Insights

Growth Potential With annual revenues estimated between 10 million and 25 million dollars and a seasoned team of 11 to 50 employees, Financial Planning & Tax Office Inc. demonstrates steady growth and a solid market presence in South Houston, indicating potential for upselling advanced financial and tax solutions.

Technology Adoption The company's utilization of modern tools such as Amazon Web Services, Google Analytics, and other web development technologies suggests openness to digital solutions, offering opportunities for integrating innovative financial management and cybersecurity services.

Market Niche Specializing in affordable bookkeeping and financial guidance for small businesses and individuals, the firm positions itself as a trusted local partner, creating prospects for expanding client portfolios through targeted financial software and compliance services.

Industry Focus Operating within the competitive financial services sector alongside large firms like H&R Block and Liberty Tax, there is scope to develop specialized offerings or value-added services tailored for small to mid-sized clients seeking personalized financial management.

Customer Loyalty A strong reputation based on high standards and personalized service suggests opportunities for cross-selling and retention strategies, such as offering comprehensive financial planning packages or ongoing tax advisory services to existing clients.

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 Houston, Texas 77083 United States. 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 March 2026, Financial Planning & Tax Office Inc. has approximately 21 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Owner: W. H.Tax Professional: T. J.Human Resources Specialist: B. P.. 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 Houston, Texas 77083 United States
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

  • $10M$25M

    Financial Planning & Tax Office Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Financial Planning & Tax Office Inc.'s revenue is estimated to be in the range of $10M$25M

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