Insights

Small practice opportunity Very small firm with 2-10 employees and a broad service offering presents a potential upsell path for cloud-based bookkeeping, payroll, and tax planning services to streamline operations and scale as they grow.

IRS representation need Offer specialized IRS representation and audit support services to ensure compliance and minimize risk for a tight-knit client base likely to encounter tax complexity as business activities expand.

Technology leverage Existing tech stack (AWS, WordPress, Google Workspace) signals openness to digital collaboration; propose integrated financial tech solutions, secure data workflows, and automation to improve efficiency and client experience.

Growth readiness Revenue range and market focus suggest readiness for advisory services on entity selection, retirement planning, and financial statements to support expansion, financing, or new product lines.

Competitive positioning Compared to larger firms, emphasize personalized service and niche offerings; tailor outreach around boutique tax and bookkeeping capabilities to win as a trusted advisor for small businesses seeking hands-on attention.

Similar companies to Year Round Tax Service

Year Round Tax Service Tech Stack

Year Round Tax Service uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore Year Round Tax Service's tech stack below.

Year Round Tax Service's Email Address Formats

Year Round Tax Service uses at least 1 email format:
Year Round Tax Service Email FormatsExamplePercentage
First@yearroundtaxservice.comJohn@yearroundtaxservice.com
100%

Frequently Asked Questions

What is Year Round Tax Service's phone number?

Minus sign iconPlus sign icon
You can contact Year Round Tax Service's main corporate office by phone at . 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 Year Round Tax Service's official website and social media links?

Minus sign iconPlus sign icon
Year Round Tax Service's official website is yearroundtaxservice.com and has social profiles on LinkedIn.

How much revenue does Year Round Tax Service generate?

Minus sign iconPlus sign icon
As of October 2026, Year Round Tax Service's annual revenue is estimated to be $1M - $10M.

What is Year Round Tax Service's SIC code and NAICS code?

Minus sign iconPlus sign icon
Year Round Tax Service's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Year Round Tax Service have currently?

Minus sign iconPlus sign icon
As of October 2026, Year Round Tax Service has approximately 2 employees across 1 continents, including North America. Key team members include Ceo: H. M., Owner, Enrolled Agent: M. C. and Enrolled Agent, Tax Preparer: S. Z. Explore Year Round Tax Service's employee directory with LeadIQ.

What industry does Year Round Tax Service belong to?

Minus sign iconPlus sign icon
Year Round Tax Service operates in the Financial Services industry.

What technology does Year Round Tax Service use?

Minus sign iconPlus sign icon
Year Round Tax Service's tech stack includes iCIMS, Amazon Web Services, WordPress, oEmbed, Google Workspace, jQuery, jQuery Migrate and Piwik PRO Core.

What is Year Round Tax Service's email format?

Minus sign iconPlus sign icon
Year Round Tax Service's email format typically follows the pattern of First@yearroundtaxservice.com. Find more Year Round Tax Service email formats with LeadIQ.
Year Round Tax Service logo

Year Round Tax Service

Financial ServicesMinnesota, United States2-10 Employees

Year Round Tax Service is a financial services firm based in Minneapolis, Minnesota, offering a broad range of professional tax and related services designed to address individual needs. The company emphasizes personalized attention, tailoring advice to each client’s unique situation and providing services that span bookkeeping, business consulting, entity selection, estate and trust tax preparation, payroll, retirement planning, sales tax, financial statements, and IRS representation. Its target market appears to be individuals and small businesses seeking conscientious, hands-on support from a small provider that can deliver both planning and execution across tax, accounting, and financial planning needs. Positioned in the broader tax and accounting services industry, the firm focuses on delivering thorough analysis and personalized service within a local context, leveraging its local presence at its Minneapolis address. The company operates with a small team and serves clients by closely examining personal circumstances to inform tailored recommendations and outcomes.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Year Round Tax Service's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.