No More Bottlenecks: How we helped a CPA Firm Win Tax Season

Client Challenges

The firm grappled with high-volume tax season spikes, constrained internal capacity, and strict IRS deadlines. Operational bottlenecks emerged from documentation gaps, follow-ups, and the need for error-free filings across a diverse client base. Key challenges included:

• Managing high volumes of tax returns within tight timelines
• Chasing incomplete documentation from clients
• Limited staff bandwidth without room for quality compromise

Our Solution

ATT introduced a structured, tech-enabled solution tailored for peak-season agility. With domain-specific tax professionals, efficient workflows, and strict quality controls, we ensured delivery with speed and precision. Our scope included:

• Individual Tax Returns: Prepared for HNWIs and self-employed professionals
• Business Tax Returns: Comprehensive filings for small enterprises
• Work Papers: Well-documented support for transparency and audit readiness

How We Executed:

• Tools Used: Worked on Lacerte via client workstation, adhering to strict security protocols
• Dedicated Team: Senior tax associates with a single-point supervisor for communication and review
• Workflow Optimization:
  • Verified documentation via emails, system notes, and client portals
  • Compared year-over-year data to flag inconsistencies
  • Sent follow-up requests for missing information
  • Maintained daily status reports to keep the client updated

Impact Delivered

Our strategic execution model enabled the client to improve turnaround, accuracy, and scalability — all while maintaining compliance and reducing internal pressure. Outcomes included:

• 1,800+ tax returns processed within the season
• 30% faster turnaround, with 100% on-time filing
• 99.7% accuracy rate, minimizing revisions
• 20% increase in client retention due to better service delivery
• A scalable operational framework ready for future growth