Insights

IRS resolution niche Specialized tax resolution services focused on real estate transactions and construction contractors, presenting a clear cross-sell opportunity to real estate professionals, developers, and property managers facing liens, unfiled returns, or IRS enforcement.

Closing blockers Ability to clear IRS lien issues to facilitate closings for Realtors and investors highlights a direct sales path to title companies, brokerages, and real estate teams seeking smoother transaction timelines.

Diverse client base Serves Realtors, investors, and contractors, creating multiple entry points for cross-selling with mortgage lenders, 1031 exchange advisors, and construction firms needing tax resolution support during cash flow or compliance challenges.

Tech-enabled reach Utilizes a modern tech stack (Google Ads, Google Workspace, HighLevel, Vue.js) to support scalable marketing and client onboarding, implying opportunities to partner on client acquisition campaigns and performance marketing.

Financial credibility Reported revenue in the mid-range for small to mid-sized firms and a leadership team with certified tax resolution expertise, enabling value-based conversations with potential clients who need credible, aggressive IRS negotiation and long-term prevention strategies.

Similar companies to CPA - Strategic Planning Advisors

CPA - Strategic Planning Advisors Tech Stack

CPA - Strategic Planning Advisors uses 8 technology products and services including Google Ads, Open Graph, Google Workspace, and more. Explore CPA - Strategic Planning Advisors's tech stack below.

CPA - Strategic Planning Advisors's Email Address Formats

CPA - Strategic Planning Advisors uses at least 6 email formats:
CPA - Strategic Planning Advisors Email FormatsExamplePercentage
First@alcinicpa.comJohn@alcinicpa.com
80%
FL@alcinicpa.comJD@alcinicpa.com
20%
First@mycpacompany.comJohn@mycpacompany.com
42%
LastF@mycpacompany.comDoeJ@mycpacompany.com
25%
LFirst@mycpacompany.comDJohn@mycpacompany.com
16%
Last_First@mycpacompany.comDoe_John@mycpacompany.com
17%

Frequently Asked Questions

What is CPA - Strategic Planning Advisors's phone number?

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You can contact CPA - Strategic Planning Advisors'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 CPA - Strategic Planning Advisors's stock symbol?

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CPA - Strategic Planning Advisors is a publicly traded company; the company's stock symbol is VCPA.L.

What is CPA - Strategic Planning Advisors's official website and social media links?

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CPA - Strategic Planning Advisors's official website is fixirstax.com and has social profiles on LinkedIn.

How much revenue does CPA - Strategic Planning Advisors generate?

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As of September 2026, CPA - Strategic Planning Advisors's annual revenue is estimated to be $1M - $10M.

What is CPA - Strategic Planning Advisors's NAICS code?

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CPA - Strategic Planning Advisors's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CPA - Strategic Planning Advisors have currently?

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As of September 2026, CPA - Strategic Planning Advisors has approximately 173 employees across 2 continents, including North America and Asia. Key team members include Insurance Consultant: D. L. and Cpa - Finance And Management Professional: F. A. Explore CPA - Strategic Planning Advisors's employee directory with LeadIQ.

What industry does CPA - Strategic Planning Advisors belong to?

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CPA - Strategic Planning Advisors operates in the Accounting industry.

What technology does CPA - Strategic Planning Advisors use?

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CPA - Strategic Planning Advisors's tech stack includes Google Ads, Open Graph, Google Workspace, Mailgun, Google Cloud, Vue.js, HighLevel and Google Tag Manager.

What is CPA - Strategic Planning Advisors's email format?

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CPA - Strategic Planning Advisors's email format typically follows the pattern of First@alcinicpa.com. Find more CPA - Strategic Planning Advisors email formats with LeadIQ.

When was CPA - Strategic Planning Advisors founded?

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CPA - Strategic Planning Advisors was founded in 2024.
CPA - Strategic Planning Advisors logo

CPA - Strategic Planning Advisors

AccountingMichigan, United States51-200 Employees

CPA - Strategic Planning Advisors operates as an accounting firm with a specialized tax resolution division, FixIRSTax, focused on addressing IRS enforcement and its impact on real estate transactions, contractors, and homeowners. Led by Lori Alcini, EA, and Frank Alcini, CPA, the team provides guidance through discovery, compliance, and resolution phases to resolve tax liabilities, including liens, Offers in Compromise, and installment agreements, while also implementing prevention measures to reduce future risk. Based in Clinton Township, Michigan, the firm serves real estate professionals, investors, and contractors facing issues such as unfiled returns, tax liens blocking closings, and payroll tax disputes, positioning itself at the intersection of tax enforcement and real estate activity. The company operates within the accounting industry and emphasizes aggressive representation to protect clients’ assets and provide clarity and control over tax-related matters.

Section iconCompany Overview

Phone number
Stock Symbol
VCPA.L
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2024
Employees
51-200

Section iconFunding & Financials

  • $1M - $10M

    CPA - Strategic Planning Advisors's revenue is estimated to be in the range of $1M - $10M

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