Niche focus Target tax credit advisory needs for small to mid-sized companies across industries, highlighting a potential upsell for expanding research tax credit services beyond current clients and partners.

Strategic partnerships Leverage existing relationships with CPAs and corporate tax departments to cross-sell complementary services such as state credit optimization, incentive planning, and long-term tax strategy engagements.

Growth readiness With revenue between one and ten million and a lean 2-10 employee footprint, there is opportunity to scale advisory services for growing firms pursuing increased R&D activity and capital investments.

Proven expertise Emphasize the firm’s Big Four and IRS/attorney pedigree to win trust with potential clients in need of rigorous, compliant research credit optimization and proactive tax planning.

Digital reach Utilize the current tech stack and online presence to run targeted digital campaigns (Google AdSense, MGID, WordPress) aimed at firms researching incentives, credits, and tax planning solutions.