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Insights

Wealth Management The Tax Office, Inc. focuses on wealth management and tax planning for individuals and businesses, indicating an opportunity to upsell integrated tax planning, bookkeeping, and advisory services to expand their service footprint.

Small Team With 0-1 employees listed, there may be a significant opportunity to offer scalable back-office support, client onboarding automation, compliance tools, and practice management solutions to support growth and reduce overhead.

Tech Stack Reliance on consumer and analytics tools (WordPress, Google Analytics, Tag Manager) suggests openness to digital marketing services, client portal enhancements, cybersecurity, and Google-based advertising or SEO optimization to attract new clientele.

Revenue Range Current revenue in the mid multiple millions indicates capacity for larger service packages, such as enterprise-level tax planning, analytics-driven tax strategy, and cross-sell opportunities with partner services.

Competitive Landscape Operating in a competitive tax and accounting space with firms of varying scale implies a need for differentiation through value-add services like advanced tax optimization, ongoing compliance automation, and client education programs.

Similar companies to The Tax Office, Inc.

The Tax Office, Inc. Tech Stack

The Tax Office, Inc. uses 8 technology products and services including WordPress, Microsoft 365, Google Fonts API, and more. Explore The Tax Office, Inc.'s tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • Google Tag Manager
    Tag Management
  • MediaElement.js
    Video Players
  • Google Analytics
    Web Analytics
  • Google Search Console
    Web Analytics

The Tax Office, Inc.'s Email Address Formats

The Tax Office, Inc. uses at least 3 email formats:
The Tax Office, Inc. Email FormatsExamplePercentage
FLast@plan4tax.comJDoe@plan4tax.com
79%
Last@plan4tax.comDoe@plan4tax.com
16%
FirstL@plan4tax.comJohnD@plan4tax.com
5%

Frequently Asked Questions

What is The Tax Office, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact The Tax Office, Inc.'s main corporate office by phone at
+1-916-773-****
. 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 The Tax Office, Inc.'s official website and social media links?

Minus sign iconPlus sign iconThe Tax Office, Inc.'s official website is plan4tax.com and has social profiles on LinkedIn.

How much revenue does The Tax Office, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, The Tax Office, Inc.'s annual revenue is estimated to be $25M - $50M.

What is The Tax Office, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconThe Tax Office, Inc.'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 The Tax Office, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, The Tax Office, Inc. has approximately 1 employees across 2 continents, including North America and Europe. Key team members include Property Manager: A. B. and Tax Administrator: M. N. Explore The Tax Office, Inc.'s employee directory with LeadIQ.

What industry does The Tax Office, Inc. belong to?

Minus sign iconPlus sign iconThe Tax Office, Inc. operates in the Accounting industry.

What technology does The Tax Office, Inc. use?

Minus sign iconPlus sign iconThe Tax Office, Inc.'s tech stack includes WordPress, Microsoft 365, Google Fonts API, Twemoji, Google Tag Manager, MediaElement.js, Google Analytics and Google Search Console.

What is The Tax Office, Inc.'s email format?

Minus sign iconPlus sign iconThe Tax Office, Inc.'s email format typically follows the pattern of FLast@plan4tax.com. Find more The Tax Office, Inc. email formats with LeadIQ.
The Tax Office, Inc. logo

The Tax Office, Inc.

AccountingCalifornia, United States0-1 Employees

The Tax Office, Inc. operates within the accounting industry, offering a broad range of consulting and planning services aimed at helping individuals and businesses manage wealth and minimize tax implications arising from complex decisions. Based in Roseville, California, the firm emphasizes guiding clients toward meeting management objectives through strategies that address both personal and business tax considerations. With a focus on delivering comprehensive tax solutions, the company positions itself as a partner for clients seeking ongoing tax planning and wealth management support. The organization appears to have a very small or solo operation, reflecting a lean professional footprint in its local market.

Section iconCompany Overview

Phone number
+1-916-773-****
Website
plan4tax.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
0-1

Section iconFunding & Financials

  • $25M - $50M

    The Tax Office, Inc.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Property Manager at The Tax Office, Inc.
    A. B.
    Property Manager
    Mobile Phone
  • Tax Administrator at The Tax Office, Inc.
    M. N.
    Tax Administrator
    Mobile Phone

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