The Overlooked Goldmine: Serving Middle-Class & Upper-Middle-Class Clients

Too many accountants chase “big fish” clients — while ignoring the most underserved, profitable segment in the market: middle and upper-middle-class households.These families aren’t billionaires, but they’ve got complexity — dual earners, small business income, equity comp, rental properties, college planning, retirement strategies — and complexity is where tax planning pays off.

In this episode of The Growth Minded Accountant, we reveal how tax pros can:

• Identify overlooked middle- and upper-middle-class households that desperately need proactive planning.
• Package advisory services that deliver massive client ROI (while commanding premium fees).
• Move beyond tax prep and cookie-cutter marketing to build a firm that thrives year-round.

If you’re ready to grow your firm by serving the clients everyone else overlooks, this episode is your roadmap.