Use Cases: Small Firms

Discover how small tax firms and solo practitioners leverage Brevitax to expand their IRS resolution services, increase revenue, and better serve their clients.

Case Study: Solo CPA Practice

The Solution

• Used Brevitax's guided workflows for offer in compromise applications
• Accessed comprehensive training materials and best practices
• Leveraged automated document generation and filing
• Utilized case management tools for efficient client communication

Results After 6 Months

• Revenue Model: Charge clients $30-500/month for platform access
• Low Operating Costs: Platform costs less than $6 per taxpayer
• High Profit Margins: Significant revenue potential with minimal overhead
• Scalable Business: Add clients without proportional cost increases

Case Study: Small Tax Firm (3 Partners)

The Solution

• Implemented Brevitax across all three partners
• Specialized each partner in different resolution areas
• Used marketing tools to promote new services
• Integrated with existing practice management software

Results After 12 Months

• Year-Round Revenue: Consistent income outside tax season
• Staff Utilization: 90% staff utilization year-round
• Client Base Growth: 60% increase in active clients
• Referral Network: Strong referral relationships with attorneys

Common Small Firm Scenarios

Scenario 1: Expanding Service Offerings

Situation: Established firm wants to add IRS resolution services

• Start with training and certification programs
• Begin with simpler cases (installment agreements)
• Gradually expand to complex cases (offers in compromise)
• Market new services to existing client base

Scenario 2: Seasonal Revenue Smoothing

Situation: Firm experiences significant revenue fluctuations

• Use IRS resolution services for year-round revenue
• Cross-sell resolution services during tax preparation
• Develop retainer-based service models
• Build recurring revenue streams

Scenario 3: Competitive Differentiation

Situation: Firm needs to stand out in crowded market

• Become the local IRS resolution specialist
• Develop expertise in specific industries
• Offer comprehensive tax problem solutions
• Build reputation as problem solvers

Implementation Strategies

Phase 1: Foundation (Months 1-2)

• Complete Brevitax onboarding and training
• Set up systems and workflows
• Identify target client segments
• Develop service pricing structure

Phase 2: Launch (Months 3-4)

• Begin marketing new services
• Take on first resolution cases
• Refine processes based on experience
• Build case studies and testimonials

Phase 3: Growth (Months 5-12)

• Scale marketing efforts
• Expand service offerings
• Develop referral partnerships
• Consider additional staff or specialization

Key Success Factors

Training and Education

• Invest in comprehensive IRS resolution training
• Stay current with tax law changes
• Participate in continuing education programs
• Learn from experienced practitioners

Client Communication

• Set clear expectations from the start
• Provide regular case updates
• Educate clients about the process
• Maintain transparency about outcomes

Process Efficiency

• Standardize common procedures
• Use technology to automate routine tasks
• Develop templates and checklists
• Track key performance metrics

Financial Considerations

Revenue Potential

• Installment Agreements: $1,500-$3,500 per case
• Offers in Compromise: $3,500-$7,500 per case
• Penalty Abatement: $500-$1,500 per case
• Audit Representation: $150-$300 per hour

Investment Requirements

• Brevitax subscription: Starting at $199/month
• Training and certification: $2,000-$5,000
• Marketing and promotion: $1,000-$3,000
• Professional liability insurance: $500-$1,500 annually