Integrated Tax Solutions
- Theodore Spinardi, CFP®Senior Managing Director · Company website
- Solomon Nance-Pittman, EAManaging Director · Company website
- Stephanie LopezSenior Managing Director · Company website
- Luke Spinardi, CFP®Managing Director · Company website
- Danica RossTax Specialist and Office Manager · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Integrated Tax Solutions provides tax planning and preparation with a Certified Financial Planner involved in the process, serving individuals and businesses. Its staff are dually employed with Summit Wealth Group, a separate registered investment advisor with common ownership.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Integrated Tax Solutions this business | $1.1M | — |
| Summit Wealth Group Tulsa | $1.1M | 0.0 mi |
| MidFirst Bank Tulsa | $1.8M | 0.0 mi |
| MoneyGram Tulsa | $1.1M | 0.2 mi |
| Western Union Tulsa | $1.1M | 0.2 mi |
| QUIKTRIP #0078 Tulsa | $1.1M | 0.2 mi |
| Onb Bank & Trust Company Tulsa | $1.8M | 0.2 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
“In 2022, Ted formed Integrated Tax Solutions to help current and future clients with tax planning and preparation as well as business formation.”
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Integrated Tax Solutions
Integrated Tax Solutions is a finance and insurance company in Tulsa, Oklahoma, in business since 2022. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Integrated Tax Solutions?
- The owner of Integrated Tax Solutions isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Integrated Tax Solutions make?
- SeeBITDA estimates Integrated Tax Solutions's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Integrated Tax Solutions worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Integrated Tax Solutions founded?
- Integrated Tax Solutions has been in business since 2022.