Global tax niche International focus with clients in over 50 nations and services spanning tax planning, global structuring and IRS representation. Opportunity to cross-sell international tax advisory, transfer pricing, and compliance for multinational clients expanding to the U.S. or abroad.

Small firm agility Very lean team (2-10 employees) with a boutique setup, suggesting high-touch service. Sales approach can emphasize personalized planning and bespoke solutions for individuals and small entities, plus a scalable model for growth through partner networks.

Strategic acquisitions Past acquisition by Citrin Cooperman indicates potential openness to partnerships or integration with larger networks. Use this to position D&H as a flexible collaborator for cross-border tax services and complementary capabilities.

US expansion footprint Established presence in Philadelphia with historical growth in New Jersey and London. Leverage geographic reach to target U.S. expatriates, foreign investors, and multinational clients needing U.S. tax structuring and compliance support.

Tech-enabled services Tech stack includes Microsoft 365, Google Analytics, Tag Manager, and Chart.js, indicating data-driven client delivery and marketing. Upsell data analytics for tax planning insights, client portals for secure document exchange, and digital marketing services for client acquisition.