Small business needs Target Taxpol Mt Prospect as a high-potential SMB client for full-service tax, accounting, payroll, and payroll processing outsourcing to improve efficiency and accuracy in annual filings and compliance.

IRS representation Leverage their service offering of representing clients before the IRS to propose value-added tax resolution and audit support packages for similar small businesses in their network, expanding advisory revenue.

Year-round services Position cross-sell opportunities around notary, year-end forms printing, and corporate setup to capture ongoing accounting cycles and new business formations, ensuring recurring revenues beyond tax season.

Tech modernization Highlight opportunities to introduce cloud-based accounting, secure document exchange, and automated payroll solutions that integrate with their current PHP/Bootstrap stack to enhance service delivery and client satisfaction.

Growth potential With revenue in the low-to-mid seven figures and a lean team, offer scalable partnerships, referral programs, and white-label services to help them compete with larger firms in the local market while expanding client bases.