Audit Support Offer expanded IRS audit defense services to mid-sized businesses and individuals in California, leveraging their current strength in audit representation to upsell ongoing compliance reviews and proactive tax issue resolution.

Virtual Convenience Highlight virtual tax preparation and remote audit support as a scalable value proposition for remote or distributed teams, targeting startups, franchises, and SMBs seeking low-contact tax services.

CFO Friendly Position Georgia Rogers as a senior enrollment agent with decades of experience to win engagements with finance teams and controllers seeking strategic tax planning, year-round consulting, and risk mitigation.

Small Business Focus Target small to mid-size entities and partnerships in California in need of comprehensive tax services, from planning and strategy to compliance and audit representation, expanding potential client base beyond individuals.

Growth Levers Leverage the existing digital presence and tech stack to run targeted ads and content marketing around tax strategy, audit relief, and virtual services to generate inbound inquiries and nurture outbound outreach.