Insights

Niche Expertise California Tax Planner specializes in proactive tax planning and maximizing tax benefits, presenting an opportunity to cross-sell complementary financial advisory or accounting services to clients seeking comprehensive tax solutions.

Growing Revenue With an annual revenue range of one to ten million dollars, the company demonstrates a solid market presence, making it a promising target for partnerships, strategic alliances, or service expansion within mid-sized financial service markets.

Tech-Enabled Service Utilizing modern tools like WordPress, Google Maps, and Gravity Forms, the company shows openness to integrating technology, presenting a chance to offer advanced software solutions or cloud-based financial management tools.

Client-Centric Approach Focused on personalized tax coaching and early planning, the firm values client engagement and loyalty, which can be leveraged by offering targeted marketing or referral programs to expand their customer base.

Market Positioning As part of the CPA industry with competitors like Baker Tilly and PwC, California Tax Planner has the potential to differentiate through niche expertise, personalized services, or innovative tax strategies that can be promoted through strategic marketing initiatives.

Similar companies to California Tax Planner

California Tax Planner Tech Stack

California Tax Planner uses 8 technology products and services including RSS, WordPress, oEmbed, and more. Explore California Tax Planner's tech stack below.

  • RSS
    Content Management System
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • Moment.js
    Javascript Libraries
  • Google Maps
    Maps
  • Gravity Forms
    Web Platform Extensions

Media & News

California Tax Planner's Email Address Formats

California Tax Planner uses at least 1 format(s):
California Tax Planner Email FormatsExamplePercentage
First@californiataxplanner.comJohn@californiataxplanner.com
50%
First@californiataxplanner.comJohn@californiataxplanner.com
50%

Frequently Asked Questions

Where is California Tax Planner's headquarters located?

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California Tax Planner's main headquarters is located at 249 Bayport Way, Oak Park, California 91377, US. The company has employees across 1 continents, including North America.

What is California Tax Planner's official website and social media links?

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California Tax Planner's official website is californiataxplanner.com and has social profiles on LinkedIn.

What is California Tax Planner's NAICS code?

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California Tax Planner's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does California Tax Planner have currently?

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As of December 2025, California Tax Planner has approximately 1 employees across 1 continents, including North America. Key team members include Owner - Elbaum Cpa Group: Y. E.. Explore California Tax Planner's employee directory with LeadIQ.

What industry does California Tax Planner belong to?

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California Tax Planner operates in the Accounting industry.

What technology does California Tax Planner use?

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California Tax Planner's tech stack includes RSSWordPressoEmbedGoogle Fonts APITwemojiMoment.jsGoogle MapsGravity Forms.

What is California Tax Planner's email format?

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California Tax Planner's email format typically follows the pattern of First@californiataxplanner.com. Find more California Tax Planner email formats with LeadIQ.

When was California Tax Planner founded?

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California Tax Planner was founded in 2004.

California Tax Planner

AccountingUnited States0-1 Employees

California Tax Planner is a division of Elbaum CPA Group, specializing in obtaining for clients all the tax benefits due them through Federal and California tax codes. 
Business people who really want to find every tax benefit available from the IRS cannot afford to wait until Tax Season to bring questions to their accountant. They need to plan months before the tax bill is due to gain full control over taxes owed. Take advantage of every deduction, credit, loophole, and strategy allowed. 
Our tax coaching service gives you a plain-English plan for minimizing your tax annually. We can’t predict how much tax coaching might save you. But clients just like you have used these strategies to save thousands, year after year.

Section iconCompany Overview

Headquarters
249 Bayport Way, Oak Park, California 91377, US
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2004
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    California Tax Planner's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    California Tax Planner's revenue is estimated to be in the range of $1M$10M

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