SMB Tax Readiness Position Block Advisors as the go-to year round tax partner for small business owners, offering ongoing tax prep with a 100% accuracy guarantee and access to related services like bookkeeping, payroll, business formation, and Beneficial Ownership Reporting to simplify compliance and deductions.

Partnership Expansion Leverage existing and emerging partnerships (Urban League, Simply Business, ContractorPlus, FOUND, UENI) to access diverse SMB segments, including minority- and women-owned businesses, for co-branded offers, discounts, and referrals that open recurring revenue streams.

Data Driven Prospecting Capitalize on Block Advisors’ digital marketing stack to identify SMBs with tax needs and guide them toward cross sell opportunities such as year-round tax services, formation tools, and compliance services, supported by measurable outreach.

Compliance Growth Engine Promote the Beneficial Ownership Information Reporting service and other compliance offerings as a gateway to higher value engagements for small businesses navigating new regulations, creating longer lifecycles and higher average revenue per client.

Inclusive SME Focus Target women- and minority-owned small businesses highlighted by grant programs like Fund Her Future and partnerships with community organizations to expand the customer base, establish social proof, and unlock tailored programs that drive loyalty.