Insights

Niche client base Small firm size suggests personalized service and potential for high-touch client referrals in local markets; target SMBs and sole proprietors with growing tax and bookkeeping needs.

Lifecycle advisory Position as a partner for life events affecting taxes (home purchases, marriage, starting a business, divorce) to cross-sell tax planning, payroll, and bookkeeping services.

Digital readiness Leverage existing tech stack (Calendly, WordPress, AWS, Google Analytics) to streamline onboarding and digital marketing; upsell to clients demanding transparent, online-driven accounting workflows.

Growth via services Revenue range indicates scalable opportunities in tax planning and monthly bookkeeping for small businesses expanding their operations; offer packaged monthly retainers and tax season bundles.

Competitive positioning Compete by emphasizing personalized service in a market dominated by large firms; highlight responsiveness, advisory focus, and flexible engagement models to win clients seeking tailored solutions.

Similar companies to Julie R. Dhingra CPA, APC

Julie R. Dhingra CPA, APC Tech Stack

Julie R. Dhingra CPA, APC uses 8 technology products and services including Calendly, Amazon Web Services, Open Graph, and more. Explore Julie R. Dhingra CPA, APC's tech stack below.

Julie R. Dhingra CPA, APC's Email Address Formats

Julie R. Dhingra CPA, APC uses at least 2 email formats:
Julie R. Dhingra CPA, APC Email FormatsExamplePercentage
First@apc-cpa.comJohn@apc-cpa.com
62%
FLast@apc-cpa.comJDoe@apc-cpa.com
38%

Frequently Asked Questions

What is Julie R. Dhingra CPA, APC's phone number?

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You can contact Julie R. Dhingra CPA, APC's main corporate office by phone at . 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 Julie R. Dhingra CPA, APC's official website and social media links?

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Julie R. Dhingra CPA, APC's official website is jrdtax.com and has social profiles on LinkedIn.

How much revenue does Julie R. Dhingra CPA, APC generate?

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As of September 2026, Julie R. Dhingra CPA, APC's annual revenue is estimated to be $1M - $10M.

What is Julie R. Dhingra CPA, APC's NAICS code?

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Julie R. Dhingra CPA, APC's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Julie R. Dhingra CPA, APC have currently?

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As of September 2026, Julie R. Dhingra CPA, APC has approximately 2 employees across 1 continents, including North America. Key team members include President & Ceo: A. C. Explore Julie R. Dhingra CPA, APC's employee directory with LeadIQ.

What industry does Julie R. Dhingra CPA, APC belong to?

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Julie R. Dhingra CPA, APC operates in the Accounting industry.

What technology does Julie R. Dhingra CPA, APC use?

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Julie R. Dhingra CPA, APC's tech stack includes Calendly, Amazon Web Services, Open Graph, WordPress, Microsoft 365, Element UI, Amazon ALB and Google Analytics.

What is Julie R. Dhingra CPA, APC's email format?

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Julie R. Dhingra CPA, APC's email format typically follows the pattern of First@apc-cpa.com. Find more Julie R. Dhingra CPA, APC email formats with LeadIQ.
Julie R. Dhingra CPA, APC logo

Julie R. Dhingra CPA, APC

AccountingCalifornia, United States2-10 Employees

Julie R. Dhingra CPA, APC is a small accounting practice based in San Diego, California. The firm offers accounting, bookkeeping, payroll, tax planning and tax preparation services. It aims to help clients manage the tax implications of life changes by organizing and assembling the records needed for timely, accurate filings.

Its target market includes individuals and small businesses experiencing events such as buying a home, starting a new venture, or marital changes, where tax considerations are impacted. The organization operates in the accounting industry and maintains a website at jrdtax.com.

Section iconCompany Overview

Phone number
Website
jrdtax.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Julie R. Dhingra CPA, APC's revenue is estimated to be in the range of $1M - $10M

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