Insights

Targeted Senior Market National firm focused on assisting financial advisors and professionals serving the senior market, indicating a specialized audience for outreach and partnership opportunities.

Service Differentiation Emphasizes comprehensive advisor support and high-quality products as a differentiator from marketing-only competitors, suggesting potential upsell to premium services or consulting packages.

Mid-market Revenue Revenue in the 10M-25M range with a modest employee base implies scalable operations and room for technology, marketing, and advisory product enhancements targeted at growing firms.

Tech Stack Modern Utilizes multiple platforms (Squarespace, WordPress, Zoho, Google Cloud, HubSpot, AfterPay, WP Engine, Piwik) signaling openness to partnerships around CRM, marketing automation, payments, and analytics.

Growth Potential Recent funding and expansion signals, plus competitive positioning against larger firms, presents opportunities for strategic alliances in training, compliance, and software integrations to expand capabilities.

Similar companies to Senior Tax Advisory Group, Inc.

Senior Tax Advisory Group, Inc. Tech Stack

Senior Tax Advisory Group, Inc. uses 8 technology products and services including Squarespace, WordPress, Zoho, and more. Explore Senior Tax Advisory Group, Inc.'s tech stack below.

Senior Tax Advisory Group, Inc.'s Email Address Formats

Senior Tax Advisory Group, Inc. uses at least 2 email formats:
Senior Tax Advisory Group, Inc. Email FormatsExamplePercentage
First@springstax.comJohn@springstax.com
70%
FLast@springstax.comJDoe@springstax.com
30%

Frequently Asked Questions

What is Senior Tax Advisory Group, Inc.'s phone number?

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You can contact Senior Tax Advisory Group, Inc.'s main corporate office by phone at . 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 Senior Tax Advisory Group, Inc.'s official website and social media links?

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Senior Tax Advisory Group, Inc.'s official website is springstax.com and has social profiles on LinkedIn.

How much revenue does Senior Tax Advisory Group, Inc. generate?

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As of October 2026, Senior Tax Advisory Group, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Senior Tax Advisory Group, Inc.'s NAICS code?

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Senior Tax Advisory Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Senior Tax Advisory Group, Inc. have currently?

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As of October 2026, Senior Tax Advisory Group, Inc. has approximately 16 employees across 2 continents, including North America and Europe. Key team members include Vice President: A. A. and : R. R. Explore Senior Tax Advisory Group, Inc.'s employee directory with LeadIQ.

What industry does Senior Tax Advisory Group, Inc. belong to?

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Senior Tax Advisory Group, Inc. operates in the Financial Services industry.

What technology does Senior Tax Advisory Group, Inc. use?

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Senior Tax Advisory Group, Inc.'s tech stack includes Squarespace, WordPress, Zoho, Google Cloud, HubSpot, AfterPay, WP Engine and Piwik.

What is Senior Tax Advisory Group, Inc.'s email format?

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Senior Tax Advisory Group, Inc.'s email format typically follows the pattern of First@springstax.com. Find more Senior Tax Advisory Group, Inc. email formats with LeadIQ.

When was Senior Tax Advisory Group, Inc. founded?

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Senior Tax Advisory Group, Inc. was founded in 2000.
Senior Tax Advisory Group, Inc. logo

Senior Tax Advisory Group, Inc.

Financial ServicesColorado, United States11-50 Employees

Senior Tax Advisory Group, Inc. is a national financial services firm that assists financial advisors and other professionals who serve the senior market in building and expanding their personal practices. Unlike many firms in this space that focus primarily on marketing, the company emphasizes a team-based approach with a dedicated group of advisors offering a range of services to support practitioners. This structure is intended to provide agents with extensive guidance and access to a broad set of products and services available in the market.

The company targets financial professionals working with seniors who want to establish or grow their own practices. Based in Colorado Springs, Colorado, the firm operates nationally.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Senior Tax Advisory Group, Inc.'s revenue is estimated to be in the range of $10M - $25M

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