Insights

Local multi-coverage Small local agency with access to over 20 insurance providers presents cross-sell potential across Home, Auto, Boat, RV, Motorcycle, ATV, Umbrella, Rental Property, Condo Owners, Renters and Commercial Insurance.

Tax and insurance synergy Bundling tax services with insurance offerings could drive higher lifetime value, especially for small business clients who need both personal and business tax support.

Community focus Family-owned, community-oriented positioning suggests target outreach to local SMBs and resident associations for referrals and localized partnerships.

Tech footprint Presence on WordPress and related web stack indicates potential for digital lead generation improvements, online quotes, and E-file tax service promotions to boost online conversion.

Growth indicators Revenue range aligns with mid-market peers in insurance and tax services; growth opportunities exist by expanding service lines, targeted marketing, and expanding sales channels to reach similar clients as larger incumbents.

Local Insurance and Tax Tech Stack

Local Insurance and Tax uses 8 technology products and services including RSS, WordPress, oEmbed, and more. Explore Local Insurance and Tax's tech stack below.

  • RSS
    Content Management System
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • reCAPTCHA
    Security
  • Contact Form 7
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Local Insurance and Tax's Email Address Formats

Local Insurance and Tax uses at least 1 format(s):
Local Insurance and Tax Email FormatsExamplePercentage
First@localinsuranceandtax.comJohn@localinsuranceandtax.com
100%

Frequently Asked Questions

What is Local Insurance and Tax's official website and social media links?

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Local Insurance and Tax's official website is localinsuranceandtax.com and has social profiles on LinkedIn.

How much revenue does Local Insurance and Tax generate?

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As of August 2026, Local Insurance and Tax's annual revenue is estimated to be $10M - $25M.

What is Local Insurance and Tax's NAICS code?

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Local Insurance and Tax's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Local Insurance and Tax have currently?

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As of August 2026, Local Insurance and Tax has approximately 3 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Detective Chief Superintendent: I. W.Insurance Advisor & Marketing Executive: C. N.. Explore Local Insurance and Tax's employee directory with LeadIQ.

What industry does Local Insurance and Tax belong to?

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Local Insurance and Tax operates in the Insurance industry.

What technology does Local Insurance and Tax use?

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Local Insurance and Tax's tech stack includes RSSWordPressoEmbedGoogle Fonts APIreCAPTCHAContact Form 7Apache HTTP ServerApache.

What is Local Insurance and Tax's email format?

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Local Insurance and Tax's email format typically follows the pattern of First@localinsuranceandtax.com. Find more Local Insurance and Tax email formats with LeadIQ.

When was Local Insurance and Tax founded?

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Local Insurance and Tax was founded in 2008.
Local Insurance and Tax logo

Local Insurance and Tax

InsuranceCalifornia, United States2-10 Employees

Local Insurance & Tax is a small, locally owned firm based in Sacramento, California, offering both insurance brokerage and tax filing services. Since 2008, the family-owned business has aimed to serve the local community by connecting clients with a broad range of coverage options across personal and property lines. With access to more than twenty insurers, the company helps customers compare policies for Home, Auto, Boat, RV, Motorcycle, ATV, Umbrella, rental properties, condo owners, renters, and commercial insurance. In addition to insurance, Local Insurance & Tax handles electronic filing of personal and small business federal and state tax returns. Based in the Sacramento area, the firm serves individuals and small businesses with related financial services. Overall, it operates within the insurance and tax services space with a focus on local service and community engagement.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Local Insurance and Tax's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Local Insurance and Tax's revenue is estimated to be in the range of $10M - $25M

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