Insights

Integrated tax Partner with Magellan Planning Group to offer comprehensive tax planning services for clients already receiving financial planning, emphasizing a bundled approach that can deepen wallet share.

Small firm Target the solo practitioner or very small advisory teams to provide scalable tax and estate planning support, leveraging their current setup and low headcount for high-value, outsourced services.

Digital footprint Leverage their tech stack including AWS, Hotjar, and analytics tools to propose data-driven onboarding, client experience improvements, and secure tax data handling as differentiators.

Expansion potential Position as a growth enabler for Magellan Planning Group by offering ongoing tax planning, year-round advisory services, and compliance support to expand client relationships beyond annual filings.

Competitive positioning Highlight opportunities to compete with larger firms by delivering personalized, integrated financial and tax planning with a boutique service model tailored to clients of a financial planning office.

Similar companies to Magellan Tax Consultants, LLC

Magellan Tax Consultants, LLC Tech Stack

Magellan Tax Consultants, LLC uses 8 technology products and services including Hotjar, iCIMS, Amazon Web Services, and more. Explore Magellan Tax Consultants, LLC's tech stack below.

Magellan Tax Consultants, LLC's Email Address Formats

Magellan Tax Consultants, LLC uses at least 3 email formats:
Magellan Tax Consultants, LLC Email FormatsExamplePercentage
First@magellantax.comJohn@magellantax.com
100%
First@magellanplanning.comJohn@magellanplanning.com
86%
Middle@magellanplanning.comMichael@magellanplanning.com
14%

Frequently Asked Questions

What is Magellan Tax Consultants, LLC's official website and social media links?

Minus sign iconPlus sign icon
Magellan Tax Consultants, LLC's official website is magellanplanning.com and has social profiles on LinkedIn.

What is Magellan Tax Consultants, LLC's SIC code and NAICS code?

Minus sign iconPlus sign icon
Magellan Tax Consultants, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Magellan Tax Consultants, LLC have currently?

Minus sign iconPlus sign icon
As of October 2026, Magellan Tax Consultants, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Cpa: H. S. Explore Magellan Tax Consultants, LLC's employee directory with LeadIQ.

What industry does Magellan Tax Consultants, LLC belong to?

Minus sign iconPlus sign icon
Magellan Tax Consultants, LLC operates in the Financial Services industry.

What technology does Magellan Tax Consultants, LLC use?

Minus sign iconPlus sign icon
Magellan Tax Consultants, LLC's tech stack includes Hotjar, iCIMS, Amazon Web Services, jQuery CDN, Section.io, Microsoft 365, Datadog and Piwik PRO Core.

What is Magellan Tax Consultants, LLC's email format?

Minus sign iconPlus sign icon
Magellan Tax Consultants, LLC's email format typically follows the pattern of First@magellantax.com. Find more Magellan Tax Consultants, LLC email formats with LeadIQ.
Magellan Tax Consultants, LLC logo

Magellan Tax Consultants, LLC

Financial ServicesGeorgia, United States0-1 Employees

Magellan Tax Consultants, LLC operates within the financial services sector and provides comprehensive tax planning services as part of a broader financial planning offering. Based in Atlanta, Georgia, the firm works inside a financial planning office to deliver integrated financial, estate, and tax planning to clients, addressing the tax considerations that accompany broader financial goals. The company appears to serve clients seeking coordinated planning services, leveraging a combined approach to taxes and estate planning in the context of overall financial advice. The arrangement situates the practice within a local professional services environment, with a founder choosing to collaborate within Magellan Planning Group, Inc. Further information indicates the practice is newly established, operating in a closely held professional setting in the Atlanta area. A recent note from the practitioner references direct client inquiries and emphasizes accessible tax planning within the existing planning office.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Employees
0-1

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.