Insights

Targeted Tax Services Small to mid-sized financial services firm with a focus on income tax and financial coaching presents a clear upsell opportunity for expanded tax resolution and ongoing financial planning services to improve client retention.

Enrolled Agents Advantage Leverage their Enrolled Agent expertise to pitch comprehensive IRS problem resolution, audit defense, and proactive compliance packages to existing business clients seeking tax efficiency and risk mitigation.

Tech-Driven Efficiency Utilize their modern tech stack (AWS, cloud-based tools, analytics, and live chat) to propose workflow automation, secure data exchange, and customer engagement enhancements for both tax prep and financial coaching.

Growing SMB Profile With 11-50 employees and revenue in the multi-million range, position alliances around scalable tax and financial services tailored for small businesses and independent professionals in Blue Springs and surrounding markets.

Strategic Partnerships Highlight cross-sell potential with Avantax investment products and insurance services to offer a bundled financial solution, increasing wallet share and long-term client value.

Similar companies to Alliance Financial & Income Tax, LLC

Alliance Financial & Income Tax, LLC Tech Stack

Alliance Financial & Income Tax, LLC uses 8 technology products and services including Hotjar, Amazon Web Services, Cloudinary, and more. Explore Alliance Financial & Income Tax, LLC's tech stack below.

Alliance Financial & Income Tax, LLC's Email Address Formats

Alliance Financial & Income Tax, LLC uses at least 1 email format:
Alliance Financial & Income Tax, LLC Email FormatsExamplePercentage
FLast@afitonline.comJDoe@afitonline.com
100%

Frequently Asked Questions

What is Alliance Financial & Income Tax, LLC's phone number?

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You can contact Alliance Financial & Income Tax, LLC'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 Alliance Financial & Income Tax, LLC's official website and social media links?

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Alliance Financial & Income Tax, LLC's official website is afitonline.com and has social profiles on LinkedIn.

How much revenue does Alliance Financial & Income Tax, LLC generate?

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As of September 2026, Alliance Financial & Income Tax, LLC's annual revenue is estimated to be $1M - $10M.

What is Alliance Financial & Income Tax, LLC's SIC code and NAICS code?

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Alliance Financial & Income Tax, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Alliance Financial & Income Tax, LLC have currently?

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As of September 2026, Alliance Financial & Income Tax, LLC has approximately 13 employees across 1 continents, including North America. Key team members include Director Of Client Relations: L. M., Office Manager: B. M. and Office Manager: A. W. Explore Alliance Financial & Income Tax, LLC's employee directory with LeadIQ.

What industry does Alliance Financial & Income Tax, LLC belong to?

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Alliance Financial & Income Tax, LLC operates in the Financial Services industry.

What technology does Alliance Financial & Income Tax, LLC use?

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Alliance Financial & Income Tax, LLC's tech stack includes Hotjar, Amazon Web Services, Cloudinary, Google Workspace, Font Awesome, LiveChat, Datadog and HSTS.

What is Alliance Financial & Income Tax, LLC's email format?

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Alliance Financial & Income Tax, LLC's email format typically follows the pattern of FLast@afitonline.com. Find more Alliance Financial & Income Tax, LLC email formats with LeadIQ.

When was Alliance Financial & Income Tax, LLC founded?

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Alliance Financial & Income Tax, LLC was founded in 2002.
Alliance Financial & Income Tax, LLC logo

Alliance Financial & Income Tax, LLC

Financial ServicesMissouri, United States11-50 Employees

Alliance Financial & Income Tax, LLC operates in the financial services sector, offering income tax preparation, financial services, tax problem resolution, and financial coaching through a team of Enrolled Agents. Based in Blue Springs, Missouri, the firm provides services aimed at helping individuals and small businesses manage taxes, streamline finances, and avoid IRS issues. The company positions itself as a local advisor capable of delivering personalized tax and financial guidance to its clients. With a regional footprint and a focus on tax-related services, it serves customers seeking professional assistance in tax preparation, financial planning, and problem resolution. The firm operates within the broader network of Avantax Investment Services, which provides investment-related products and services through its affiliated entities, while maintaining its core emphasis on tax and financial services from its Blue Springs location.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Alliance Financial & Income Tax, LLC's revenue is estimated to be in the range of $1M - $10M

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