The challenge
Chen & Associates was turning away clients every tax season. With 12 staff members already working 70+ hour weeks, hiring wasn't feasible — qualified CPAs were scarce and expensive. Traditional outsourcing cost $100+ per return with 3-day turnaround.
The Tax Automate workflow
They switched to TaxAutomate's outsourced tax prep service. For just $25 per simple return and $50 for complex returns, they uploaded client documents and received completed returns in 5 minutes. Staff shifted from data entry to review and client consultation.
The reported outcome
Results after first tax season. These results describe this customer's experience and starting conditions; outcomes vary by firm, workflow, return complexity, document quality, configuration, and professional-review requirements.