Award-winning expertise Leverage the firm’s recognition by the NYSSCPA as award winners, authors, and lecturers to position premium sales consulting and deeper tax advisory services to mid-market clients seeking credibility and domain mastery in sales and use tax.

Scale opportunity With revenue in the mid-market range and a lean team, there is potential to upsell managed services, ongoing tax compliance, and audit support packages to expand recurring revenue while maintaining a lean operating model.

Audit and relief focus Highlight capabilities in sales tax audits, resolutions, and refund opportunities to target distressed or high-risk clients needing fast, favorable outcomes, offering bundled services for audit defense and recovery programs.

Technology enabled Utilize their digital footprint and analytics tools to identify client segments, track refund opportunities, and deliver data-driven outreach for tiered service offerings such as automated tax savings assessments.

Growth readiness Position the firm as a partner for expanding businesses facing complex multi-state tax scenarios, targeting fast-growing firms in industries with complex nexus and use tax exposure, where scalable advisory and dispute resolution services are valuable.