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Insights

Specialty Tax Opportunity PMBA specializes in Federal and State Tax Advisory Services and Asset Recovery, presenting a clear cross-sell path for firms handling complex tax challenges or multistate operations.

Big Four Provenance With a team comprising Big 4 alumni and tax professionals, PMBA can position as an agile, cost-contrastive alternative for large firms seeking specialized tax support or overflow work.

Technology Enablement Their tech stack including SAP, Shopify, WordPress, HubSpot, Google Ads, and analytics tools suggests strong digital engagement, enabling cross-sell through targeted campaigns and integrated client win-back strategies.

Growth Scale Potential Revenue in the range of one to ten million and a lean team imply opportunities to upsell advisory, software implementation, and asset recovery services to growing mid-market clients.

Industry Positioning Operating in the accounting sector with a boutique specialty focus, PMBA can target Fortune 500 and mid-market prospects seeking specialized tax solutions, compliance efficiency, and value-add advisory.

Similar companies to PM Business Advisors (PMBA)

PM Business Advisors (PMBA) Tech Stack

PM Business Advisors (PMBA) uses 8 technology products and services including AdRoll, Google Ads, LinkedIn Ads, and more. Explore PM Business Advisors (PMBA)'s tech stack below.

PM Business Advisors (PMBA)'s Email Address Formats

PM Business Advisors (PMBA) uses at least 2 email formats:
PM Business Advisors (PMBA) Email FormatsExamplePercentage
FLast@pmbusinessadvisors.comJDoe@pmbusinessadvisors.com
100%
FLast@pmba.comJDoe@pmba.com
100%

Frequently Asked Questions

What is PM Business Advisors (PMBA)'s phone number?

Minus sign iconPlus sign icon You can contact PM Business Advisors (PMBA)'s main corporate office by phone at
+1-212-835-****
. 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 PM Business Advisors (PMBA)'s official website and social media links?

Minus sign iconPlus sign iconPM Business Advisors (PMBA)'s official website is pmba.com and has social profiles on LinkedIn.

How much revenue does PM Business Advisors (PMBA) generate?

Minus sign iconPlus sign icon As of October 2026, PM Business Advisors (PMBA)'s annual revenue is estimated to be $1M - $10M.

What is PM Business Advisors (PMBA)'s NAICS code?

Minus sign iconPlus sign iconPM Business Advisors (PMBA)'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does PM Business Advisors (PMBA) have currently?

Minus sign iconPlus sign iconAs of October 2026, PM Business Advisors (PMBA) has approximately 8 employees across 3 continents, including North America, South America and Europe. Key team members include Director Solutions Architecture: J. B., Tax Associate: N. H. and Marketing Intern: S. S. Explore PM Business Advisors (PMBA)'s employee directory with LeadIQ.

What industry does PM Business Advisors (PMBA) belong to?

Minus sign iconPlus sign iconPM Business Advisors (PMBA) operates in the Accounting industry.

What technology does PM Business Advisors (PMBA) use?

Minus sign iconPlus sign iconPM Business Advisors (PMBA)'s tech stack includes AdRoll, Google Ads, LinkedIn Ads, HubSpot Analytics, Microsoft Clarity, WordPress, SAP and Shopify.

What is PM Business Advisors (PMBA)'s email format?

Minus sign iconPlus sign iconPM Business Advisors (PMBA)'s email format typically follows the pattern of FLast@pmbusinessadvisors.com. Find more PM Business Advisors (PMBA) email formats with LeadIQ.

When was PM Business Advisors (PMBA) founded?

Minus sign iconPlus sign iconPM Business Advisors (PMBA) was founded in 2015.
PM Business Advisors (PMBA) logo

PM Business Advisors (PMBA)

AccountingNew York, United States2-10 Employees

PM Business Advisors (PMBA) is an accounting firm focused on specialty tax services, based in White Plains, New York. With more than 25 years of experience, PMBA offers Federal and State tax advisory services, software implementation, and asset recovery. The firm relies on a team that includes alumni from major accounting firms as well as tax professionals to address complex tax challenges. Operating within the accounting industry, PMBA provides services intended to help clients manage intricate tax issues.

PMBA serves businesses with intricate tax needs, delivering advisory support, implementation assistance, and recovery solutions as part of an integrated service approach. As a small practice, it emphasizes steady, reliable support for navigating complex tax matters from its White Plains base.

Section iconCompany Overview

Phone number
+1-212-835-****
Website
pmba.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2015
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    PM Business Advisors (PMBA)'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Director Solutions Architecture at PM Business Advisors (PMBA)
    J. B.
    Director Solutions Architecture
    Mobile Phone
  • Tax Associate at PM Business Advisors (PMBA)
    N. H.
    Tax Associate
    Mobile Phone
  • Marketing Intern at PM Business Advisors (PMBA)
    S. S.
    Marketing Intern
    Mobile Phone

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