Our Services
Find the $100K hiding in your tax team's manual processes.
We combine deep tax domain expertise with AI and automation knowledge to transform how your team works.
Flagship Engagement
Tax Workflow AI Audit
A focused, two-week diagnostic that maps your tax workflows, identifies automation opportunities, and delivers a prioritized roadmap with clear ROI projections.
Who This Is For
Mid-Market Accounting Firms
Firms with 50–500 employees looking to scale without proportionally scaling headcount.
Corporate Tax Departments
In-house teams managing complex compliance workloads across multiple jurisdictions.
Underutilized Tech Stacks
Organizations that have invested in tax software but aren't seeing the full return.
What You Receive
Current State Assessment
End-to-end mapping of your existing tax workflows, systems, and team processes to establish a clear baseline.
Automation Opportunity Map
Every automation opportunity ranked by implementation feasibility, potential time savings, and projected ROI.
Tool Recommendations
Curated recommendations across leading tax AI platforms, emerging tools, and custom solution opportunities tailored to your stack.
Implementation Roadmap
A phased plan with realistic timelines, cost estimates, and projected savings — ready to execute on day one.
Executive Summary
A board-ready presentation with a clear business case, ROI projections, and strategic recommendations.
Engagement Timeline
- •Stakeholder interviews & workflow observation
- •Systems and tools inventory
- •Pain point and bottleneck identification
- •Automation opportunity analysis
- •ROI modeling and prioritization
- •Final deliverables and 60-minute executive presentation
Engagement concludes with a 60-minute executive presentation and Q&A session.
Beyond the Audit
Once we've identified the opportunities, we can help you act on them.
Tax AI Implementation
We build and deploy the automation recommended in your audit — from tool integration to custom workflow development.
Starting at $50K
AI Operations Retainer
Ongoing optimization, monitoring, and support to ensure your AI tools continue delivering results as your needs evolve.
Starting at $8K/month
Custom Tax Tool Development
Bespoke software solutions for unique tax workflows that off-the-shelf tools can't address.
Let's talk
Ready to Get Started?
Let's discuss how the Tax Workflow AI Audit can uncover savings and efficiencies your team didn't know were possible.
Schedule a Conversation