IRS problem focus Leverage their clear specialization in IRS problem resolution to propose upsell opportunities for ongoing tax planning, compliance remediation, and representation services to individuals and businesses facing ongoing tax obligations.

Growth potential With 11-50 employees and revenues in the mid-range, there is room to scale services for small to mid-market clients, offering bundled solutions such as annual tax strategy, bookkeeping, and audit support to expand revenue per client.

Tech-enabled Their tech stack shows familiarity with analytics, tracking, and cloud infrastructure, suggesting readiness to adopt client-facing digital onboarding, secure document exchange, and automated status updates to improve sales efficiency and client experience.

Denver presence Located in Denver with a localized practice focus, there is an opportunity to target regional businesses and professional networks, including CPAs, small firms, and financial advisers seeking specialized IRS remediation and ongoing tax services.

Revenue signals Reported revenue of 25–50 million indicates established operations; use this to position premium, scalable service packages (compliance, planning, and representation) to mid-market entities seeking trusted tax resolution partners.