The challenge
Martinez Tax Advisory handles complex returns for high-net-worth clients. They needed the speed of AI but couldn't risk errors on 7-figure clients. Traditional outsourcing was too slow and still required their own review.
The Tax Automate workflow
They use TaxAutomate's outsourced tax prep ($50 for complex returns) with the human CPA review add-on (+$25). AI handles the data entry and calculations, then a CPA reviews before delivery. Best of both worlds.
The reported outcome
Results after 3 months. These results describe this customer's experience and starting conditions; outcomes vary by firm, workflow, return complexity, document quality, configuration, and professional-review requirements.