Insights

Small Business Focus Financial Planning & Tax Office Inc. specializes in serving small businesses and individuals, providing opportunities to tailor financial management tools and software solutions that enhance their bookkeeping and tax processes.

Tech Stack Compatibility Utilizing technologies like Amazon Web Services, Google Analytics, and modern web development tools indicates openness to adopting cloud-based and analytics-driven solutions, which can be leveraged for upselling integrated financial management software.

Growth Potential With revenue between 1 million and 10 million and a dedicated team, there is room for expansion into advanced financial planning and advisory services, presenting a chance to cross-sell premium offerings or financial consulting solutions.

Long-standing Expertise Having over 35 years of experience indicates a strong reputation and trust within the local market, creating an opportunity to introduce new products that build on this established expertise, such as financial education or compliance tools.

Competitive Positioning As a regional player with personalized services competing against national firms like H&R Block and PwC, there is potential to differentiate through specialized digital solutions and ongoing educational resources for clients to enhance loyalty and retention.

Similar companies to Financial Planning & Tax Office Inc.

Financial Planning & Tax Office Inc. Tech Stack

Financial Planning & Tax Office Inc. uses 8 technology products and services including Amazon Web Services, RSS, DreamWeaver, and more. Explore Financial Planning & Tax Office Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • RSS
    Content Management System
  • DreamWeaver
    Editors
  • Element UI
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

Media & News

Financial Planning & Tax Office Inc.'s Email Address Formats

Financial Planning & Tax Office Inc. uses at least 1 format(s):
Financial Planning & Tax Office Inc. Email FormatsExamplePercentage
First@taxofficehouston.comJohn@taxofficehouston.com
38%
FLast@taxofficehouston.comJDoe@taxofficehouston.com
12%
First@taxofficehouston.comJohn@taxofficehouston.com
38%
FLast@taxofficehouston.comJDoe@taxofficehouston.com
12%

Frequently Asked Questions

Where is Financial Planning & Tax Office Inc.'s headquarters located?

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Financial Planning & Tax Office Inc.'s main headquarters is located at 6872 Highway 6 South, Suite a. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Financial Planning & Tax Office Inc.'s official website and social media links?

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Financial Planning & Tax Office Inc.'s official website is taxofficehouston.com and has social profiles on LinkedIn.

What is Financial Planning & Tax Office Inc.'s SIC code NAICS code?

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Financial Planning & Tax Office Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Financial Planning & Tax Office Inc. have currently?

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As of January 2026, Financial Planning & Tax Office Inc. has approximately 21 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Owner: W. H.Human Resources Specialist: B. P.Retired: W. R.. Explore Financial Planning & Tax Office Inc.'s employee directory with LeadIQ.

What industry does Financial Planning & Tax Office Inc. belong to?

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Financial Planning & Tax Office Inc. operates in the Financial Services industry.

What technology does Financial Planning & Tax Office Inc. use?

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Financial Planning & Tax Office Inc.'s tech stack includes Amazon Web ServicesRSSDreamWeaverElement UIjQueryHTTP/3Google AnalyticsGoDaddy.

What is Financial Planning & Tax Office Inc.'s email format?

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Financial Planning & Tax Office Inc.'s email format typically follows the pattern of First@taxofficehouston.com. Find more Financial Planning & Tax Office Inc. email formats with LeadIQ.

When was Financial Planning & Tax Office Inc. founded?

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Financial Planning & Tax Office Inc. was founded in 1986.

Financial Planning & Tax Office Inc.

Financial ServicesTexas, United States11-50 Employees

We provide affordable and dependable bookkeeping &money management services to small businesses and individuals. We can take care of your books so you can get back to the job of running your business and generating profits! 

For years, Financial Planning & Tax Office Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Financial Planning & Tax Office Inc.'s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. 

Financial Planning & Tax Office Inc. is one of the leading firms in and throughout South Houton. By combining our expertise, experience, and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. 

Put our 35 plus years of Tax Preparation, accounting, and money management experience to work for your small business. We make sure that every client is served the way we would want to be served.

Section iconCompany Overview

Headquarters
6872 Highway 6 South, Suite a
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Financial Planning & Tax Office Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Financial Planning & Tax Office Inc.'s revenue is estimated to be in the range of $1M$10M

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