reconciliation
• Time & Attendance
• Workers' Compensation Premium Management
• Wage Garnishment Processing
• Unemployment Compensation Management
• Job Tax Credit Services

Budget Set up & Tracking

Budget is a very essential tool for every business. It provides the business with the ability to forecast its future and financial growth. We will work with you to establish a budget tailored specifically for your business and help you track your business financial performance with your budget.

QuickBooks Set up & Training

QuickBooks is the leading Financial & accounting software for small & medium size businesses. As a QuickBooks Professional Advisors, we will work with you to help you set up QuickBooks at your place of business, and to train you and your employees on how to utilize QuickBooks to its fullest capacity.

Training is available on a group or individual basis.

Section iconCompany Overview

Headquarters
3900 Newpark Malecón Suite 328 Newark, California 94560 United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2007
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Tax & Financial Services's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Tax & Financial Services's revenue is estimated to be in the range of $25M$50M

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.