Transform your tax practice with expert support
Deliver exceptional tax advisory and compliance services at a fraction of the cost. Instead Teams provides experienced tax professionals who work as genuine extensions of your firm.
The challenge facing your firm
Finding qualified tax professionals has become nearly impossible. Your best people work seventy, eighty hour weeks during peak season, and still you turn away clients. The math is brutal.
Months to hire one qualified professional
Annual cost per local CPA or EA hire
Meet Instead Teams
Instead Teams provides experienced tax professionals who work as genuine extensions of your practice. They overlap with U.S. business hours, understand your workflows, and deliver the quality your clients expect.
Tax strategies mastered by every team member
Of our team comes from Thomson Reuters divisions
What we deliver
Two core services built for your practice
Tax advisory and strategic planning
Year-end reviews across your entire client base, comprehensive planning using entity structures, retirement strategies, equipment purchases, cost segregation, and detailed analysis with IRS citations. We prepare professional deliverables and support client communication.
Tax compliance and preparation
Expert preparation of 1040, 1120, 1120S, 1065, and 1041 returns with complex schedules, multi-state filings, and built-in quality review. We integrate with your practice management systems and handle extensions, amendments, and notices year-round.
Exceptional quality guaranteed
Every professional on our team meets rigorous standards. We hire only credentialed candidates, train them comprehensively on our methodology, and review every deliverable before it reaches your clients.
Credentialed
EA and CPA candidates or holders only, trained on U.S. tax software
Strategic
Thinking beyond data entry, manager review on every engagement
Transform your practice with measurable results
Instead Teams removes the friction from scaling your firm. You gain capacity without the hiring burden, cut costs while maintaining excellence, and finally have time for the advisory work that builds real client relationships.
Expand capacity without hiring
Take on more clients immediately, no six-month hiring timelines or onboarding delays.
Increase profitability substantially
Reduce labor costs by sixty to seventy percent compared to local hires while maintaining quality standards.
Deliver proactive advisory services
Move beyond compliance to strategic planning that strengthens client relationships and justifies premium fees.
We understand your practice inside out
You tell us about your firm, your clients, your workflows, and where you need help most. We listen carefully and ask the right questions to build the right team for you.
We match professionals suited to your needs
Instead Teams assigns experienced professionals whose skills and experience align with your practice. You meet them, ask questions, and approve the fit before anything begins.
Your team becomes our team immediately
We connect with your systems, learn your processes, and integrate into your workflows. Within days, they work like they've always been part of your firm.
Expand your capacity whenever you need it
As your practice grows, add more professionals to your Instead Teams roster. Scale up during peak season, scale back when needed. You control the pace.
"Instead Teams transformed how we handle peak season. We went from turning away clients to taking on thirty percent more business without burning out our staff."
"The quality is indistinguishable from our local team. They understand our clients, they understand the work, and they deliver like they've been here for years."
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