Insights

Data security Recent data breach investigation signals a heightened risk posture and potential need for enhanced cybersecurity, compliance services, and data privacy solutions to restore client trust and prevent future incidents.

Wealth services Midwest-based financial services firm with a national client base and comprehensive wealth, investment, and retirement planning offerings presents cross-sell opportunities for advisory, insurance, and investment products to existing clients.

Growth potential Revenue range of 50 to 100 million and an employee count in the small to midsize business bracket indicate scalability opportunities for enterprise-grade solutions, partner programs, and expanded service lines to support growth.

Regulatory readiness Affiliations with registered investment and advisory entities (AIC, FINRA/SIPC) highlight the importance of robust compliance, risk management, and cybersecurity controls as value-added services for integrity and client confidence.

Digital enablement Tech stack usage including cloud, CDN, and video/media tools suggests opportunities to optimize client onboarding, digital marketing analytics, and secure data exchange through integrated IT and security solutions.

Tax Favored Benefits, Inc. Tech Stack

Tax Favored Benefits, Inc. uses 8 technology products and services including html5media, Amazon S3, Font Awesome, and more. Explore Tax Favored Benefits, Inc.'s tech stack below.

html5media

Audio, Video, Graphics

Amazon S3

Content Delivery Network

Font Awesome

Font Scripts

MobX

Javascript Libraries

Lozad.js

Javascript Libraries

SWFObject

Miscellaneous

Office 365

Office Suites

Priority Hints

Performance

Tax Favored Benefits, Inc. Email Formats	Example	Percentage
First@taxfavoredbenefits.com	John@taxfavoredbenefits.com	72%
FirstL@taxfavoredbenefits.com	JohnD@taxfavoredbenefits.com	22%
Last@taxfavoredbenefits.com	Doe@taxfavoredbenefits.com	6%

Tax Favored Benefits, Inc. Email Formats

Example

Percentage

First@taxfavoredbenefits.com

John@taxfavoredbenefits.com

72%

FirstL@taxfavoredbenefits.com

JohnD@taxfavoredbenefits.com

22%

Last@taxfavoredbenefits.com

Doe@taxfavoredbenefits.com

Frequently Asked Questions

What is Tax Favored Benefits, Inc.'s phone number?

You can contact Tax Favored Benefits, Inc.'s main corporate office by phone at

+1-913-648-****

. 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 Favored Benefits, Inc.'s official website and social media links?

Tax Favored Benefits, Inc.'s official website is taxfavoredbenefits.com and has social profiles on LinkedIn.

How much revenue does Tax Favored Benefits, Inc. generate?

As of July 2026, Tax Favored Benefits, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Tax Favored Benefits, Inc.'s NAICS code?

Tax Favored Benefits, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Tax Favored Benefits, Inc. have currently?

As of July 2026, Tax Favored Benefits, Inc. has approximately 38 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. W.Director Finance: G. G.Regional Service Manager: P. F.. Explore Tax Favored Benefits, Inc.'s employee directory with LeadIQ.

What industry does Tax Favored Benefits, Inc. belong to?

Tax Favored Benefits, Inc. operates in the Financial Services industry.

What technology does Tax Favored Benefits, Inc. use?

Tax Favored Benefits, Inc.'s tech stack includes html5mediaAmazon S3Font AwesomeMobXLozad.jsSWFObjectOffice 365Priority Hints.

What is Tax Favored Benefits, Inc.'s email format?

Tax Favored Benefits, Inc.'s email format typically follows the pattern of First@taxfavoredbenefits.com. Find more Tax Favored Benefits, Inc. email formats with LeadIQ.

When was Tax Favored Benefits, Inc. founded?

Tax Favored Benefits, Inc. was founded in 1978.

Tax Favored Benefits, Inc.

Q: How many employees does Tax Favored Benefits, Inc. have currently?

Tax Favored Benefits, Inc. has approximately 38 employees.

Q: What technology does Tax Favored Benefits, Inc. use?

Tax Favored Benefits, Inc.'s tech stack includes Amazon S3, SWFObject, Site24x7, html5media, MobX.

Q: What is Tax Favored Benefits, Inc.'s NAICS code?

Tax Favored Benefits, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesKansas, United States11-50 Employees

Tax Favored Benefits, Inc. operates in the financial services sector, offering wealth, investment and retirement planning services to individuals, families, and business owners. Based in Kansas City, the firm emphasizes a client-first approach and draws on a broad set of resources to support clients across the country, aiming to align financial planning with personal and professional goals. The company represents multiple business names, including insurance and financial services offerings, securities and investments through Ameritas Investment Company, LLC, and investment advisory services through TFB Advisors, LLC, with the related caveats about registration and non-tax or legal advice. The organization is positioned to serve a range of clients within states where its representatives are registered, and it emphasizes a straightforward ethical stance in its client relationships. A recent development noted in public records is a data breach inquiry involving the firm, underscoring ongoing regulatory and risk considerations in its operations.

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