Use Cases: Midmarket Firms

Learn how midmarket tax firms (10-50 professionals) use Brevitax to scale their IRS resolution practice, improve efficiency, and deliver consistent results across multiple offices.

Case Study: Regional Tax Firm (25 Professionals)

The Solution

• Implemented standardized workflows across all offices
• Created specialized IRS resolution team of 8 professionals
• Used Brevitax's enterprise features for case management
• Established quality control and review processes

Results After 18 Months

• Revenue Growth: $2.1M increase in annual revenue
• Case Volume: 300% increase in resolution cases
• Success Rate: 92% successful case resolution
• Efficiency Gains: 40% reduction in average case time

Case Study: Multi-Office CPA Firm (40 Professionals)

The Solution

• Established dedicated resolution division with 12 specialists
• Integrated Brevitax with existing practice management system
• Developed internal referral system from tax prep clients
• Created performance metrics and reporting dashboards

Results After 24 Months

• New Division Revenue: $1.8M annual revenue
• Cross-Selling Success: 35% of tax clients used resolution services
• Staff Utilization: 95% billable hour utilization
• Client Retention: 98% client retention rate

Midmarket Implementation Strategies

Centralized vs. Distributed Model

Centralized Model

• Structure: Dedicated resolution team at headquarters
• Benefits: Specialized expertise, consistent quality
• Best For: Firms with strong central operations
• Considerations: May reduce local office autonomy

Distributed Model

• Structure: Resolution specialists in each office
• Benefits: Local client relationships, faster response
• Best For: Firms with strong regional presence
• Considerations: Requires more training and oversight

Hybrid Approach

• Core team at headquarters for complex cases
• Local specialists for routine matters
• Standardized processes across all locations
• Regular training and knowledge sharing

Technology Integration

Practice Management Integration

• Client Data Sync: Seamless data flow between systems
• Billing Integration: Automated time tracking and billing
• Document Management: Centralized document repository
• Reporting: Consolidated performance reporting

Workflow Automation

• Automated case assignment based on complexity
• Standardized document generation and filing
• Automated client communication and updates
• Quality control checkpoints and reviews

Scaling Considerations

Staffing Strategy

• Hiring: Mix of experienced and junior professionals
• Training: Comprehensive onboarding and ongoing education
• Specialization: Develop expertise in specific resolution areas
• Career Paths: Clear advancement opportunities

Quality Management

• Standardized procedures and checklists
• Regular case reviews and quality audits
• Client feedback collection and analysis
• Continuous process improvement initiatives

Performance Metrics

Financial Metrics

• Revenue per Professional: $180K-$250K annually
• Profit Margin: 35-45% on resolution services
• Realization Rate: 90-95% of billable hours collected
• Average Case Value: $3,500-$6,500 per case

Operational Metrics

• Case Success Rate: 85-95% successful resolutions
• Average Case Duration: 3-6 months
• Client Satisfaction: 95%+ satisfaction scores
• Staff Utilization: 85-95% billable hours

Marketing and Business Development

Internal Marketing

• Cross-selling to existing tax preparation clients
• Referrals from other service lines
• Internal education about resolution services
• Incentive programs for referrals

External Marketing

• Professional networking and speaking engagements
• Content marketing and thought leadership
• Referral partnerships with attorneys and financial advisors
• Digital marketing and SEO optimization

Risk Management

Professional Liability

• Adequate professional liability insurance coverage
• Clear engagement letters and scope definitions
• Regular training on professional standards
• Documentation and file management protocols

Quality Control

• Peer review processes for complex cases
• Regular case file audits
• Client communication standards
• Continuing education requirements