Insights

Tax optimization Target The Tax Office, Inc. as a potential client for wealth management and tax planning services, given their focus on comprehensive consulting to minimize tax effects for individuals and businesses.

Growth potential With revenue in the mid six-figures to low seven-figures range and a lean employee base, explore scalable service offerings such as outsourced tax planning, advisory packages, and cloud-based accounting solutions to support growth without significant headcount.

Tech enablement Leverage their current tech stack (MySQL, Microsoft 365, Google Analytics) to propose integrated data analytics, client portal enhancements, and secure document workflows that improve efficiency and client experience.

Competitive landscape Position as a cost-efficient, mid-market alternative to large firms by emphasizing personalized service, rapid responsiveness, and specialized tax planning for individuals and SMBs, given peers range from boutique to national firms.

Expansion signals Given the firm’s mission to be a complete tax solution, package cross-sell opportunities across tax planning, business consulting, and wealth management services, and consider strategic partnerships or scalable offerings to support potential client diversification.

The Tax Office, Inc. Tech Stack

The Tax Office, Inc. uses 8 technology products and services including MySQL, Microsoft 365, Underscore.js, and more. Explore The Tax Office, Inc.'s tech stack below.

  • MySQL
    Database
  • Microsoft 365
    Email
  • Underscore.js
    Javascript Libraries
  • Office 365
    Office Suites
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • MediaElement.js
    Video Players
  • Google Search Console
    Web Analytics

The Tax Office, Inc.'s Email Address Formats

The Tax Office, Inc. uses at least 1 format(s):
The Tax Office, Inc. Email FormatsExamplePercentage
FLast@plan4tax.comJDoe@plan4tax.com
79%
Last@plan4tax.comDoe@plan4tax.com
16%
FirstL@plan4tax.comJohnD@plan4tax.com
5%

Frequently Asked Questions

What is The Tax Office, Inc.'s phone number?

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You can contact The Tax Office, Inc.'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 The Tax Office, Inc.'s official website and social media links?

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The Tax Office, Inc.'s official website is plan4tax.com and has social profiles on LinkedIn.

How much revenue does The Tax Office, Inc. generate?

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

What is The Tax Office, Inc.'s SIC code NAICS code?

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The Tax Office, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does The Tax Office, Inc. have currently?

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As of July 2026, The Tax Office, Inc. has approximately 1 employees across 2 continents, including North AmericaEurope. Key team members include Property Manager: A. B.Tax Administrator: M. N.. Explore The Tax Office, Inc.'s employee directory with LeadIQ.

What industry does The Tax Office, Inc. belong to?

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The Tax Office, Inc. operates in the Accounting industry.

What technology does The Tax Office, Inc. use?

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The Tax Office, Inc.'s tech stack includes MySQLMicrosoft 365Underscore.jsOffice 365Yoast SEOGoogle Tag ManagerMediaElement.jsGoogle Search Console.

What is The Tax Office, Inc.'s email format?

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The Tax Office, Inc.'s email format typically follows the pattern of FLast@plan4tax.com. Find more The Tax Office, Inc. email formats with LeadIQ.
The Tax Office, Inc. logo

The Tax Office, Inc.

AccountingCalifornia, United States0-1 Employees

The Tax Office, Inc. operates within the accounting industry, offering a broad range of consulting and planning services aimed at helping individuals and businesses manage wealth and minimize tax implications arising from complex decisions. Based in Roseville, California, the firm emphasizes guiding clients toward meeting management objectives through strategies that address both personal and business tax considerations. With a focus on delivering comprehensive tax solutions, the company positions itself as a partner for clients seeking ongoing tax planning and wealth management support. The organization appears to have a very small or solo operation, reflecting a lean professional footprint in its local market.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
0-1

Section iconFunding & Financials

  • $25M - $50M

    The Tax Office, Inc.'s revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    The Tax Office, Inc.'s revenue is estimated to be in the range of $25M - $50M

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