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Insights

Growth Proximity Target small business owners and high W-2 earners across all 50 states who could benefit from enhanced tax planning, virtual CFO, and legacy strategies to drive profitability and long-term wealth.

Tax Optimization Capitalize on their focus of implementing innovative tax strategies to reduce tax burdens and maximize cash flow, presenting meal-and-budget friendly engagement options and ongoing tax advisory packages.

Digital Presence Leverage their tech stack and online footprint to propose scalable digital accounting, onboarding, and client self-service experiences, plus data-driven advisory using insights from analytics tools.

Service Expansion Cross-sell virtual CFO, accounting, and legacy planning services to create a comprehensive financial wellbeing suite for small businesses, investors, and high earners.

Competitive Position Differentiate by emphasizing licensed professionals servicing all 50 states, strong compliance focus, and wealth-building outcomes to compete with large firms while offering personalized service.

Similar companies to The Tax Planning Pros

The Tax Planning Pros Tech Stack

The Tax Planning Pros uses 8 technology products and services including Crazy Egg, Microsoft Clarity, Snowplow, and more. Explore The Tax Planning Pros's tech stack below.

The Tax Planning Pros's Email Address Formats

The Tax Planning Pros uses at least 4 email formats:
The Tax Planning Pros Email FormatsExamplePercentage
First@thetaxplanningpros.comJohn@thetaxplanningpros.com
84%
Last@thetaxplanningpros.comDoe@thetaxplanningpros.com
8%
FLast@thetaxplanningpros.comJDoe@thetaxplanningpros.com
4%
First.Last@thetaxplanningpros.comJohn.Doe@thetaxplanningpros.com
4%

Frequently Asked Questions

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

Minus sign iconPlus sign iconThe Tax Planning Pros's official website is thetaxplanningpros.com and has social profiles on LinkedIn.

How much revenue does The Tax Planning Pros generate?

Minus sign iconPlus sign icon As of September 2026, The Tax Planning Pros's annual revenue is estimated to be $10M - $25M.

What is The Tax Planning Pros's NAICS code?

Minus sign iconPlus sign iconThe 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?

Minus sign iconPlus sign iconAs of September 2026, The Tax Planning Pros has approximately 16 employees across 1 continents, including North America. Key team members include President: J. N. T., Managing Director: R. W. and Senior Accountant: P. P. Explore The Tax Planning Pros's employee directory with LeadIQ.

What industry does The Tax Planning Pros belong to?

Minus sign iconPlus sign iconThe Tax Planning Pros operates in the Accounting industry.

What technology does The Tax Planning Pros use?

Minus sign iconPlus sign iconThe Tax Planning Pros's tech stack includes Crazy Egg, Microsoft Clarity, Snowplow, iCIMS, Duda, WordPress, Office 365 and Piwik PRO Core.

What is The Tax Planning Pros's email format?

Minus sign iconPlus sign iconThe 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?

Minus sign iconPlus sign iconThe Tax Planning Pros was founded in 2017.
The Tax Planning Pros logo

The Tax Planning Pros

AccountingTexas, United States11-50 Employees

Based in Frisco, Texas, The Tax Planning Pros is a mid-sized accounting firm that serves small business owners, high-earning W-2 workers, and investors with a focus on tax strategy. Beyond traditional tax preparation, the firm provides strategic tax advisory, virtual CFO, accounting, and legacy planning to help clients increase profitability and pursue growth.

The company operates across all 50 states, supported by licensed professionals who collaborate with clients to develop and implement tax strategies. It delivers end-to-end services, from strategy and financial statement production to preparing and filing returns, with the aim of producing a comprehensive, compliant financial plan that supports long-term wealth and legacy goals.

Section iconCompany Overview

Website
thetaxplanningpros.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    The Tax Planning Pros's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • President at The Tax Planning Pros
    J. N. T.
    President
    Mobile Phone
  • Managing Director at The Tax Planning Pros
    R. W.
    Managing Director
    Mobile Phone
  • Senior Accountant at The Tax Planning Pros
    P. P.
    Senior Accountant
    Mobile Phone

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