Boutique IRS Experts The Schlichting Group specializes in tax controversy and tax compliance for small businesses and self employed individuals, presenting a focused opportunity to upsell premium IRS resolution services to clients facing complex tax issues or reporting burdens.

Tailored Solutions With a mission to provide pain-free IRS resolutions based on a client’s financial situation, there is a clear opportunity to position value-based engagements, case-by-case fee arrangements, and retainer-based packages to improve client outcomes and predictability.

Mid-market Growth Revenue is in the multi‑million range and headcount is lean, suggesting potential for scalable services, geographic or vertical expansion, and cross-sell of bookkeeping and tax preparation to a broader small business client base.

Tech Enablement Current tech stack includes QuickBooks, WordPress, Zoho and online forms, indicating openness to integrations and digital onboarding partnerships that can streamline client intake, project management, and data sharing for larger implementations.

Strategic Partnership Founded by an enrolled agent with a strong narrative around IRS advocacy, there is room to partner with CPA firms, law firms, or financial services platforms targeting distressed clients, warrants co-marketing, referral programs, and joint service offerings.