Tax savings focus Target small to midsize businesses seeking cash infusions by leveraging specific tax code provisions and tax court precedents, highlighting ATS as a specialized partner for legally maximizing rebates and reducing tax burden.

Partnership model Position ATS as a value-added tax consulting partner for CPAs and attorneys, offering client protection agreements and collaborative engagement with established tax professionals to expand service offerings and referral potential.

Audit defense Emphasize ATS’s commitment to defend clients during audits at no charge, which can be a compelling risk mitigation and trust-building proposition for firms handling tax strategies that involve complex codes.

Digital footprint Leverage ATS’s tech stack and online presence to scale outreach, including targeted campaigns via WordPress sites, CRM-like iCIMS usage, and marketing analytics tools to identify prospective CPA/Attorney partners and measure engagement.

Growth signals With revenue in the low-to-mid multi-million range and a lean team, there is an opportunity to bundle services, offer co-branded programs, and upsell advanced tax rebate strategies to mid-market customers while maintaining lean operations.