The firm had 600 returns to turn around in a 12-week tax season, and every one had to go out on time. The same team had handled roughly 400 the year before.
Hiring temporary tax staff mid-season wasn't an option. The firm had tried it before, and the ramp-up alone cost weeks.
The firm handed the season's tax preparation to a white-label team of 3 tax preparers and 1 review lead.
The team turned around 600 returns in 12 weeks, and every one went out on time. The partners got back 25+ hours a week.
They matched our pace from day one. Returns came back clean, organized, and ready for review. It felt like we'd doubled our team overnight.
This engagement was run by Accountably, the company that operates OffshoreAccounting.com.
