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.
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 join their team. To address their staffing needs, SFBG partnered with Taxfyle and was assigned a qualified CPA with experience filing taxes in their state.
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.