A specialized CPA firm serving business owners and high-net-worth individuals was handling a growing number of multi-state tax returns.

A mid-sized U.S. tax practice experiencing rapid growth needed additional capacity but faced challenges hiring qualified local staff.

A growing U.S. CPA firm with approximately 120 small business clients was struggling with bookkeeping backlogs due to staff shortages and increasing client demand.

A boutique U.S. tax practice preparing approximately 150–200 individual tax returns annually was seeking offshore tax preparation support during the 2025 tax season. The firm’s primary goal was to manage seasonal workload efficiently while maintaining high-quality client service.