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Insights

Niche market focus Target senior market financial professionals and independent agents seeking to build personal practices; there may be cross-sell opportunities with insurance, retirement planning, and estate services to expand value propositions.

Service differentiator Position as a full-service advisory partner rather than a marketing firm; upsell premium advisory support, training, and product suites to enhance client success and loyalty among agents in the senior market.

Revenue and growth potential Mid-sized firm with substantial revenue yet lean employee base suggests scalable models; propose partnerships around technology enablement, marketing automation, and compliance solutions to accelerate growth with efficiency.

Tech stack alignment Heavy use of Squarespace, WordPress, HubSpot, and CRM/marketing tools indicates openings for advanced marketing automation, data integration, and analytics services to optimize lead generation and client onboarding.

Expansion opportunities National scope and focus on serving financial advisors imply potential for outsourced training programs, partner.channel expansion, and white-label services to broaden market reach and add recurring revenue.

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?

Minus sign iconPlus sign icon You can contact Senior Tax Advisory Group, Inc.'s main corporate office by phone at
+1-719-596-****
. 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?

Minus sign iconPlus sign iconSenior 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?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconSenior Tax Advisory Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs 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?

Minus sign iconPlus sign iconSenior Tax Advisory Group, Inc. operates in the Financial Services industry.

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

Minus sign iconPlus sign iconSenior 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?

Minus sign iconPlus sign iconSenior 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?

Minus sign iconPlus sign iconSenior 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
+1-719-596-****
Website
springstax.com
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

Company Leadership

  • Vice President at Senior Tax Advisory Group, Inc.
    A. A.
    Vice President
    Mobile Phone
  • Employee at Senior Tax Advisory Group, Inc.
    R. R.
    Mobile Phone

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