High value clients Target mid-market to Fortune 500 companies with complex sales and use tax needs, emphasizing TaxAcuity’s track record of reducing assessments and refunds by tens of millions to demonstrate high ROI potential.

Audit and refund strength Position services around sales and use tax audits and refunds as a core differentiator, offering proactive risk mitigation and significant cost recovery for enterprises facing multi-state obligations.

Tech-enabled delivery Leverage the firm’s Google Cloud and OpenResty based tech stack to propose scalable, secure, data-driven tax management solutions for large clients seeking efficient compliance workflows.

Low headcount leverage Since the firm operates with a lean team, present scalable engagement models such as fractional capacity, fixed-fee projects, or retainer arrangements to attract clients needing expert but cost-effective support.

Market positioning Differentiate from larger tax firms by highlighting specialized local and state tax expertise and a successful track record across privately-owned to Fortune 500 clients, targeting industries with high state tax complexity.