Insights

Strong Financial Performance M&A State Tax Specialist, LLC generates between $10 million and $25 million in revenue, indicating a solid financial foundation and capacity for growth that can support expanded service offerings or higher-value engagements.

Specialized Tax Expertise With over 90 years of combined experience in state tax consulting, M&A specializes in sales, use, and franchise tax recovery, presenting opportunities to cross-sell related tax advisory and audit defense services to existing clients.

Contingency Revenue Model The company's performance-based fee structure aligns incentives with client savings, offering a compelling sales pitch for prospects seeking risk-sharing arrangements that guarantee results without upfront costs.

Target Market Focus Serving Fortune 100 and mid-market enterprises, M&A is positioned to expand its client base within large corporations and growing mid-sized firms seeking sophisticated tax recovery and compliance solutions.

Technology Stack Utilization Utilizing modern tools like MySQL, PHP, WordPress, and Apache, M&A demonstrates technical capability that can be leveraged to enhance client reporting solutions or develop new digital services for streamlined tax recovery processes.

Similar companies to M&A State Tax Specialist, LLC

M&A State Tax Specialist, LLC Tech Stack

M&A State Tax Specialist, LLC uses 8 technology products and services including MySQL, Envoy, Priority Hints, and more. Explore M&A State Tax Specialist, LLC's tech stack below.

  • MySQL
    Database
  • Envoy
    Load Balancers
  • Priority Hints
    Performance
  • WordPress.com
    Platform As A Service
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • Apache HTTP Server
    Web Servers
  • AddThis
    Widgets

Media & News

M&A State Tax Specialist, LLC's Email Address Formats

M&A State Tax Specialist, LLC uses at least 1 format(s):
M&A State Tax Specialist, LLC Email FormatsExamplePercentage
FLast@danmartinez.comJDoe@danmartinez.com
40%
First@danmartinez.comJohn@danmartinez.com
10%
FLast@danmartinez.comJDoe@danmartinez.com
40%
First@danmartinez.comJohn@danmartinez.com
10%

Frequently Asked Questions

What is M&A State Tax Specialist, LLC's phone number?

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You can contact M&A State Tax Specialist, LLC'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 M&A State Tax Specialist, LLC's official website and social media links?

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M&A State Tax Specialist, LLC's official website is danmartinez.com and has social profiles on LinkedIn.

What is M&A State Tax Specialist, LLC's NAICS code?

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M&A State Tax Specialist, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does M&A State Tax Specialist, LLC have currently?

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As of January 2026, M&A State Tax Specialist, LLC has approximately 6 employees across 1 continents, including North America. Key team members include Vice President Tax Policy And Government Relations: J. J.Shareholder And Vp Of Marketing & Engagement Services: G. S.Consulting Director: E. C.. Explore M&A State Tax Specialist, LLC's employee directory with LeadIQ.

What industry does M&A State Tax Specialist, LLC belong to?

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M&A State Tax Specialist, LLC operates in the Financial Services industry.

What technology does M&A State Tax Specialist, LLC use?

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M&A State Tax Specialist, LLC's tech stack includes MySQLEnvoyPriority HintsWordPress.comPHPBootstrapApache HTTP ServerAddThis.

What is M&A State Tax Specialist, LLC's email format?

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M&A State Tax Specialist, LLC's email format typically follows the pattern of FLast@danmartinez.com. Find more M&A State Tax Specialist, LLC email formats with LeadIQ.

When was M&A State Tax Specialist, LLC founded?

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M&A State Tax Specialist, LLC was founded in 1991.

M&A State Tax Specialist, LLC

Financial ServicesTexas, United States2-10 Employees

At M&A we reduce State Sales & Use Tax and Franchise / Margin Tax exposure and tax overpayments by more than $5 million annually.  State Tax Consultants provide strategic solutions to identify sales and use tax and franchise tax refund and recovery services, support audit defense and reduce future tax liabilities for Fortune 100 and mid-market enterprises.

Our extensive experience with audit defense projects, reverse audits, overpayment reviews and managed audits enable us to positively affect the results of sales and use tax examinations. Our vast knowledge of the state  tax code, experience with the Comptroller's policies, procedures and our positive working relationship with the State allows us to effectively achieve significant financial benefit for our clients.

The vast majority of our Refund Review and Recovery services are performance fee based (ie. contingency) where we shift the risk from our clients to M&A.  With over 90 years of combined state tax expertise, M&A provides the flexibility and assurance our clients have come to expect.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    M&A State Tax Specialist, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    M&A State Tax Specialist, LLC's revenue is estimated to be in the range of $10M$25M

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