Insights

Growth and Reach IdealTax has national licensing and a substantial client base, signaling scalable service capacity and potential cross-state tax resolution offerings for growth-focused targets.

Financial Health With 50 to 100 million in annual revenue and a BBB A rating, there is credibility to pursue larger enterprise or mid-market partnerships and premium service collaborations.

Tech Enablement The tech stack includes QuickBooks Online, Salesforce, Google Ads and Oracle Eloqua, indicating readiness for channel partnerships, CRM-driven outreach, and digital marketing co-sell opportunities.

Market Positioning As an established tax resolution leader with nationwide service and experienced attorneys, ITS can position as a preferred provider for referrals from accounting firms, law firms, and financial advisory networks.

Engagement levers Longstanding tax resolution focus and client-centric intake suggest opportunities for bundled services, compliance/useful add-ons, and professional tax services that can be upsold to existing clients or passed through via partner channels.

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IdealTax Tech Stack

IdealTax uses 8 technology products and services including Quickbooks Online, Google Ads, Looker, and more. Explore IdealTax's tech stack below.

Quickbooks Online
Accounting
Google Ads
Advertising
Looker
Analytics
Salesforce
Customer Relationship Management
Microsoft 365
Email
SendGrid
Email Delivery
Oracle Eloqua
Marketing Automation
Adobe Creative Suite
Visualisation Software

IdealTax's Email Address Formats

IdealTax uses at least 6 email formats:

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

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.

How much revenue does IdealTax generate?

As of September 2026, IdealTax's annual revenue is estimated to be $50M - $100M.

What is IdealTax's NAICS code?

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

How many employees does IdealTax have currently?

As of September 2026, IdealTax has approximately 60 employees across 4 continents, including North America, Africa and Asia. Key team members include Senior Sales Associate: E. V., Freelance It Consultant: A. E. and Finance & Marketing Coordinator: A. E. H. 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 Quickbooks Online, Google Ads, Looker, Salesforce, Microsoft 365, SendGrid, Oracle Eloqua and Adobe Creative Suite.

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 60 employees.

Q: What technology does IdealTax use?

IdealTax's tech stack includes Handlebars, CSS, W3 Total Cache, TrustArc, Lenis.

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.