Insights

Niche Appeal Small business and individual tax, payroll, bookkeeping, and financial planning are core services. This invites cross-sell opportunities to clients needing end-to-end financial services and ongoing compliance support.

Tech Leveraged A tech stack including MySQL, PHP, Apache, and analytics tools suggests potential for scalable client onboarding, secure data handling, and modernizing client portals for document sharing, scheduling, and e-filing services.

Growth Potential Revenue in the moderate range with a very small team indicates high potential for onboarding subcontractors or forming partnerships to scale tax season capacity and expand service lines.

Competitive Position Competes in a space with large, well-capitalized firms; emphasize personalized service, quick turnaround, and local market expertise to win small business clients who value advisory relationships.

Expansion Triggers Opportunity to upsell financial planning and insurance services to existing tax and payroll clients, while offering outsourced CFO or bookkeeping packages to small businesses seeking comprehensive financial management.

Modica Financial and Tax Tech Stack

Modica Financial and Tax uses 8 technology products and services including MySQL, Microsoft Word, Office 365, and more. Explore Modica Financial and Tax's tech stack below.

MySQL

Database

Microsoft Word

Office Suites

Office 365

Office Suites

Priority Hints

Performance

PHP

Programming Languages

Piwik

System Analytics & Monitoring

X-Content-Type-Options

Web & Portal Technology

Apache

Web Servers

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 NAICS code?

Modica Financial and Tax's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services 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.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 MySQLMicrosoft WordOffice 365Priority HintsPHPPiwikX-Content-Type-OptionsApache.

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

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