Insights

Local Market Focus Trailhead Tax’s strong emphasis on serving residents and small businesses in Folsom, California presents opportunities to tailor outreach and premium service offerings to nearby clients seeking personalized, community-oriented tax solutions.

Technology Integration With a tech stack including WordPress, Mailchimp, and modern web technologies, Trailhead Tax is positioned to leverage digital marketing and automation tools for enhanced client engagement, presenting avenues for sales of digital marketing, CRM, and automation solutions.

Growth Potential Operating with a revenue scale between one and ten million dollars, Trailhead Tax is likely seeking scalable growth solutions, including cloud-based financial software and strategic consulting to expand their service capabilities and client base.

Service Diversification Offering tax preparation, bookkeeping, and strategic planning indicates an openness to additional financial services, such as financial planning software or advanced analytics tools, creating cross-sell opportunities.

Small Firm Flexibility As a small team with 2-10 employees, Trailhead Tax values flexible, cost-effective solutions that improve operational efficiency, opening opportunities for sales of team collaboration tools, productivity software, and small business financial management platforms.

Trailhead Tax Tech Stack

Trailhead Tax uses 8 technology products and services including RSS, WordPress, Mailchimp, and more. Explore Trailhead Tax's tech stack below.

  • RSS
    Content Management System
  • WordPress
    Content Management System
  • Mailchimp
    Email
  • Modernizr
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Nginx
    Web Servers

Media & News

Trailhead Tax's Email Address Formats

Trailhead Tax uses at least 2 format(s):
Trailhead Tax Email FormatsExamplePercentage
First@cwi.taxJohn@cwi.tax
100%

Frequently Asked Questions

Where is Trailhead Tax's headquarters located?

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Trailhead Tax's main headquarters is located at 101 Parkshore Drive Suite 100 Folsom, California 95630 United States. The company has employees across 1 continents, including North America.

What is Trailhead Tax's official website and social media links?

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Trailhead Tax's official website is mytrailhead.tax and has social profiles on LinkedIn.

What is Trailhead Tax's SIC code NAICS code?

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

How many employees does Trailhead Tax have currently?

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As of April 2026, Trailhead Tax has approximately 3 employees across 1 continents, including North America. Key team members include President: C. W.. Explore Trailhead Tax's employee directory with LeadIQ.

What industry does Trailhead Tax belong to?

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Trailhead Tax operates in the Accounting industry.

What technology does Trailhead Tax use?

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Trailhead Tax's tech stack includes RSSWordPressMailchimpModernizrSiteGroundPHPreCAPTCHANginx.

What is Trailhead Tax's email format?

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Trailhead Tax's email format typically follows the pattern of First@cwi.tax. Find more Trailhead Tax email formats with LeadIQ.

When was Trailhead Tax founded?

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Trailhead Tax was founded in 2008.

Trailhead Tax

AccountingCalifornia, United States2-10 Employees

The tax code is a tangled wilderness. Don’t get eaten by a bear (or a 1040).

Most people treat tax season like a hike through a swamp in wet socks. At Trailhead Tax, we think that’s a terrible way to live. Whether you are an individual hiker looking for a clear path to savings or a small business owner trying to scale a mountain of paperwork, we are here to be your guide, your pack-mule, and your human GPS.

Based right here in Folsom, CA, we help our neighbors navigate the shifting terrain of the IRS without losing their minds—or their marshmallows. From the complexities of the OBBBA to the lingering shadows of the TCJA, we’ve got the map, the compass, and the snacks.

Our Expedition Services:
Tax Preparation (The Heavy Lifting): We handle the filing so you can focus on the view. We specialize in individuals and small businesses who would rather be on the American River Trail than at a desk.

Bookkeeping (Trail Maintenance): We keep your financial trails clear and debris-free year-round. No more "shoebox full of receipts" landslides.

Tax Strategy (The Summit Map): We don’t just look at where you’ve been; we look at where you’re going. We help you pack the right gear (deductions) to reach your financial summit.

IRS Navigation: If the trail gets rocky, we’re the first ones on the line to lead you back to safety.

Why Hike with Trailhead?
Because taxes are mandatory, but suffering is optional. We believe in professional-grade accuracy delivered with a "campsite-casual" attitude. We’re local, we’re experts, and we promise not to bore you with accounting jargon unless you’re into that sort of thing.

Section iconCompany Overview

Headquarters
101 Parkshore Drive Suite 100 Folsom, California 95630 United States
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2008
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Trailhead Tax's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Trailhead Tax's revenue is estimated to be in the range of $1M$10M

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