Building a Dedicated Offshore Tax Team for a Growing CPA Firm
Client Profile
A mid-sized U.S. tax practice experiencing rapid growth needed additional capacity but faced challenges hiring qualified local staff.
The Challenge
The firm was preparing more than 800 individual and business tax returns annually and struggled to recruit experienced tax professionals in its local market.
The partners needed:
- Additional tax preparation capacity.
- Consistent turnaround times.
- Lower operating costs.
- A scalable staffing model.
Our Solution
Athics Global established a dedicated offshore tax team that worked exclusively for the CPA firm.
The engagement included:
- Individual tax return preparation.
- Business return preparation.
- Workpaper preparation.
- Extension tracking.
- Tax organizer management.
- Workflow management support.
All returns were reviewed by the CPA firm’s U.S.-based managers before filing.
Results
- Increased processing capacity by over 60%.
- Reduced seasonal staffing pressure.
- Lowered production costs significantly compared to local hiring.
- Improved turnaround times during peak filing periods.
- Enabled partners to focus on business development and client relationships.
Key Takeaway
A dedicated offshore team provided the firm with predictable capacity, reduced hiring challenges, and supported continued growth without increasing overhead at the same pace.