Taxfyle case studies

Success stories

Discover how firms of all sizes rely on Taxfyle to take the busy out of tax season.

Mueller Pye case study cover illustration

Featured case study

Taxfyle drives 21% increased efficiency

Mueller Pye partnered with Taxfyle during tax season to alleviate their excess workload and reduce operating expenses. Through Taxfyle's customized workspace and a nationwide network of CPAs and EAs, Mueller Pye reduced their time spent completing returns.

“I’ve been in accounting for my whole life. I think two or three years ago when we started [working] with Taxfyle, it was the first time I’ve been able to spend part of spring break with my son.”
Melissa Cain
Manager at Mueller Pye

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Tolbert, CPA

Helping Tolbert, CPA focus on high-value client relationships

Taxfyle enabled Tolbert, CPA to offload tax returns and prioritize high-value client relationships. The San Antonio-based firm manages 70 clients, specializing in working with businesses.

“Anything I didn't have to pay attention to, I could give to them. It was wonderful. I could focus on those things that make the relationship more valuable to the client.”
Sherry Tolbert
Owner of Tolbert, CPA

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Snortland, Fernandez, Brown, & Gruver

Taxfyle simplifies tax return turnaround for SFBG

SFBG faced staffing challenges during tax season, resulting in bottlenecks and a slowed-down tax return review and preparation process. When they lost one of their partners, the firm struggled to find quality CPAs. To address their staffing needs, SFBG partnered with Taxfyle and was assigned a qualified CPA with experience filing taxes in their state.

“With having [Taxfyle] do it, it made mine and Rich's job more efficient because we could actually skip one of the steps.”
Patricia Gruver
Partner at SFBG

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Dallas firm

A Dallas firm saved time after partnering with Taxfyle

A regional firm providing tax, accounting, and audit services faced capacity issues resulting in long working hours and high stress during tax season. To alleviate the workload and ensure efficient service during tax season, they partnered with Taxfyle.

“We saw right away the turnaround time increasing on getting tax returns prepared. It’s much quicker.”
Tax partner
at Dallas firm

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