Financial Concepts

Accounting for Legal Practices · California, United States · 1-10 Employees

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Overview

Headquarters

4040 Civic Center Dr Ste 200, San Rafael...

Phone Number

(415) 492-2832

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
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ZI Rank
1
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About Financial Concepts

Financial Concepts, Inc. is a San Rafael, CA-based tax preparation firm that specializes in maximizing tax savings for individuals and small businesses. They offer a comprehensive range of services including tax preparation, planning, estate and succession planning, and IRS tax problem resolution. The firm is dedicated to providing personalized support and expertise to their clients, ensuring they are well-informed about tax strategies. Their target clients include business owners, executives, and independent professionals seeking affordable and friendly tax assistance.Explore more
Financial Concepts's Social MediaPopular SearchesFinancial Concepts IncFinancialConceptsFinancial ConceptsFinancial Engines AdvisorFinancial Engines Advisors LLCSIC Code 72,729NAICS Code 54,541Show more

Financial Concepts Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Concepts

<$5M
1-10
Private
-
1967
<$5M
11-50
Private
<$5M
2008
<$5M
1-10
Private
-
-
NS
Nicholas SuttonInvestment Advisor & Representative & Enrolled Agent
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
AC
Anne ChavezCrtp Tax Preparer & Manager, Payroll
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
GL
Gale LamPresident
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Financial Concepts is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Financial Concepts is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Financial Concepts.

Financial Concepts Tech Stack

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Financial Concepts

What is Financial Concepts's official website?
Financial Concepts's official website is www.financialconceptstaxprep.com
What is Financial Concepts's Revenue?
Financial Concepts's revenue is <$5 Million
What is Financial Concepts's SIC code?
Financial Concepts's SIC: 72,729
What is Financial Concepts's NAICS code?
Financial Concepts's NAICS: 54,541
How many employees does Financial Concepts have?
Financial Concepts has 1-10 employees
What industry does Financial Concepts belong to?
Financial Concepts is in the industry of: Accounting for Legal Practices, Business Services
What is Financial Concepts competition?
Financial Concepts top competitors include: Sutton Financial Services, Count On Us, GTS & Associates, Richard Rottkamp
What technology does Financial Concepts use?
Some of the popular technologies that Financial Concepts uses are: RackSpace Cloud DNS, Rackspace, Cloudflare Security, Rackspace Email Hosting
How do I contact Financial Concepts?
Financial Concepts contact info: Phone number: (415) 492-2832 Website: www.financialconceptstaxprep.com
What does Financial Concepts do?

Financial Concepts, Inc. is a San Rafael, CA-based tax preparation firm that specializes in maximizing tax savings for individuals and small businesses. They offer a comprehensive range of services including tax preparation, planning, estate and succession planning, and IRS tax problem resolution. The firm is dedicated to providing personalized sup... port and expertise to their clients, ensuring they are well-informed about tax strategies. Their target clients include business owners, executives, and independent professionals seeking affordable and friendly tax assistance.Read More

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

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