Insights

Integrated CPA The firm combines accounting, tax planning, and investment advisory through Wealth Builders Financial Group, presenting a cross-sell opportunity for clients needing holistic financial services beyond traditional accounting.

Mid-market footprint With 11-50 employees and annual revenue in the 10M–25M range, the company sits in a mid-market segment that frequently seeks scalable back-office finance solutions, cloud-based collaboration tools, and outsourced payroll or advisory services.

Regional reach Located in Westminster, MD, the firm can be a gateway client for regional banks, software vendors, and professional service firms seeking local reference customers and channel partnerships in the Maryland belt.

Tech stack leverage Current technologies like Google Maps, Microsoft 365, SiteGround, and cloud infrastructure indicate openness to modernization; opportunities exist to offer data analytics, client portal enhancements, or security/compliance solutions.

Growth potential Revenue scale and client-focused, year-round planning signals readiness for expanded services such as CFO advisory, tax automation, R&D tax credits, or strategic planning packages to boost cash flow and profitability.

Wealth Builders CPA's & Consultants Tech Stack

Wealth Builders CPA's & Consultants uses 8 technology products and services including LiteSpeed Cache, Cookie Notice, MySQL, and more. Explore Wealth Builders CPA's & Consultants's tech stack below.

  • LiteSpeed Cache
    Caching
  • Cookie Notice
    Cookie Compliance
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Clipboard.js
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • SiteGround
    Platform As A Service
  • ZURB Foundation
    UI Frameworks

Wealth Builders CPA's & Consultants's Email Address Formats

Wealth Builders CPA's & Consultants uses at least 1 format(s):
Wealth Builders CPA's & Consultants Email FormatsExamplePercentage
First@wealthbuilderscpa.comJohn@wealthbuilderscpa.com
100%

Frequently Asked Questions

What is Wealth Builders CPA's & Consultants's phone number?

Minus sign iconPlus sign icon
You can contact Wealth Builders CPA's & Consultants'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 Wealth Builders CPA's & Consultants's official website and social media links?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants's official website is wealthbuilderscpa.com and has social profiles on LinkedIn.

How much revenue does Wealth Builders CPA's & Consultants generate?

Minus sign iconPlus sign icon
As of July 2026, Wealth Builders CPA's & Consultants's annual revenue is estimated to be $10M - $25M.

What is Wealth Builders CPA's & Consultants's SIC code NAICS code?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants'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 Wealth Builders CPA's & Consultants have currently?

Minus sign iconPlus sign icon
As of July 2026, Wealth Builders CPA's & Consultants has approximately 12 employees across 1 continents, including North America. Key team members include Marketing Manager: L. L.Enrolled Agent: T. R.. Explore Wealth Builders CPA's & Consultants's employee directory with LeadIQ.

What industry does Wealth Builders CPA's & Consultants belong to?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants operates in the Accounting industry.

What technology does Wealth Builders CPA's & Consultants use?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants's tech stack includes LiteSpeed CacheCookie NoticeMySQLFont AwesomeClipboard.jsReally Simple DiscoverySiteGroundZURB Foundation.

What is Wealth Builders CPA's & Consultants's email format?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants's email format typically follows the pattern of First@wealthbuilderscpa.com. Find more Wealth Builders CPA's & Consultants email formats with LeadIQ.

When was Wealth Builders CPA's & Consultants founded?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants was founded in 1992.
Wealth Builders CPA's & Consultants logo

Wealth Builders CPA's & Consultants

AccountingMaryland, United States11-50 Employees

Wealth Builders CPA's & Consultants is a full-service public accounting firm based in Westminster, Maryland, offering a broad range of accounting and tax services alongside financial guidance. The firm emphasizes year-round personalized tax planning and practical financial advice to help individuals and small businesses pursue their financial goals while maximizing tax efficiency and retirement planning. In addition to its accounting practice, the company maintains an investment-related arm, Wealth Builders Financial Group, LLC, located at the same address, indicating a consolidated presence for clients seeking comprehensive financial services. The organization targets families and small businesses in the local market, aiming to improve cash flow, reduce taxes, and streamline accounting, payroll, and tax processes so clients can focus more on core operations. Positioned within the accounting industry, Wealth Builders appears to operate as a multi-service firm that integrates traditional accounting with advisory services to support long-term financial planning and client relationships in the Westminster area.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Wealth Builders CPA's & Consultants's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Wealth Builders CPA's & Consultants's revenue is estimated to be in the range of $10M - $25M

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.