Insights

Boutique Firm, Targeted Small practice with a focus on tailored financial services for closely held businesses and high net-worth individuals presents a sales opportunity to offer scalable back-office solutions, specialized tax planning, and succession planning services to expand client value.

Integrated Services Sallie Mullins Thompson offers tax compliance, accounting, business consulting, cash flow and net worth reporting, and financial planning, indicating cross-sell potential for bundled advisory packages including tax strategy, retirement planning, and risk management.

Securities & Advisory Affiliation with Avantax for securities, advisory, and insurance creates a channel for cross-sell to clients seeking investment management, insurance protection, and financial planning integration through a single provider.

Revenue & Growth Reported revenue in the $1M–$10M range alongside a lean staff suggests a readiness to scale through strategic partnerships, add-on services, or white-label solutions without large fixed-cost investments.

Tech & Analytics Utilizes cloud-based infrastructure and analytics tools (AWS, Datadog, Google Analytics) presenting opportunities to offer improved data reporting, cybersecurity services, and digital marketing solutions to enhance client insights and attract new business.

Similar companies to Sallie Mullins Thompson, CPA PLLC

Sallie Mullins Thompson, CPA PLLC Tech Stack

Sallie Mullins Thompson, CPA PLLC uses 8 technology products and services including Amazon Web Services, Cloudflare, 1&1, and more. Explore Sallie Mullins Thompson, CPA PLLC's tech stack below.

  • Cloud Hosting
  • Cloudflare
    Content Management System
  • 1&1
    E-commerce
  • Google Fonts API
    Font Scripts
  • Real User Monitoring
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Sallie Mullins Thompson, CPA PLLC's Email Address Formats

Sallie Mullins Thompson, CPA PLLC uses at least 1 email format:
Sallie Mullins Thompson, CPA PLLC Email FormatsExamplePercentage
FirstML@smtcpapllc.comJohnMD@smtcpapllc.com
100%

Frequently Asked Questions

What is Sallie Mullins Thompson, CPA PLLC's official website and social media links?

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Sallie Mullins Thompson, CPA PLLC's official website is smtcpapllc.com and has social profiles on LinkedIn.

How much revenue does Sallie Mullins Thompson, CPA PLLC generate?

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As of September 2026, Sallie Mullins Thompson, CPA PLLC's annual revenue is estimated to be $1M - $10M.

What is Sallie Mullins Thompson, CPA PLLC's SIC code and NAICS code?

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Sallie Mullins Thompson, CPA PLLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Sallie Mullins Thompson, CPA PLLC have currently?

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As of September 2026, Sallie Mullins Thompson, CPA PLLC has approximately 1 employees across 1 continents, including North America. Key team members include Cpa Financial Planner And Tax Strategist: S. M. T. Explore Sallie Mullins Thompson, CPA PLLC's employee directory with LeadIQ.

What industry does Sallie Mullins Thompson, CPA PLLC belong to?

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Sallie Mullins Thompson, CPA PLLC operates in the Financial Services industry.

What technology does Sallie Mullins Thompson, CPA PLLC use?

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Sallie Mullins Thompson, CPA PLLC's tech stack includes Amazon Web Services, Cloudflare, 1&1, Microsoft 365, Google Fonts API, Datadog, Google Tag Manager and Google Analytics.

What is Sallie Mullins Thompson, CPA PLLC's email format?

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Sallie Mullins Thompson, CPA PLLC's email format typically follows the pattern of FirstML@smtcpapllc.com. Find more Sallie Mullins Thompson, CPA PLLC email formats with LeadIQ.

When was Sallie Mullins Thompson, CPA PLLC founded?

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Sallie Mullins Thompson, CPA PLLC was founded in 1995.
Sallie Mullins Thompson, CPA PLLC logo

Sallie Mullins Thompson, CPA PLLC

Financial ServicesDistrict of Columbia, United States0-1 Employees

Sallie Mullins Thompson, CPA PLLC is a financial services firm headquartered in Washington, DC, offering a range of accounting, tax, and financial planning services targeted at closely held businesses, families, and individuals. The practice focuses on tax compliance, divorce finance and tax analysis, bookkeeping and accounting, business consulting, cash flow and net worth reporting, education funding strategies, and legacy and asset protection, aiming to tailor solutions to each client within budget and time constraints. Operating in an advisory capacity, it seeks to act as a proactive partner by analyzing options, assessing tax impacts, recommending suitable courses of action, implementing those actions, and monitoring outcomes. The firm notes that its services are delivered with a view toward enhancing clients’ financial lives, and it aligns with a broader network of investment and insurance services through Avantax entities. A notable context for the firm is its location in Washington, DC, where it positions itself in the financial services landscape as a provider of integrated tax, accounting, and financial planning support for individuals and small to mid-size business owners. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Sallie Mullins Thompson, CPA PLLC's revenue is estimated to be in the range of $1M - $10M

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