The business is a full-service tax consulting and preparation business with over 400 clients. They operate in a shared space with other complimentary service providers (e.g. legal, estate counseling, financial planning) who operate independently but are excellent referral partners for each other. The business located in an easily accessed high rise in North Atlanta, and the lease includes a full administrative staff to support client operations.

Growth Opportunities:
1) Increase Staff to Enable Client Growth - Current owner's limited capacity has required him to be very selective in accepting new clients
2) Strengthen Referral & Partnership Networks - Build on existing referral streams from financial planners and attorneys; Introduce client referral incentives to expand the firm’s reach within Atlanta’s professional community
3) Enhance Client Engagement & Education - Host webinars and local seminars on tax planning and financial strategies; Publish blogs, guides, and thought-leadership content to boost authority and inbound client leads
4) Expand Marketing Efforts to Include Updated Website with Optimized SEO - Launch SEO-optimized website and targeted social media campaigns; Position brand to attract younger, tech-savvy demographics and broaden awareness beyond referrals