


Tactical Tax & Estate Planning
Financial Services • Phoenix, Arizona, United States • 1-10 Employees
Company overview
| Headquarters | 2990 E Northern Ave, STE D106, Phoenix, Arizona 85028, US |
| Phone number | +18882678817 |
| Website | |
| NAICS | 52 |
| Keywords | Business Strategy, Trusts, Business Growth, Taxes, Legacy Planning, Revenue Protection, Brand Protection, Creative Financing, Corporate Structing, Estate Planing, Taxstrategy, Wealthprotection |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Tactical Tax & Estate Planning
Dylan Mumm
Vice President of Planning Strategies
Tactical Tax & Estate Planning Email Formats
Tactical Tax & Estate Planning uses 2 email formats. The most common is {first initial} (e.g., j@steptax.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@steptax.com | 66.7% |
{first name} | john@steptax.com | 33.3% |
About Tactical Tax & Estate Planning
Would you like to Divorce the IRS on your terms? Have more control of your money to use how you want? Tactical Tax and Estate Planning is a highly specialized financial services firm focusing on giving our clients more control over their finances. We have created over $5.3 Billion in new net worth for using our strategies by defending personal wealth from unnecessary taxes, expanding wealth plans and financial goals, and growing assets on a tax-free basis to the highest degree possible. We believe that having a CPA alone is not a tax strategy and if you don't have a plan for your money...the government certainly does.
Tactical Tax & Estate Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Tactical Tax & Estate Planning has never raised funding before.
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