Our Story
Hi, I’m Pat Roberts, CPA and Founder of TaxExact. Like you, I struggled with a bottleneck at the review level in my CPA firm. Not only was it preventing me from focusing my time on what was really important to my clients, it also didn’t contribute to a healthy work/life balance during tax season.
I had to find a way to independently verify the outputs of the tax software in order to expose “the landmines” vs. taking unnecessary time to double check numbers that were already right.
Putting joy back into the 1040 return purpose
And, it’s no secret that the talent pool is shrinking. So, I set out on a mission to put the joy back into why we do 1040 returns for clients in the first place- to help them capitalize on the best tax strategy for their personal situation. I did this by equipping my team with a tool that would empower them to uncover errors early, ensure no source document gets overlooked, and most importantly…review the return with the client in a collaborative deliverable.
A standardized quality control process
Since then, TaxExact very quickly became a revolutionary concept that inspired our entire quality control process and our workflow. It has since single-handedly saved our firm tens of thousands of dollars in mistakes. In fact, over the last 8 years, my firm has yet to receive a single IRS notice due to an error made during the tax preparation process.
The best part? Final review time has been reduced to minutes per return, allowing my final reviewers to spend less time away from their families and personal priorities during tax season. And, with my own review time reduced to minutes, I’ve been able to focus on growing the advisory and consulting services I had envisioned when I started the firm.