Expanding Service Portfolio The company offers a broad range of services including current and back tax filings, tax advice throughout the year, and free tax reviews, presenting opportunities to cross-sell additional tax advisory, consulting, and financial planning services to existing clients.

Tech-savvy Operations Utilizing modern technology stacks such as AWS, React, and Nginx indicates a strong digital infrastructure, which can be leveraged to promote online consultations, digital tax solutions, and cloud-based financial management tools to attract tech-oriented clients.

Growth and Outreach With a revenue range of 1 million to 10 million and active recruitment efforts for interns and professionals, the company appears to be in growth mode, providing opportunities to propose expanded marketing campaigns, referral programs, and targeted outreach to larger small-business clients.

Client-Centric Focus The emphasis on helping clients optimize refunds and assess prior tax companies suggests a potential for offering premium audit defense, personalized financial coaching, and niche tax services to deepen client engagement.

Market Differentiation Positioned among mid-sized competitors like TaxAct and Liberty Tax, this company can emphasize personalized service and flexible support options to differentiate itself and attract clients seeking attentive, relationship-based tax services in the Brooklyn area.