1040 Tax Return Workflow for High-Volume Tax Returns
Tax firms seeking growth often shy away from 1040 orphans due to their low margins and time commitment. However, with the right 1040 tax return workflow, these returns can become a significant revenue stream.
In this blog, I’ll outline the exact workflow that will minimize the involvement of onshore tax staff, allowing tax firm owners to process 1000+ returns without a major time investment efficiently.
Credfino helped a tax firm ramp up from 300 to 1,000+ 1040 tax returns this year. Want to set up your own 1040 shop? Schedule a call to see how we can help.