Integrated Wealth Opportunity to upsell clients to comprehensive wealth management through Avantax, combining tax planning, retirement planning, and investment advisory for individuals and small business owners; leverage securities licensing to deepen client relationships and grow assets under management.

SMB Growth Focus Capitalize on small business demand for bundled services that include accounting, tax planning, tax preparation, and retirement plan design for employees; offer bundled packages with payroll and compliance advisory to win SMB clients.

Avantax Synergy Extend insurance and risk management offerings via the Avantax affiliated agency to client portfolios; cross-sell life, health, and long-term care products alongside existing tax and accounting services.

Digital Engagement Leverage the tech stack for scalable virtual planning and onboarding; promote remote consultations and online planning tools to attract busy professionals and geographically dispersed clients.

Local Market Growth With a Delaware base and a mid-market footprint, there is room to expand services to nearby regions and forge partnerships with local CPAs and business networks to capture more SMBs and individuals seeking tax-smart investing and retirement planning.