Market Expansion The recent acquisition of Jones & Company indicates that Taylor & Morgan is actively expanding its regional presence within Michigan, opening opportunities to target neighboring firms seeking strategic mergers or collaboration.

Mid-Size Potential With a revenue range of 1 to 10 million and a team of 11-50 employees, Taylor & Morgan represents a mid-sized accounting firm that may be seeking technology upgrades, process automation, or targeted service innovations to scale operations.

Technology Stack Utilization of modern digital tools such as JSON-LD, MobX, and Video.js suggests a willingness to adopt new technologies, making the firm a potential client for innovative software solutions or digital transformation services.

Competitive Positioning As a regional firm competing with large players like Deloitte and KPMG, Taylor & Morgan may seek strategic partnerships or consulting services that help differentiate their offerings and enhance client engagement.

Growth Opportunities Given their focus on full-service CPA offerings and support across tax, audit, and advisory services, there is potential to upsell specialized financial technology, compliance tools, or industry-specific advisory solutions to strengthen client service capabilities.