Mid-market tax and planning Kolodziej Eisen & Fey LLC operates in the accounting space with services spanning tax preparation, planning, corporate and personal financial advisory, and estate planning. This suggests upsell opportunities around comprehensive tax strategy, year-round planning, and integrated financial advisory for mid-sized clients.

Nationwide reach While based in Illinois, the firm services clients across the country and abroad. This indicates potential for expanding remote or virtual service offerings, cross-region tax planning, and scalable services for businesses with multi-state or international needs.

Technology leverage The tech stack includes Office 365, PHP, Google Analytics, and QuickBooks-related services, signaling readiness for digital collaboration, client portals, and data-driven advisory. Opportunity to pitch cloud-based accounting, automation, and analytics enhancements.

Revenue range Reported revenue between $1M and $10M with 11–50 employees positions the firm as a small to mid-sized practice. Targeted outreach could emphasize scalable, value-driven packages, succession planning, and cost-effective solutions for growing firms.

Growth enablers Services include IRS problem resolution, stock option support, and retirement plan administration. This provides a pathway to cross-sell to corporate clients and startups seeking specialized compliance, equity compensation guidance, and retirement plan management.