Handle Peak Tax Season Demand Without Hiring
Scale your capacity instantly with white-label tax preparation support. No recruiting, no training, no long-term commitments.
Stop turning away clients during your busiest months. Countsure provides dedicated tax professionals who work as an extension of your team – invisible to your clients, invaluable to your firm.
- Start within 72 hours
- Save 50-70% vs. hiring
- SOC 2 Type II Certified
Proven Results. Trusted by the Industry.
The Tax Season Capacity Crisis
Every tax season, you face the same impossible choice:
Turn away profitable clients
(and lose $25,000-$50,000+ in revenue per season)
Overwork your current team
(hello, 70-hour weeks and burnout)
Scramble to hire seasonal help
(3-8 weeks recruiting, then they quit mid-season)
The traditional staffing equation fails:
Seasonal CPA costs:
$21,000-$30,000+ for 3 months (salary + benefits + training + overhead)
Time to hire:
6-12 weeks (by the time they're productive, tax season is half over)
Post-April 15 utilization:
Zero (but they still expect to be paid)
The result? Limited growth, overwhelmed staff, and missed opportunities – year after year.
Your Tax Season Solution: Instant, Scalable Capacity
White-label tax preparation delivered by US GAAP-trained professionals. Start processing returns within 72 hours.
Immediate Capacity
Start within 72 hours – no recruiting, no training, no ramp-up time. Our team is ready when you are.
True White-Label
Flexible Scaling
Quality Controlled
Multi-level review process. US CPA oversight. You maintain final review and sign-off.
Cost Effective
Secure & Compliant
What We Prepare During Tax Season
Our professional approach delivers real value and security for your business:
Individual Returns:
- Personal tax returns (Form 1040)
- Multi-state filings
- Schedule C (business income)
- Investment income & capital gains
- Rental property income (Schedule E)
- All supporting schedules
Business Returns:
- Corporate returns (1120, 1120-S)
- Partnership returns (1065)
- Multi-member LLC returns
- Trust & estate returns (1041)
- Extension preparation
- Amended returns
You maintain complete control : We prepare, review and sign – exactly as you would with an in-house team member.
1-on-1 Discussion on Tax Preparation Support for CPA Firms.
How Countsure Compares to Traditional Hiring
| Comparison Factor | Hiring Seasonal CPA | Countsure |
|---|---|---|
|
Cost (3-month season) |
$25,000-$50,000+ |
$12,500-$25,000 (50-70% savings) |
|
Time to start |
6-12 weeks |
72 hours |
|
Training required |
20-40 hours |
None (already trained) |
|
Seasonal flexibility |
Limited (still need to pay) |
Complete (pay only for what you use) |
|
Quality assurance |
Your responsibility |
Multi-level review included |
|
Post-season obligation |
Awkward conversations |
None – scale to zero |
|
Risk of mid-season departure |
High (40% turnover) |
None (dedicated team) |
Get Started in 4 Simple Steps
01
Free Assessment
30-minute call to discuss your tax season volume, capacity needs, and goals.
Timeline: Day 1
02
Custom Proposal
Receive detailed pricing, estimated savings, and recommended service model.
Timeline: 2-3 days
03
Quick Onboarding
System access, security setup, workflow testing. We adapt to your software and processes.
Timeline: 3-5 days
04
Start Processing
Send us your first batch of returns. Receive drafts for your final review within agreed turnaround time.
Timeline: Week 1 complete
Most firms are processing returns with us within 7 days of initial contact.
Flexible Pricing to Fit Your Needs
No long-term contracts. Scale up or down as needed. Pay only for what you use.
| Pricing Model | Per-Return Pricing | Dedicated Tax Preparer | Overflow Support |
|---|---|---|---|
|
Best For |
Unpredictable volume or first-time outsourcing |
Firms needing consistent, predictable capacity |
Established firms needing backup during peak weeks |
|
What You Get |
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Pricing |
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Includes |
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Real Results from CPA Firms Like Yours
Managing Partner Regional Cpa Firm, 12 Staff Members
"Countsure allowed us to say 'yes' to clients we would have turned away. The quality was excellent, the turnaround was fast, and our staff were much happier. It's now a permanent part of our tax season strategy."
Results in Year 1:
✓ Accepted 18 new clients (previously declined)
✓ $27,000 additional revenue
✓ Staff hours reduced from 65 to 50/week
✓ $18,000 saved vs. hiring seasonal employees
✓ 16 of 18 became year-round clients
CPA Solo Practitioner, California
"I was on the verge of a burnout. Before partnering with Countsure, Countsure gave me my life back during tax season while actually allowing me to grow the practice. I went from 80-hour weeks to manageable 45-hour weeks."Results in Year 1:
✓ Work weeks: 80 hours → 45 hours
✓ Capacity increased: 150 → 240 returns
✓ $45,000 additional revenue
✓ Achieved work-life balance
✓ Time to develop advisory services
Ready to Expand Your Business to the USA?
Frequently Asked Questions (FAQs)
Ideally November-December for full onboarding before peak season. However, we can start processing returns within 72 hours even mid-season.
- 256-bit encryption for all transfers
- NDAs with every team member
- Role-based access controls
- Secure virtual desktop (no local storage)
We follow IRS data protection requirements and can provide security documentation for review.
Yes. We support all major platforms: Drake, Lacerte, ProSeries, UltraTax CS, ATX, TaxAct Professional, and CCH Axcess Tax.
Most never ask. If they do, many CPA firms are transparent about using specialized support staff. We provide communication scripts to help you discuss outsourcing confidently. Clients care about quality, security, and your involvement all unchanged.
Three options:
- Continue for extension season (common)
- Scale to zero until next tax season
- Transition to year-round services
No long-term contracts or off-season obligations.
