IRS problem focus Target similar small to mid-sized tax resolution clients who are overwhelmed by delinquent IRS issues, highlighting experience in negotiation and debt reduction as a primary value proposition.

Boutique scale Leverage the small team size to position as a personalized, high-touch alternative to larger firms, offering tailored strategies and rapid response times to distinguish from bigger competitors.

Revenue range Capitalize on reported revenue scale to target SMBs seeking credible tax relief services with solid financial backing, and propose scalable service packages aligned with growth stages.

Content and thought leadership Promote ongoing advisory content such as the Online Advisor and tax planning insights to attract prospects seeking proactive tax strategy, upsell with recurring advisory and annual compliance services.

Tech-enabled service Emphasize a tech-savvy approach with use of analytics and modern web tools to streamline case management and client communication, offering efficiency claims that can reduce timelines and increase closure rates.