Insights

Client base opportunity Target mid-size professional service firms in Las Vegas, Phoenix, and Salt Lake City, focusing on expanding services in tax planning, estate planning, and business consulting to cross-sell advisory offerings.

High net-worth focus Leverage the firm’s emphasis on aggressive tax planning for physicians, dentists, attorneys, architects, and engineers to offer tailored high-net-worth planning services and wealth management integrations.

Tech-enabled efficiency Promote value-added outsourcing or advisory packages that enhance current capabilities using the firm’s tech stack (AWS, Drupal, iCIMS, Microsoft 365, analytics tools) to deliver scalable, compliant client solutions.

Growth through services Position expanded offerings such as pension plan consulting, government contracting support, and outsourced accounting as recurring revenue opportunities for existing clients and new prospects.

Geographic expansion Capitalize on regional exposure across three metro areas by offering multi-state tax compliance, cross-border planning, and centralized advisory services to capture nearby professional services and construction sectors.

Similar companies to Udall CPA Group

Udall CPA Group Tech Stack

Udall CPA Group uses 8 technology products and services including iCIMS, Amazon Web Services, Drupal, and more. Explore Udall CPA Group's tech stack below.

Udall CPA Group's Email Address Formats

Udall CPA Group uses at least 1 email format:
Udall CPA Group Email FormatsExamplePercentage
First@udallgroup.comJohn@udallgroup.com
100%

Frequently Asked Questions

What is Udall CPA Group's official website and social media links?

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Udall CPA Group's official website is udallgroup.com and has social profiles on LinkedIn.

How much revenue does Udall CPA Group generate?

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As of October 2026, Udall CPA Group's annual revenue is estimated to be $10M - $25M.

What is Udall CPA Group's SIC code and NAICS code?

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Udall CPA Group's SIC code is 6282 - Investment Advice and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Udall CPA Group have currently?

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As of October 2026, Udall CPA Group has approximately 33 employees across 1 continents, including North America. Key team members include Tax Manager: J. C., Bookkeeper: B. M. and Accountant: P. S. Explore Udall CPA Group's employee directory with LeadIQ.

What industry does Udall CPA Group belong to?

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Udall CPA Group operates in the Accounting industry.

What technology does Udall CPA Group use?

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Udall CPA Group's tech stack includes iCIMS, Amazon Web Services, Drupal, Microsoft 365, Microsoft Word, ZURB Foundation, Google Analytics and Piwik PRO Core.

What is Udall CPA Group's email format?

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Udall CPA Group's email format typically follows the pattern of First@udallgroup.com. Find more Udall CPA Group email formats with LeadIQ.

When was Udall CPA Group founded?

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Udall CPA Group was founded in 2011.
Udall CPA Group logo

Udall CPA Group

AccountingNevada, United States11-50 Employees

Udall CPA Group is a Nevada-based accounting firm that serves clients across the Las Vegas, Phoenix, and Salt Lake City metro areas. The firm emphasizes direct, specialized attention from experienced professionals and maintains a staffing approach focused on seasoned accountants to support client affairs. Its services span tax preparation, tax research, and ongoing tax planning, complemented by advisory offerings such as pension plan consulting, estate planning, business consulting, and systems and accounting software guidance. The client base includes professionals and business operators across various sectors, including service professionals, construction, real estate development, retail, restaurants, and government contracting, with a primary focus on professional service entities such as physicians, dentists, attorneys, architects, and engineers. Udall CPA Group positions itself around providing aggressive, creative tax planning that aligns with both business and personal needs, while aiming to minimize client fees by prioritizing quality work in the initial engagement phase. The firm is located at 1528 West Warm Springs Road, Suite 120, Henderson, Nevada, and has operated for nearly twenty years serving its regional markets.

Section iconCompany Overview

SIC Code
6282 - Investment Advice
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Udall CPA Group's revenue is estimated to be in the range of $10M - $25M

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