Scaling a US Tax Firm from 300 to 800 Clients in One Season

Miller Tax Services faced an unprecedented challenge: they acquired two smaller firms and needed to serve 800 clients during tax season with a team sized for 300. Instead of rushing to hire and train new staff, they partnered with our offshore tax preparation team. Our specialists handled 500+ tax returns, maintaining 99.8% accuracy while meeting all deadlines. The firm's managing partner reported zero client complaints about service quality and successfully retained 94% of the new clients post-season.