Midwest CPA firm cut tax-season overtime by 62%
A 14-person CPA firm took on a 40% jump in tax-season clients without hiring anyone. They handed 1040 prep and review-ready packets to a CPA-supervised offshore team and kept their own people on the review.
- Daily review queue with same-day turnaround SLA
- UltraTax + Drake workflows mirrored end-to-end
- Two CPAs on the engagement; partner-level QC sign-off
"We got our weekends back. The team picked up our workflow fast, and within a season it felt like they'd always been part of it."
, Managing Partner, Midwest CPA Firm
Outcomes
62%
Overtime hours saved
1,840+
Returns processed
โ58%
Cost vs domestic hire
