Closely Held Focus The firm specializes in tax planning for closely held corporations and stockholders, presenting an opportunity to win more tax planning, succession, and compliance work from family-owned businesses in the region.

Tax Return Volume With over 200 corporate and partnership tax returns and more than 1,000 individual, estate, trust, and gift returns, there is potential to expand outsourced tax preparation, review, and research services for additional clients and busy seasons.

Partner Network They collaborate with lawyers, actuaries, and pension administrators, enabling cross-sell of estate planning, retirement planning, and employee benefits services to existing clients.

Regional Market Located in Great Neck, NY, and experienced with federal and local payroll taxes beyond the tri-state area, there is room to expand services to nearby NY/NJ/CT markets for multi-state payroll and tax services.

Tech Modernization Current stack includes Microsoft 365 and web technologies; there is an opportunity to upsell modern practice management, CRM, data analytics, cybersecurity, and compliance tools to boost efficiency and protect client data as the practice grows.