Elevated Financial & Tax

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

8832 Blakeney Professional Dr Ste 301, C...

Phone Number

(980) 949-6011

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 3
Signal Type
Feb
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Jul
ZI Rank
1
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1
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3

About Elevated Financial & Tax

Elevated Financial & Tax, LLC is a full-service accounting firm located in Charlotte, NC, offering personalized tax and financial solutions to individuals, families, and small businesses. Their services include tax preparation, financial planning, and retirement planning, providing an integrated approach to financial management. The firm aims to guide clients toward financial success by identifying tax planning opportunities and managing their financial responsibilities. With a team of experienced professionals, Elevated Financial & Tax is dedicated to helping clients navigate their financial journeys.Explore more
Elevated Financial & Tax's Social MediaPopular SearchesElevated Financial & TaxElevated FinancialElevated Financial & Tax - LLCElevated Financial & Tax LLCElevated Financial & Tax Services LLCSIC Code 62,628NAICS Code 52,523Show more

Elevated Financial & Tax Org Chart

PhoneEmail
MP
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Manager, Operations

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Number of Employees

Type

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Founded In

Top Executive

Elevated Financial & Tax

<$5M
1-10
Private
-
2015
MP
Mandy PlummerManager, Operations
<$5M
11-50
Private
-
2000
RP
Robert PecicFinanacial Consultant
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Elevated Financial & Tax is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Elevated Financial & Tax is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Elevated Financial & Tax.

Elevated Financial & Tax Tech Stack

A closer look at the technologies used by Elevated Financial & Tax

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Frequently Asked Questions Regarding Elevated Financial & Tax

What is Elevated Financial & Tax's official website?
Elevated Financial & Tax's official website is www.elevatedft.com
What is Elevated Financial & Tax's Revenue?
Elevated Financial & Tax's revenue is <$5 Million
What is Elevated Financial & Tax's SIC code?
Elevated Financial & Tax's SIC: 62,628
What is Elevated Financial & Tax's NAICS code?
Elevated Financial & Tax's NAICS: 52,523
How many employees does Elevated Financial & Tax have?
Elevated Financial & Tax has 1-10 employees
What industry does Elevated Financial & Tax belong to?
Elevated Financial & Tax is in the industry of: Finance, Insurance, Business Services
What is Elevated Financial & Tax competition?
Elevated Financial & Tax top competitors include: The Rollover, Longshaw Financial Group, Lipscomb Investment Group, Ladin Tax & Financial Group
What technology does Elevated Financial & Tax use?
Some of the popular technologies that Elevated Financial & Tax uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Elevated Financial & Tax?
Elevated Financial & Tax contact info: Phone number: (980) 949-6011 Website: www.elevatedft.com
What does Elevated Financial & Tax do?

Elevated Financial & Tax, LLC is a full-service accounting firm located in Charlotte, NC, offering personalized tax and financial solutions to individuals, families, and small businesses. Their services include tax preparation, financial planning, and retirement planning, providing an integrated approach to financial management. The firm aims to gu... ide clients toward financial success by identifying tax planning opportunities and managing their financial responsibilities. With a team of experienced professionals, Elevated Financial & Tax is dedicated to helping clients navigate their financial journeys.Read More

What are Elevated Financial & Tax social media links?
Elevated Financial & Tax Linkedin page Elevated Financial & Tax Twitter page Elevated Financial & Tax Facebook page
Is Elevated Financial & Tax a public company?
Elevated Financial & Tax is private company therefore does not currently have an official ticker symbol
See more information about Elevated Financial & Tax

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