Insights

Expanding Client Base The company services a nationwide client base across all 50 states, presenting opportunities to offer scalable and remote tax and financial advisory solutions tailored for diverse small businesses and high net-worth individuals.

Tech-Driven Approach Using advanced cloud and analytics tools like Snowplow and AWS, The Tax Planning Pros emphasizes innovative technology adoption, indicating a potential interest in enhancing their financial data management and client insights through new solutions.

Growth Potential With revenue between 10 and 25 million dollars and a relatively small team of up to 50 employees, the company may be seeking scalable services, automation tools, or strategic partnerships to support sustainable growth and operational efficiency.

Niche Market Focus Targeting high-income W-2 earners, small business owners, and investors suggests opportunities in premium financial products, tailored tax planning, and legacy planning services that cater to affluent and entrepreneurial clients.

Competitive Positioning Positioned alongside major firms such as H&R Block and Liberty Tax, The Tax Planning Pros could be interested in innovative marketing strategies or technology solutions to differentiate their services and expand their market share in the competitive tax advisory industry.

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The Tax Planning Pros Tech Stack

The Tax Planning Pros uses 8 technology products and services including Snowplow, iCIMS, Open Graph, and more. Explore The Tax Planning Pros's tech stack below.

Snowplow
Analytics
iCIMS
Applicant Tracking Systems
Open Graph
Content Management System
D3.js
Javascript Graphics
jQuery
Javascript Libraries
Elementor
Page Builders
Yoast SEO
Search Engines
Facebook
Widgets

Media & News

The Tax Planning Pros's Email Address Formats

The Tax Planning Pros uses at least 1 format(s):

The Tax Planning Pros Email Formats	Example	Percentage
First@thetaxplanningpros.com	John@thetaxplanningpros.com	84%
Last@thetaxplanningpros.com	Doe@thetaxplanningpros.com	8%
FLast@thetaxplanningpros.com	JDoe@thetaxplanningpros.com	4%
First.Last@thetaxplanningpros.com	John.Doe@thetaxplanningpros.com	4%

Frequently Asked Questions

Where is The Tax Planning Pros's headquarters located?

The Tax Planning Pros's main headquarters is located at 5 Cowboys Way Suite 300 Frisco, Texas United States. The company has employees across 1 continents, including North America.

What is The Tax Planning Pros's official website and social media links?

The Tax Planning Pros's official website is thetaxplanningpros.com and has social profiles on LinkedIn.

What is The Tax Planning Pros's NAICS code?

The Tax Planning Pros's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does The Tax Planning Pros have currently?

As of May 2026, The Tax Planning Pros has approximately 14 employees across 1 continents, including North America. Key team members include President: J. N. T.Acting Chief Executive Officer: Y. P.Managing Director: R. H.. Explore The Tax Planning Pros's employee directory with LeadIQ.

What industry does The Tax Planning Pros belong to?

The Tax Planning Pros operates in the Accounting industry.

What technology does The Tax Planning Pros use?

The Tax Planning Pros's tech stack includes SnowplowiCIMSOpen GraphD3.jsjQueryElementorYoast SEOFacebook.

What is The Tax Planning Pros's email format?

The Tax Planning Pros's email format typically follows the pattern of First@thetaxplanningpros.com. Find more The Tax Planning Pros email formats with LeadIQ.

When was The Tax Planning Pros founded?

The Tax Planning Pros was founded in 2017.

The Tax Planning Pros

Q: How many employees does The Tax Planning Pros have currently?

The Tax Planning Pros has approximately 14 employees.

Q: What technology does The Tax Planning Pros use?

The Tax Planning Pros's tech stack includes Nginx, Google Fonts API, Crazy Egg, Slick, MySQL.

Q: What is The Tax Planning Pros's NAICS code?

The Tax Planning Pros's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingTexas, United States11-50 Employees

At The Tax Planning Pros, we specialize in empowering small business owners, high W-2 income earners, and investors to achieve greater profitability and drive growth through strategic tax advisory, Virtual CFO, accounting, and legacy planning services.

Servicing all 50 states and backed by a team of licensed professionals, we work hand-in-hand with you to implement innovative tax strategies that not only reduce your tax burden but also create opportunities to maximize your wealth and secure your legacy.

From strategy creation to producing financials, and preparing and filing your returns, we handle every detail to ensure your financial plan is both comprehensive and compliant. By focusing on boosting profitability and long-term growth, we help you build a strong foundation for future success.

Contact us to get started!

Company Overview

Headquarters: 5 Cowboys Way Suite 300 Frisco, Texas United States
Website: thetaxplanningpros.com
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded: 2017
Employees: 11-50