Insights

Market Niche Capital Gains Tax Solutions specializes in providing tax-deferral strategies for business, real estate, and primary homeowners dealing with significant capital gains. Opportunities exist to expand outreach to professionals seeking innovative wealth preservation tools beyond traditional 1031 exchanges.

Customer Focus The company’s primary clients include financial advisors, real estate professionals, and business brokers. Targeting these groups with tailored educational content or strategic partnerships could open new channels for referral and client acquisition.

Technology Integration Utilizing advanced platforms like Ruby on Rails and Google Workspace indicates a tech-savvy approach. Sales efforts can highlight seamless integration and the potential for technology-enabled solutions to streamline wealth planning for prospective clients.

Growth Potential With revenue estimates between 1 million and 10 million dollars and serving a niche market with high-value transactions, there are significant growth opportunities by expanding marketing efforts and deepening relationships with high-net-worth individuals and associated professionals.

Competitive Positioning Compared to larger financial firms with extensive employee bases, Capital Gains Tax Solutions offers personalized, specialized services. Marketing strategies that emphasize expertise and tailored solutions could differentiate the firm and attract clients looking for customized wealth strategies.

Capital Gains Tax Solutions Tech Stack

Capital Gains Tax Solutions uses 8 technology products and services including WP Rocket, Cloudflare, Google Workspace, and more. Explore Capital Gains Tax Solutions's tech stack below.

  • WP Rocket
    Caching
  • Cloudflare
    Content Management System
  • Google Workspace
    Email
  • jQuery Migrate
    Javascript Libraries
  • HSTS
    Security
  • Ruby on Rails
    Web Frameworks
  • WP-PageNavi
    Web Platform Extensions
  • Facebook
    Widgets

Media & News

Capital Gains Tax Solutions's Email Address Formats

Capital Gains Tax Solutions uses at least 1 format(s):
Capital Gains Tax Solutions Email FormatsExamplePercentage
First@capitalgainstaxsolutions.comJohn@capitalgainstaxsolutions.com
100%

Frequently Asked Questions

Where is Capital Gains Tax Solutions's headquarters located?

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Capital Gains Tax Solutions's main headquarters is located at 405 Golfway West Drive Suite 305 St. Augustine, Florida 32095 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Capital Gains Tax Solutions's official website and social media links?

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Capital Gains Tax Solutions's official website is capitalgainstaxsolutions.com and has social profiles on LinkedIn.

What is Capital Gains Tax Solutions's NAICS code?

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Capital Gains Tax Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Gains Tax Solutions have currently?

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As of April 2026, Capital Gains Tax Solutions has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Founder: B. S.Business Development Coordinator And Director Of Transactions: S. T.Agent: P. Y.. Explore Capital Gains Tax Solutions's employee directory with LeadIQ.

What industry does Capital Gains Tax Solutions belong to?

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Capital Gains Tax Solutions operates in the Financial Services industry.

What technology does Capital Gains Tax Solutions use?

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Capital Gains Tax Solutions's tech stack includes WP RocketCloudflareGoogle WorkspacejQuery MigrateHSTSRuby on RailsWP-PageNaviFacebook.

What is Capital Gains Tax Solutions's email format?

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Capital Gains Tax Solutions's email format typically follows the pattern of First@capitalgainstaxsolutions.com. Find more Capital Gains Tax Solutions email formats with LeadIQ.

When was Capital Gains Tax Solutions founded?

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Capital Gains Tax Solutions was founded in 2017.

Capital Gains Tax Solutions

Financial ServicesFlorida, United States2-10 Employees

Most business and real estate owners get hammered with 30-50% in capital gains tax when they sell their assets. We train financial advisors, business brokers, CRE Operators, Luxury Realtors, CRE Brokers to use a deferred sales trust to help them create a wealth plan to achieve tax deferral, freedom, liquidity and diversification with their funds so they stop feeling trapped by the 1031 exchange, frustrated with their wealth depleting and so they can create and preserve more wealth.  This empowers business professionals to add value and grow their business. 

For the business owner selling their asset: provide a tax-deferred wealth plan and help them save and defer 30-50% of their gain. 

For the highly appreciated primary homeowner selling their home: provide a tax-deferred wealth plan to eliminate the need for the 121 exclusion and help them save and defer 30-37% of their gain.  

For the CRE client: Help your clients to stop chasing overpriced 1031 upleg properties and instead purchase CRE properties at their own timing (all Tax Deferred) by equipping yourself with the deferred sales trust.

Section iconCompany Overview

Headquarters
405 Golfway West Drive Suite 305 St. Augustine, Florida 32095 United States
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Capital Gains Tax Solutions's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Capital Gains Tax Solutions's revenue is estimated to be in the range of $1M$10M

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