Insights

Personalized Financial Services Modica Financial and Tax caters to individuals and small businesses seeking comprehensive financial solutions, presenting opportunities to offer tailored financial products, advisory, and insurance services.

Niche Market Focus Operating with a small team and serving a local area in Atascadero, CA, the company emphasizes personalized service, which can be leveraged to introduce specialized local marketing strategies or premium service packages.

Technology Integration Utilizing a modern tech stack including MySQL, PHP, and Google Analytics, Modica Financial demonstrates openness to innovative solutions, opening avenues for upselling advanced financial software, data analytics, or automation tools.

Growth Potential With revenue estimated between one and ten million dollars, there is considerable scope for cross-selling additional financial planning, tax consulting, or insurance services to expand their revenue streams.

Competitive Landscape Positioned in a competitive industry alongside large firms like H&R Block and ADP, there is an opportunity to differentiate with personalized, boutique services and targeted marketing to attract clients seeking bespoke financial solutions.

Modica Financial and Tax Tech Stack

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

MySQL

Database

oEmbed

Dev Tools

Microsoft Word

Office Suites

AlmaLinux

Operating Systems

PHP

Programming Languages

HTTP/3

Web & Portal Technology

Google Analytics

Web Analytics

Apache HTTP Server

Web Servers

Modica Financial and Tax Email Formats	Example	Percentage
First@modicafinancial.com	John@modicafinancial.com	50%
First@modicafinancial.com	John@modicafinancial.com	50%

Modica Financial and Tax Email Formats

Example

Percentage

First@modicafinancial.com

John@modicafinancial.com

50%

First@modicafinancial.com

John@modicafinancial.com

50%

Frequently Asked Questions

Where is Modica Financial and Tax's headquarters located?

Modica Financial and Tax's main headquarters is located at 8380 Morro Road Atascadero, California 93422 United States. The company has employees across 1 continents, including North America.

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.

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

Modica Financial and Tax's SIC code is 8742 - Management Consulting Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Modica Financial and Tax have currently?

As of December 2025, 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 MySQLoEmbedMicrosoft WordAlmaLinuxPHPHTTP/3Google AnalyticsApache HTTP Server.

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 AlmaLinux, Priority Hints, GoDaddy, FitVids.js, OpenResty.

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

We are here to serve individuals and small businesses alike. If you are looking for a blend of personal service and expertise, you have come to the right place! Our services encompass nearly every aspect of financial life, including: tax preparation, payroll/ bookkeeping, financial planning and life/health insurance.

Insights

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