Who this is for
Independent tax offices with 1 to 5 preparers and at least a few hundred past clients who have not heard from you since April.
The problem
- You have hundreds of past clients and no clean list of who filed, who extended, and who disappeared.
- Extension clients will wait until October 14 unless someone reminds them.
- Returning clients book with whoever contacts them first.
- You know you should do this. You will not have time in December.
What you get
- Your e-file records reconciled against your contact list
- Every client tagged: filed, extension, or needs-your-review
- An exceptions list so nothing gets guessed
- Three campaign drafts: extension deadline, returning-client rebooking, refund advance season
- A 45-minute walkthrough of your finished database
Proof, not promises: in our reference practice, a CPA firm 23 years in, we reconciled 277 taxpayers from a live e-file export and applied 190 database updates with zero errors. Anything uncertain went to the owner as an exceptions list instead of being guessed.
Flat fee: $2,500 · Done in 7 business days
Why now
Extension deadline is October 15. Fall rebooking starts in September. If your list is not clean by Labor Day, this becomes a January scramble again.
What happens on the call
15 minutes. We look at how many past clients you have, what software you run, and whether this is worth $2,500 to your office. If it is not a fit, we tell you on the call.
Common questions
"I don't have time."
You need about one hour total. We do the rest.
"What if my data is a mess?"
That is the point. Messy data goes on the exceptions list for your review. We never guess.
"Will you send things to my clients?"
Nothing sends without your written approval. You see every message first.
"Does this replace my tax software?"
No. You keep MyTaxPrepOffice or whatever you run. We organize everything around it.
Book your 15-minute fit call
Got it.
We will reach out within one business day to schedule your 15-minute fit call.