Texas accounting firm increases capacity during busy tax season.
The brief.
She was having trouble scaling her business due to the high cost of hiring and retaining experienced onshore tax preparers. While her team had more opportunity for work during the busy tax season, the firm had serious capacity limitations which diminished opportunities for additional profits. Additionally, the firm was challenged with extended turnaround times for business and individual tax returns, as well as increased workload for senior CPAs.
Our approach.
Additional support
Deployed two dedicated full-time offshore tax professionals.
Customized training
Trained resources on firm-specific tax workflows and compliance standards.
Processes and reviews
Implemented SOP-driven tax preparation processes with layered quality reviews.
Streamlined engagement
Enabled seamless coordination with onshore CPAs for final review and filing.
The offshore tax team has been instrumental in managing peak-season workloads. We achieved faster turnaround times, high accuracy, and meaningful cost savings without increasing onshore staff.
The outcome.
Cost savings
Achieved approximately $80,000–$120,000 in annual savings compared to hiring two onshore tax preparers.
Accuracy improvement
Maintained 98–99% preparation accuracy, significantly reducing rework and review iterations.
Time efficiency
Improved turnaround time by 35–40%, enabling faster delivery during peak season.
Handled volume
• Prepared 450–500 Individual Tax Returns annually
• Prepared 120–150 Business Tax Returns annually
