Isaacson Tax

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

1301 N Congress Ave Ste 350, Boynton Bea...

Phone Number

(561) 536-0585

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Isaacson Tax

Isaacson Tax & Estate Advisors is a full-service retirement planning company based in Boynton Beach, Florida, established in 2004. The firm is independent and focuses on goal-driven financial planning, offering tailored advice rather than pushing specific products. They provide a range of services including tax preparation and collaborate closely with estate planning attorneys to meet individual client needs. Their clientele includes individuals seeking comprehensive retirement and estate planning solutions.Explore more
Isaacson Tax's Social MediaPopular SearchesIsaacson TaxIsaacson Tax & Estate AdvisorsIsaacson Tax & Estate Advisors IncIsaacson Tax Estate Advisors IncBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Isaacson Tax Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Isaacson Tax

<$5M
11-50
Private
-
2004
<$5M
1-10
Private
-
2003
DS
Daniel SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
<$5M
1998
CD
Cheryl DehneVice President, Sales
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Isaacson Tax Tech Stack

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Frequently Asked Questions Regarding Isaacson Tax

What is Isaacson Tax's official website?
Isaacson Tax's official website is www.itaxfl.com
What is Isaacson Tax's Revenue?
Isaacson Tax's revenue is <$5 Million
What is Isaacson Tax's SIC code?
Isaacson Tax's SIC: 62,628
What is Isaacson Tax's NAICS code?
Isaacson Tax's NAICS: 52,523
How many employees does Isaacson Tax have?
Isaacson Tax has 11-50 employees
What industry does Isaacson Tax belong to?
Isaacson Tax is in the industry of: Finance, Business Services, Securities Trading
What is Isaacson Tax competition?
Isaacson Tax top competitors include: Peak Mountain Advisors, Sopher Financial Group, Tradewinds Wealth Management, TD Fischer
What technology does Isaacson Tax use?
Some of the popular technologies that Isaacson Tax uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact Isaacson Tax?
Isaacson Tax contact info: Phone number: (561) 536-0585 Website: www.itaxfl.com
What does Isaacson Tax do?

Isaacson Tax & Estate Advisors is a full-service retirement planning company based in Boynton Beach, Florida, established in 2004. The firm is independent and focuses on goal-driven financial planning, offering tailored advice rather than pushing specific products. They provide a range of services including tax preparation and collaborate closely w... ith estate planning attorneys to meet individual client needs. Their clientele includes individuals seeking comprehensive retirement and estate planning solutions.Read More

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

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