Specialized Tax Recovery Baker Shore & DiLorenzo's extensive experience in state and local tax audit assessments and overpayment recovery positions it as a valuable partner for companies seeking to optimize their tax compliance and reduce liabilities, creating opportunities for targeted consulting services.

Small Firm Flexibility With a lean team of 2-10 employees, the firm is likely agile and customized, making it ideal for mid-sized companies in need of personalized, cost-effective tax solutions without the bureaucracy of larger firms.

Technology Integration Utilizing advanced technology like AWS, React, and PWA indicates a modern, digitally-savvy approach that can appeal to clients seeking innovative solutions for tax management and reporting.

Revenue Growth Potential Generating between $10M and $25M in revenue demonstrates a healthy financial position, offering opportunities to expand services and increase outreach to businesses seeking sophisticated state and local tax consulting.

Market Niche Focus Focusing on state sales tax assessments, utilities, and customized training services enables targeted cross-selling opportunities with companies that need specific tax remediation or compliance education, especially in regions with complex regulatory environments.