Insights

R&D Tax Focus Target firms performing qualified R&D activities in the United States to offer R&D tax credit studies and audit defense services, leveraging Shockley Tax Advisory's specialized expertise.

Small Firm Reach Position to engage small- to mid-sized businesses and individuals seeking comprehensive tax planning, preparation, and bookkeeping, highlighting personalized service and hands-on support.

Audit Defense Upsell Promote R&D audit defense as a value-add for growing companies facing increasing compliance scrutiny, creating cross-sell opportunities with ongoing tax advisory services.

Tech Enablement Leverage the tech stack (Google Workspace, analytics, content management) to demonstrate modern, efficient service delivery and data-driven tax planning for potential clients with remote or distributed teams.

Authority & Education Highlight ongoing professional education and research commitments to build credibility with prospects seeking knowledgeable advisors who demystify accounting and tax concepts.

Similar companies to Shockley Tax Advisory

Shockley Tax Advisory Tech Stack

Shockley Tax Advisory uses 8 technology products and services including WordPress, oEmbed, Shopify, and more. Explore Shockley Tax Advisory's tech stack below.

  • Content Management System
  • oEmbed
    Dev Tools
  • E-commerce
  • Google Fonts API
    Font Scripts
  • Floating UI
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Ivory Search
    Web Platform Extensions

Shockley Tax Advisory's Email Address Formats

Shockley Tax Advisory uses at least 0 email formats:
Shockley Tax Advisory Email FormatsExamplePercentage

Frequently Asked Questions

What is Shockley Tax Advisory's phone number?

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You can contact Shockley Tax Advisory'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 Shockley Tax Advisory's official website and social media links?

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Shockley Tax Advisory's official website is shockleytax.com and has social profiles on LinkedIn.

How much revenue does Shockley Tax Advisory generate?

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As of September 2026, Shockley Tax Advisory's annual revenue is estimated to be <$1M.

What is Shockley Tax Advisory's SIC code and NAICS code?

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Shockley Tax Advisory's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Shockley Tax Advisory have currently?

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As of September 2026, Shockley Tax Advisory has approximately 1 employees across 1 continents, including North America. Key team members include Partner: K. A. S. Explore Shockley Tax Advisory's employee directory with LeadIQ.

What industry does Shockley Tax Advisory belong to?

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Shockley Tax Advisory operates in the Accounting industry.

What technology does Shockley Tax Advisory use?

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Shockley Tax Advisory's tech stack includes WordPress, oEmbed, Shopify, Google Workspace, Google Fonts API, Floating UI, Google Analytics and Ivory Search.

When was Shockley Tax Advisory founded?

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Shockley Tax Advisory was founded in 2007.
Shockley Tax Advisory logo

Shockley Tax Advisory

AccountingTexas, United States0-1 Employees

Shockley Tax Advisory is an accounting firm based in Houston, Texas, offering services that include accounting, tax planning and preparation, bookkeeping, and business succession planning for individuals as well as small- to medium-sized businesses. The firm emphasizes personalized service grounded in advanced training, technical experience, and ongoing professional education, with a focus on demystifying accounting concepts for clients and addressing tax issues in a responsible, thoughtful manner. In addition to traditional accounting and tax work, Shockley Tax Advisory specializes in research and development tax credit studies for U.S.-based companies conducting qualified R&D activities, and also provides R&D audit defense. The company positions itself within the accounting industry as a practitioner-driven firm that combines professional expertise with a resourceful, research-oriented approach to client issues. The information indicates the business operates from a single location in Houston and targets individuals and small- to mid-sized enterprises seeking comprehensive tax and accounting support, including specialized R&D-related services.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2007
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Shockley Tax Advisory's revenue is estimated to be in the range of <$1M

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