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Tactical Tax & Estate Planning

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uuid003ghsd

Namestring
Tactical Tax & Estate Planning
Legal namestring
Tactical Tax & Estate Planning
Websiteurl
steptax.com
Company typeenum
Private
Founded yearint
2009
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersPhoenix, United States
HQ citystring
Phoenix
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
tax mitigation services, estate planning, wealth management, retirement tax planning, business succession planning
Industry5 codes
1Business Owner & Executive Financial Planning
CodeFSAEAAAOPrimaryYes
2Private Wealth Planning (Tax, Estate & Succession)
CodeFSAAABAEPrimaryNo
3Tax-Aware Retirement & Estate Coordination
CodeFSAEABAJPrimaryNo
4Estate & Legacy Planning Advisory
CodeFSAEAAAGPrimaryNo
5Trust & Estate Tax Planning & Compliance
CodeFSAEAKAEPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Tax and Estate Planning Advisory
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Professional Financial Advisory Services
TypeProfessional Services
Description

Consulting fees for tax planning, estate planning, business succession planning, and wealth management services. Revenue appears to come from project-based engagements and ongoing advisory retainer arrangements with high-net-worth clients and business owners.

steptax.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Custom professional services engagement
ModelOtherBilling cadenceMulti-year contract
Notes

Quote-based / Not publicly disclosed

steptax.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Tactical Tax & Estate Planning provides professional tax mitigation, estate planning, retirement strategies, business succession planning, legacy planning, risk mitigation, and charitable giving advisory services. The firm works primarily with high-net-worth individuals and business owners paying $100k+ in annual taxes, delivering complex solutions through a proprietary wealth development and management model. Services are delivered via consultative engagements, often in collaboration with financial advisors, attorneys, and accountants.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 5 values shown
  • $1.3 billion created in new net worth for clients
+4 more records
Product overview1 text field

Tactical Tax & Estate Planning operates as a comprehensive financial services firm offering a unified suite of tax planning and wealth management products. The core offering centers on tax mitigation services, supported by integrated modules for business planning, retirement strategies, estate planning, legacy planning, and risk mitigation. These services work together through a "Defend | Extend | Grow" methodology, positioning the firm as a holistic wealth management partner rather than a single-product solution.

Product and service7 records
1Tax Mitigation
CategoryTax Advisory
2Business Planning
CategoryBusiness Tax Advisory
3Retirement Planning
CategoryRetirement Tax Advisory
4Estate Planning
CategoryEstate Planning
5Legacy Planning
CategoryWealth Transfer Planning
6Risk Mitigation
CategoryRisk Advisory
7Charitable Giving
CategoryPhilanthropic Planning
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Moneta Group
TypeDirect peer
Description

Fee-only HNW wealth advisory and financial planning firm offering tax-aware investment, retirement, and estate planning to business owners and affluent families. Directly comparable in target segment (business owners, HNW households) and integrated tax + planning offering.

2Aspiriant
TypeDirect peer
Description

Independent RIA serving HNW individuals and families with integrated financial planning, tax strategy, and estate planning. Comparable in client profile, holistic planning approach, and emphasis on tax-aware wealth management.

3Berkowitz Pollack Brant
TypeDirect peer
Description

Accounting and advisory firm providing tax, estate, and wealth planning services to HNW individuals, business owners, and families. Comparable in delivering integrated tax mitigation and estate planning to HNW business-owner clients.

4Colony Group
TypeDirect peer
Description

HNW-focused wealth advisory firm providing investment management, tax planning, and multi-generational estate services. Closely comparable in serving business owners and multi-generational families.

5Mercer Advisors
TypeDirect peer
Description

RIA serving HNW households with wealth management, tax, and estate planning. Comparable in target client (HNW/affluent) and integrated tax + planning service offering.

6BNY Wealth
TypeBroad incumbent
Description

Wealth management arm of BNY offering private banking, investment management, and trust/estate services to UHNW families. Comparable in estate and tax planning scope but as part of a much larger institutional platform.

7Andersen
TypeDirect peer
Description

Tax, legal, and advisory firm specializing in complex tax planning and estate strategies for HNW individuals and business owners. Comparable in focus on tax mitigation, estate planning, and serving clients with $100k+ annual tax burdens.

8Carson Group
TypeEmerging player
Description

Advisor platform partnering with financial advisors to deliver wealth management, tax, and estate services to HNW clients. Comparable in the financial-advisor-referral/channel-partnership distribution model Tactical Tax uses.

9Mariner Wealth Advisors
TypeDirect peer
Description

National HNW wealth advisory firm providing tax planning, estate planning, and business transition services to affluent families and business owners. Closely aligned with Tactical Tax's HNW business-owner focus and integrated planning model.

10Creative Planning
TypeBroad incumbent
Description

One of the largest U.S. RIAs offering comprehensive wealth management, tax, and estate planning to HNW clients. Broader incumbent with overlapping capabilities but at materially greater scale and geographic reach.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles12 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Tactical Tax & Estate Planning

Tax and Estate Planning Advisorysteptax.com

Tactical Tax & Estate Planning firmographics

Firmographics
Name
Tactical Tax & Estate Planning
Legal name
Tactical Tax & Estate Planning
Website
https://steptax.com
Company type
Private
Founded year
2009
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Tactical Tax & Estate Planning industry classification

Industry
Product category
Tax and Estate Planning Advisory
NAICS
Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Business Owner & Executive Financial Planning (FSAEAAAO)
akta.pro secondary industries
Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Estate & Legacy Planning Advisory (FSAEAAAG), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

  • Tax mitigation services
  • Estate planning
  • Wealth management
  • Retirement tax planning
  • Business succession planning

Where Tactical Tax & Estate Planning is headquartered

Location

Headquarters

HQ city
Phoenix
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Tactical Tax & Estate Planning business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Professional Financial Advisory Services: Consulting fees for tax planning, estate planning, business succession planning, and wealth management services. Revenue appears to come from project-based engagements and ongoing advisory retainer arrangements with high-net-worth clients and business owners.

Pricing tiers

ModelBillingPrice
OtherMulti-year contractCustom professional services engagement

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Tactical Tax & Estate Planning product offering

Product offering

Core offering

Tactical Tax & Estate Planning provides professional tax mitigation, estate planning, retirement strategies, business succession planning, legacy planning, risk mitigation, and charitable giving advisory services. The firm works primarily with high-net-worth individuals and business owners paying $100k+ in annual taxes, delivering complex solutions through a proprietary wealth development and management model. Services are delivered via consultative engagements, often in collaboration with financial advisors, attorneys, and accountants.

Product overview

Tactical Tax & Estate Planning operates as a comprehensive financial services firm offering a unified suite of tax planning and wealth management products. The core offering centers on tax mitigation services, supported by integrated modules for business planning, retirement strategies, estate planning, legacy planning, and risk mitigation. These services work together through a "Defend | Extend | Grow" methodology, positioning the firm as a holistic wealth management partner rather than a single-product solution.

Differentiator

Problem solved

Functional benefit

Products and services

  • Tax Mitigation
  • Business Planning
  • Retirement Planning
  • Estate Planning
  • Legacy Planning
  • Risk Mitigation
  • Charitable Giving

Quantifiable outcome

  • $1.3 billion created in new net worth for clients
  • +4 more outcomes

Companies that use Tactical Tax & Estate Planning

Customer profile

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Tactical Tax & Estate Planning technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Tactical Tax & Estate Planning partnerships and signals

Strategic signal

Scale indicators5 records

Recent moves7 records

Expansion highlights4 records

Tactical Tax & Estate Planning competitors and assessment

Company assessment

Direct peers

  • Moneta Group: Fee-only HNW wealth advisory and financial planning firm offering tax-aware investment, retirement, and estate planning to business owners and affluent families. Directly comparable in target segment (business owners, HNW households) and integrated tax + planning offering.
  • Aspiriant: Independent RIA serving HNW individuals and families with integrated financial planning, tax strategy, and estate planning. Comparable in client profile, holistic planning approach, and emphasis on tax-aware wealth management.
  • Berkowitz Pollack Brant: Accounting and advisory firm providing tax, estate, and wealth planning services to HNW individuals, business owners, and families. Comparable in delivering integrated tax mitigation and estate planning to HNW business-owner clients.
  • Colony Group: HNW-focused wealth advisory firm providing investment management, tax planning, and multi-generational estate services. Closely comparable in serving business owners and multi-generational families.
  • Mercer Advisors: RIA serving HNW households with wealth management, tax, and estate planning. Comparable in target client (HNW/affluent) and integrated tax + planning service offering.
  • Andersen: Tax, legal, and advisory firm specializing in complex tax planning and estate strategies for HNW individuals and business owners. Comparable in focus on tax mitigation, estate planning, and serving clients with $100k+ annual tax burdens.
  • Mariner Wealth Advisors: National HNW wealth advisory firm providing tax planning, estate planning, and business transition services to affluent families and business owners. Closely aligned with Tactical Tax's HNW business-owner focus and integrated planning model.

Broad incumbents

  • BNY Wealth: Wealth management arm of BNY offering private banking, investment management, and trust/estate services to UHNW families. Comparable in estate and tax planning scope but as part of a much larger institutional platform.
  • Creative Planning: One of the largest U.S. RIAs offering comprehensive wealth management, tax, and estate planning to HNW clients. Broader incumbent with overlapping capabilities but at materially greater scale and geographic reach.

Emerging players

  • Carson Group: Advisor platform partnering with financial advisors to deliver wealth management, tax, and estate services to HNW clients. Comparable in the financial-advisor-referral/channel-partnership distribution model Tactical Tax uses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Tactical Tax & Estate Planning social profiles

Digital presence

Tactical Tax & Estate Planning financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Tactical Tax & Estate Planning leadership team

Management profile

Number of profiles

Profiles12 records

Tactical Tax & Estate Planning funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Tactical Tax & Estate Planning M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tactical Tax & Estate Planning

What does Tactical Tax & Estate Planning do?

Tactical Tax & Estate Planning provides professional tax mitigation, estate planning, retirement strategies, business succession planning, legacy planning, risk mitigation, and charitable giving advisory services. The firm works primarily with high-net-worth individuals and business owners paying $100k+ in annual taxes, delivering complex solutions through a proprietary wealth development and management model. Services are delivered via consultative engagements, often in collaboration with financial advisors, attorneys, and accountants.

Is Tactical Tax & Estate Planning a public or private company?

Tactical Tax & Estate Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Tactical Tax & Estate Planning founded?

Tactical Tax & Estate Planning was founded in 2009. It employs 1 to 10 people.

Where is Tactical Tax & Estate Planning based?

Tactical Tax & Estate Planning is headquartered in Phoenix, United States, in the North America region.

How does Tactical Tax & Estate Planning make money?

One revenue line is on record: professional Financial Advisory Services.

Who are Tactical Tax & Estate Planning's main competitors?

Direct peers on record are Moneta Group, Aspiriant, Berkowitz Pollack Brant, Colony Group, Mercer Advisors, Andersen and Mariner Wealth Advisors. Broad incumbents are BNY Wealth and Creative Planning. Carson Group is listed as an emerging player.

Does Tactical Tax & Estate Planning have an API?

No public API is recorded for Tactical Tax & Estate Planning.

What industry is Tactical Tax & Estate Planning in?

Tactical Tax & Estate Planning's product category is Tax and Estate Planning Advisory. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 52394 and its SIC code is 6282.

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