Insights

Revenue Growth Target mid-market and small CPA firms, Enrolled Agents, and nationwide clients to scale revenue by offering credit and incentive optimization services, leveraging their 1M–10M revenue range as a strong proof point.

Tax Credit Expansion Cross-sell multiple incentive programs beyond R&D credits such as Cost Segregation, IC-Disc, DPAD, and WOTC to existing clients, emphasizing combined cash savings and streamlined engagement workflows.

Data-Driven Edge Position the data-centric BI approach as a differentiator to win clients with complex tax incentive needs, showcasing efficiency gains from the 15+ years and 1,000+ engagements track record.

Partnership Play Leverage partnerships with CPAs, Enrolled Agents, and nationwide networks to secure referrals and joint engagements, highlighting the seamless workplan and unobtrusive information exchange.

Tech-forward Outreach Utilize their technology stack and cloud capabilities to propose scalable, low-friction implementation for clients, emphasizing secure data handling and rapid onboarding to close faster.

Algorithm Tax Group Tech Stack

Algorithm Tax Group uses 8 technology products and services including Store Vantage, Wix, MySQL, and more. Explore Algorithm Tax Group's tech stack below.

Store Vantage

Appointment Scheduling

Wix

Content Management System

MySQL

Database

Google Fonts API

Font Scripts

Sirvoy

Hotel Management

JSON-LD

Javascript Frameworks

PHP

Programming Languages

X-Content-Type-Options

Web & Portal Technology

Algorithm Tax Group Email Formats	Example	Percentage
First@algorithmtaxgroup.com	John@algorithmtaxgroup.com	67%
First.Last@algorithmtaxgroup.com	John.Doe@algorithmtaxgroup.com	33%

Algorithm Tax Group Email Formats

Example

Percentage

First@algorithmtaxgroup.com

John@algorithmtaxgroup.com

67%

First.Last@algorithmtaxgroup.com

John.Doe@algorithmtaxgroup.com

33%

Frequently Asked Questions

What is Algorithm Tax Group's official website and social media links?

Algorithm Tax Group's official website is algorithmtaxgroup.com and has social profiles on LinkedIn.

How much revenue does Algorithm Tax Group generate?

As of August 2026, Algorithm Tax Group's annual revenue is estimated to be $1M - $10M.

What is Algorithm Tax Group's NAICS code?

Algorithm Tax Group's NAICS code is 52 - Finance and Insurance.

How many employees does Algorithm Tax Group have currently?

As of August 2026, Algorithm Tax Group has approximately 2 employees across 1 continents, including North America. Key team members include Strategist Partner: A. K.Managing Partner: J. O.. Explore Algorithm Tax Group's employee directory with LeadIQ.

What industry does Algorithm Tax Group belong to?

Algorithm Tax Group operates in the Financial Services industry.

What technology does Algorithm Tax Group use?

Algorithm Tax Group's tech stack includes Store VantageWixMySQLGoogle Fonts APISirvoyJSON-LDPHPX-Content-Type-Options.

What is Algorithm Tax Group's email format?

Algorithm Tax Group's email format typically follows the pattern of First@algorithmtaxgroup.com. Find more Algorithm Tax Group email formats with LeadIQ.

Algorithm Tax Group

Q: How many employees does Algorithm Tax Group have currently?

Algorithm Tax Group has approximately 2 employees.

Q: What technology does Algorithm Tax Group use?

Algorithm Tax Group's tech stack includes Polyfill, Module Federation, HSTS, Sirvoy, Priority Hints.

Q: What is Algorithm Tax Group's NAICS code?

Algorithm Tax Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesRhode Island, United States2-10 Employees

Algorithm Tax Group is a data-driven advisory firm in the financial services space that specializes in tax credits and incentives. It partners with CPAs, Enrolled Agents, and nationwide clients to identify federal and state programs that can improve profitability by turning eligible expenses into credits. The team combines expertise from accounting, engineering, development, and law to deliver engagements guided by a People, Process, and Technology framework.

Each engagement is tailored with business logic to optimize tax reduction and cash savings related to programs such as R&D Tax Credits, Cost Segregation Studies, IC-Disc, DPAD, and WOTC. The firm emphasizes an ethical, straightforward approach and aims to minimize disruption during the recovery process, leveraging more than 15 years and over 1,000 engagements to produce a clear workplan. Based in Warwick, Rhode Island, the company maintains a small team that collaborates to support nationwide clients through a structured, data-driven workflow.

Insights

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