The challenge
Michael Roberts, an Enrolled Agent with 400+ clients, was spending $40,000+ per season on traditional outsourcing. At $100+ per return with slow turnaround, he couldn't scale profitably. He needed a cheaper, faster solution.
The Tax Automate workflow
Michael switched to TaxAutomate's outsourced tax prep. Simple returns cost just $25, complex returns $50. He adds human CPA review (+$10-25) for high-net-worth clients. Returns come back in 5 minutes instead of 3 days.
The reported outcome
Results after 6 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.