Insights

Personalized Service Niche Independent Tax & Financial Planners focuses on high-quality personalized financial planning and tax services, presenting an opportunity to offer advanced financial technology solutions that enhance customization and client engagement.

Small Firm Advantage With a small team of 2-10 employees, the company is likely seeking scalable tools for growth, client management, and operational efficiency that can be tailored to a boutique financial advisory setting.

Mid-Range Revenue Generating between 1M and 10M dollars in revenue indicates potential value in cost-effective solutions that improve profitability and support expansion without large enterprise overhead.

Technology Stack Compatibility Utilizing Microsoft 365, Google Analytics, and other web frameworks suggests openness to integrated cloud-based platforms, ERP systems, or cybersecurity enhancements for secure and efficient service delivery.

Market Positioning Operating in a competitive landscape with large firms like Fidelity and Edward Jones, this firm could benefit from niche marketing strategies and digital tools to differentiate itself and attract clients seeking personalized attention.

Similar companies to Independent Tax & Financial Planners, P.C.

Independent Tax & Financial Planners, P.C. Tech Stack

Independent Tax & Financial Planners, P.C. uses 8 technology products and services including Microsoft 365, jQuery, Elementor, and more. Explore Independent Tax & Financial Planners, P.C.'s tech stack below.

Microsoft 365
Email
jQuery
Javascript Libraries
Elementor
Page Builders
Yoast SEO
Search Engines
Bootstrap
UI Frameworks
Google Analytics
Web Analytics
Web Font Loader
Web Fonts
Kirki Customizer Framework
Web Platform Extensions

Media & News

Independent Tax & Financial Planners, P.C.'s Email Address Formats

Independent Tax & Financial Planners, P.C. uses at least 1 format(s):

Independent Tax & Financial Planners, P.C. Email Formats	Example	Percentage
FLast@itfp.com	JDoe@itfp.com	56%
Last@itfp.com	Doe@itfp.com	22%
First.Last@itfp.com	John.Doe@itfp.com	11%
F.Last@itfp.com	J.Doe@itfp.com	11%

Frequently Asked Questions

Where is Independent Tax & Financial Planners, P.C.'s headquarters located?

Independent Tax & Financial Planners, P.C.'s main headquarters is located at 130 Buck Road Southampton, Pennsylvania 18966 United States. The company has employees across 1 continents, including North America.

What is Independent Tax & Financial Planners, P.C.'s phone number?

You can contact Independent Tax & Financial Planners, P.C.'s main corporate office by phone at

+1-215-354-****

. 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 Independent Tax & Financial Planners, P.C.'s official website and social media links?

Independent Tax & Financial Planners, P.C.'s official website is itfp.com and has social profiles on LinkedIn.

How much revenue does Independent Tax & Financial Planners, P.C. generate?

As of February 2026, Independent Tax & Financial Planners, P.C.'s annual revenue is estimated to be $710K.

What is Independent Tax & Financial Planners, P.C.'s SIC code NAICS code?

Independent Tax & Financial Planners, P.C.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Independent Tax & Financial Planners, P.C. have currently?

As of February 2026, Independent Tax & Financial Planners, P.C. has approximately 10 employees across 1 continents, including North America. Key team members include President: M. J. A.President: K. M.Owner: A. M.. Explore Independent Tax & Financial Planners, P.C.'s employee directory with LeadIQ.

What industry does Independent Tax & Financial Planners, P.C. belong to?

Independent Tax & Financial Planners, P.C. operates in the Accounting industry.

What technology does Independent Tax & Financial Planners, P.C. use?

Independent Tax & Financial Planners, P.C.'s tech stack includes Microsoft 365jQueryElementorYoast SEOBootstrapGoogle AnalyticsWeb Font LoaderKirki Customizer Framework.

What is Independent Tax & Financial Planners, P.C.'s email format?

Independent Tax & Financial Planners, P.C.'s email format typically follows the pattern of FLast@itfp.com. Find more Independent Tax & Financial Planners, P.C. email formats with LeadIQ.

When was Independent Tax & Financial Planners, P.C. founded?

Independent Tax & Financial Planners, P.C. was founded in 1981.

Independent Tax & Financial Planners, P.C.

AccountingPennsylvania, United States2-10 Employees

ITFP is an independent company. We are not owned by any other company and are not dependent on the sale of financial products, as are many other companies. We provide high-quality personalized financial planning, tax and accounting services to individuals and businesses.

Our office is located at 130 Buck Rd, Suite 101, Holland, PA 18966.
Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Company Overview

Headquarters: 130 Buck Road Southampton, Pennsylvania 18966 United States
Phone number: +1-215-354-****
Website: itfp.com
SIC Code: 8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded: 1981
Employees: 2-10