Small firm growth Target Riskin & Riskin, PC for expansion services beyond tax preparation, such as advisory offerings in estate planning, college planning, student loan strategies, and trust services to broaden revenue streams and deepen client relationships.

Tech-enabled servicing Leverage the firm’s use of cloud and web technologies (AWS, Google Cloud, Microsoft 365, Squarespace/Wix/WordPress) to propose scalable, remote-friendly accounting and tax solutions, including secure client portals and digital engagement models for clients outside local Orange, CT.

Founder-led advisory Position senior leadership as value drivers for cross-selling personalized planning services—tax, estate, gift planning, and wealth transfer—highlighting their generational knowledge as a differentiator for high-touch, high-margin engagements.

Upsell to individuals With emphasis on individual and small business tax planning, introduce bundled packages (annual tax planning plus financial planning modules) to increase average revenue per client and improve client retention.

Local to global reach Capitalize on the firm’s global interaction capability to attract multi-jurisdictional clients or expatriates needing cross-border tax planning and compliance, expanding potential market beyond traditional local clientele.