Insights

Market Reach Expansion IdealTax provides comprehensive tax resolution services across all 50 states, indicating a broad national presence that can be leveraged to cross-sell complementary financial or legal services, as well as advanced technology solutions for tax management.

Financial Stability With a revenue ranging from fifty to one hundred million dollars, IdealTax demonstrates solid financial health, providing an opportunity to offer premium technology or customized solutions aimed at scaling their customer engagement and operational efficiency.

Customer-Centric Focus The company's emphasis on personalized client relationships and specialized representation suggests a receptive audience for customer engagement software, CRM systems, and client management tools to enhance service quality and retention.

Tech Utilization Utilizing platforms like AWS, React, and various web tools indicates an openness to adopting innovative technology solutions, creating potential for partnerships in cloud hosting, web development, or digital marketing services.

Growth & Opportunity Having experienced significant growth from 2008 to 2010, IdealTax remains a strong player in the tax resolution industry, making it a suitable target for scalable business solutions such as advanced analytics, process automation, or compliance management tools to support ongoing expansion.

Similar companies to IdealTax

IdealTax Tech Stack

IdealTax uses 8 technology products and services including QuickBooks, Site Kit, ApplicantPro, and more. Explore IdealTax's tech stack below.

QuickBooks
Accounting And Finance
Site Kit
Analytics
ApplicantPro
Applicant Tracking Systems
JazzHR
Applicant Tracking Systems
Twilio
IT Infrastructure
Flickity
Javascript Libraries
Framer Motion
Javascript Libraries
OceanWP
Web Platform Extensions

Media & News

IdealTax's Email Address Formats

IdealTax uses at least 2 format(s):

IdealTax Email Formats	Example	Percentage
First@idealtax.com	John@idealtax.com	50%
First.Last@idealtax.com	John.Doe@idealtax.com	50%
First.Last@idealtaxsolution.com	John.Doe@idealtaxsolution.com	74%
First@idealtaxsolution.com	John@idealtaxsolution.com	18%
Last@idealtaxsolution.com	Doe@idealtaxsolution.com	5%
FirstL@idealtaxsolution.com	JohnD@idealtaxsolution.com	3%

Frequently Asked Questions

Where is IdealTax's headquarters located?

IdealTax's main headquarters is located at 3090 Bristol Street 250 Costa Mesa, California 92626 United States. The company has employees across 4 continents, including North AmericaAfricaAsia.

What is IdealTax's phone number?

You can contact IdealTax's main corporate office by phone at

+1-714-751-****

. 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 IdealTax's official website and social media links?

IdealTax's official website is idealtax.com and has social profiles on LinkedIn.

What is IdealTax's NAICS code?

IdealTax's NAICS code is 52 - Finance and Insurance.

How many employees does IdealTax have currently?

As of June 2026, IdealTax has approximately 77 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Senior Account Manager: H. B. F.Senior Tax Analyst: C. H.Senior Sales Associate: E. V.. Explore IdealTax's employee directory with LeadIQ.

What industry does IdealTax belong to?

IdealTax operates in the Financial Services industry.

What technology does IdealTax use?

IdealTax's tech stack includes QuickBooksSite KitApplicantProJazzHRTwilioFlickityFramer MotionOceanWP.

What is IdealTax's email format?

IdealTax's email format typically follows the pattern of First@idealtax.com. Find more IdealTax email formats with LeadIQ.

When was IdealTax founded?

IdealTax was founded in 2009.

IdealTax

Q: What is IdealTax's official website and social media links?

IdealTax's official website is idealtax.com. IdealTax has social profiles on LinkedIn.

Q: How many employees does IdealTax have currently?

IdealTax has approximately 77 employees.

Q: What technology does IdealTax use?

IdealTax's tech stack includes Webpack, X-Content-Type-Options, QuickBooks, Next.js, 33Across.

Q: What is IdealTax's NAICS code?

IdealTax's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States51-200 Employees

Ideal Tax Solution is a California-based firm that provides tax resolution services to individuals facing substantial tax debts, aiming to reduce the stress associated with such issues through professional representation against the IRS and state revenue agencies. The organization relies on a personalized approach, drawing on a team of tax attorneys and enrolled agents to defend taxpayer rights and work toward resolving ongoing tax burdens. It is headquartered in Costa Mesa, Orange County, and is licensed to offer tax resolution services in all 50 states.

The company holds accreditation from the Better Business Bureau with an A rating, reflecting its standing in the industry. It was founded by tax attorneys who aimed to supply expert representation to taxpayers across the nation.

Company Overview

Headquarters: 3090 Bristol Street 250 Costa Mesa, California 92626 United States
Phone number: +1-714-751-****
Website: idealtax.com
NAICS Code: 52 - Finance and Insurance
Founded: 2009
Employees: 51-200