Longstanding Industry Presence With over four decades of experience since 1982, Accounting & Tax Services has established a solid reputation in providing reliable tax and accounting solutions, positioning it as a trusted partner for small businesses seeking consistent financial management support.

Market Focus Serving small businesses and individuals, the company’s specialized focus presents opportunities to introduce tailored financial products and digital solutions that enhance efficiency and compliance for its core client base.

Growth Potential Operating with a revenue range up to $10 million and a staff of 201-500 employees, there is significant room for expansion by leveraging technology and expanding service offerings to capture more client segments within the local US market.

Technology Adoption The company utilizes various digital tools including Google Fonts, jQuery, and Datadog, indicating openness to integrating modern tech solutions, which can be further expanded to incorporate cloud-based financial software or automation services for enhanced client value.

Competitive Positioning While smaller than industry giants like PwC and Deloitte, ATS’s personalized service approach highlights an opportunity to differentiate through personalized, tech-enabled financial consulting to attract targeted small business clients seeking bespoke support.