Case Study: Leading CPA Firm achieves cost-efficient, accurate US expat tax return processing with Datamatics

Tax Return Preparation Services for a leading CPA Firm in UK

Leading CPA Firm, a leading independent Chartered Accountant firm with multiple offices in London and the home counties, needed cost‑efficient, accurate preparation of US individual expatriate income tax returns (OVDI) for up to eight prior years while navigating US and UK tax laws and resolving queries before IRS submission. They engaged Datamatics for Tax Return Preparation Services, leveraging Datamatics’ eTM (e‑Tax Manager) workflow and ProSystem conversion tools to manage volumes and compliance.

Datamatics deployed a dedicated US/UK tax workforce, project coordinator and quality team, implemented end‑to‑end workflow and document management (TokOpen/Ozone), and converted returns into ProSystem, delivering bookmarked PDFs, reconciliation workpapers and reviewed returns. As a result, Datamatics reduced turnaround time, improved accuracy and efficiency, enabled simultaneous US/UK processing, lowered operating costs through automation and provided 24x7 support — helping the Leading CPA Firm meet its targets.