Insights

Small client focus Targeting individuals and very small businesses with a comprehensive financial service offering suggests opportunities to upsell bundled services such as tax, bookkeeping, and financial planning to clients who value convenience and personal attention.

Tech-enabled efficiency Leveraging cloud and analytics tools (AWS, WordPress, Google Analytics, Matomo) indicates a capacity to scale service delivery, automate client onboarding, and provide digital reporting that can be leveraged in cross-sell and retention campaigns.

Lean operations A lean headcount (0-1 employees) implies a need for outsourced or partner-enabled solution stacks; sales opportunities exist in offering managed services, white-label solutions, or co-branded platforms to support growth.

Growth potential Revenue in the $1M–$10M range with a broad service mix (tax, payroll/bookkeeping, financial planning, insurance) signals potential for expanding client base through targeted outbound campaigns focused on small businesses seeking end-to-end financial care.

Competitive positioning Positioning against large firms like H&R Block and ADP suggests messaging opportunities around personalized service, flexible pricing, and concierge advisory to win over clients who prefer a boutique experience without sacrificing breadth of services.

Modica Financial and Tax Tech Stack

Modica Financial and Tax uses 8 technology products and services including Matomo, Amazon Web Services, WordPress, and more. Explore Modica Financial and Tax's tech stack below.

Matomo

Analytics

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

Microsoft 365

Google Fonts API

Font Scripts

AlmaLinux

Operating Systems

Divi

Page Builders

Google Analytics

Web Analytics

Modica Financial and Tax Email Formats	Example	Percentage
First@modicafinancial.com	John@modicafinancial.com	100%

Modica Financial and Tax Email Formats

Example

Percentage

First@modicafinancial.com

John@modicafinancial.com

100%

Frequently Asked Questions

What is Modica Financial and Tax's phone number?

You can contact Modica Financial and Tax's main corporate office by phone at

+1-518-629-****

. 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 Modica Financial and Tax's official website and social media links?

Modica Financial and Tax's official website is modicafinancial.com and has social profiles on LinkedIn.

How much revenue does Modica Financial and Tax generate?

As of July 2026, Modica Financial and Tax's annual revenue is estimated to be $1M - $10M.

What is Modica Financial and Tax's SIC code and NAICS code?

Modica Financial and Tax's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Modica Financial and Tax have currently?

As of July 2026, Modica Financial and Tax has approximately 1 employees across 1 continents, including North America. Key team members include President: J. M. and Office Manager: G. M. Explore Modica Financial and Tax's employee directory with LeadIQ.

What industry does Modica Financial and Tax belong to?

Modica Financial and Tax operates in the Accounting industry.

What technology does Modica Financial and Tax use?

Modica Financial and Tax's tech stack includes Matomo, Amazon Web Services, WordPress, Microsoft 365, Google Fonts API, AlmaLinux, Divi and Google Analytics.

What is Modica Financial and Tax's email format?

Modica Financial and Tax's email format typically follows the pattern of First@modicafinancial.com. Find more Modica Financial and Tax email formats with LeadIQ.

Modica Financial and Tax

Q: How many employees does Modica Financial and Tax have currently?

Modica Financial and Tax has approximately 1 employees.

Q: What technology does Modica Financial and Tax use?

Modica Financial and Tax's tech stack includes YUI, Microsoft 365, Microsoft Word, PHP, HSTS.

Q: What is Modica Financial and Tax's NAICS code?

Modica Financial and Tax's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States0-1 Employees

Modica Financial and Tax operates in the accounting sector, offering services that cover tax preparation, payroll and bookkeeping, financial planning, and life and health insurance. Based in Atascadero, California, the firm targets individuals and small businesses, aiming to provide a combination of personalized service and professional expertise. The company situates itself as a generalist financial services provider within its industry, addressing a broad range of financial needs for its clients. With a focus on local service delivery, the organization appears to emphasize accessible support for everyday financial life and regulatory compliance. The information indicates a small-scale operation centered in California, serving a diverse client base that requires integrated financial management and planning. A recent development detail is not provided beyond the stated service scope and local presence, and no revenue or workforce figures are disclosed in the available data.

Insights

Similar companies to Modica Financial and Tax

H&R Block

ADP

Liberty Tax

PwC Tax