Niche Focus Target TaxAcuity as a specialized state and local tax consulting partner with a track record of reducing assessments and securing refunds, highlighting potential cross-sell opportunities to broaden tax services for clients facing multi-state obligations.

Growth Potential Position to scale with TaxAcuity given a modest revenue base and high client impact, presenting scalable service packages that can grow alongside their client portfolio from privately held firms to larger enterprises.

Tech Integration Leverage their cloud and web stack familiarity (Google Cloud, OpenResty, Nginx) to offer analytics, automation, and dashboarding solutions that streamline filing, audits, and refund projects, creating a value-add through tech-enabled services.

Audits & Refunds Emphasize expansion of audit and refund management offerings beyond current scope, proposing end-to-end programs to optimize sales and use tax positions across more jurisdictions for existing clients and new prospects.

Market Position Highlight opportunity to differentiate from broader tax firms by underscoring specialized expertise in state and local tax, enabling targeted outreach to mid-market and Fortune 500 clients with complex multi-state obligations.