Case Study: a Texas-based accounting firm increases peak-season capacity with Ascendum Solutions

Texas-Based Accounting Firm boosts tax return turnaround 35%+ with Ascendum Solutions

A Texas-based accounting firm faced challenges scaling its business due to the high cost of hiring and retaining onshore tax preparers. This resulted in serious capacity limitations, extended turnaround times for tax returns, and an increased workload for its senior CPAs during the busy season. The firm engaged Ascendum Solutions for its accounting process outsourcing services to address these issues.

Ascendum Solutions deployed two dedicated offshore tax professionals and trained them on the firm's specific workflows. They implemented standardized processes with layered quality reviews and enabled seamless coordination with onshore CPAs. This solution delivered approximately $80,000 in annual savings, maintained 98% preparation accuracy, and improved turnaround time by 35%. The Ascendum team handled 450-500 individual and 120-150 business tax returns annually.