CPA Firm Virtual Assistant: Tax Season Capacity Without the Overhead
CPA firms need seasonal capacity that doesn't sit idle during off-season — and year-round administrative support that lets CPAs focus on advisory work. A CPA firm VA provides both: tax season preparation support and ongoing operational assistance.
Key Data: CPA firms using VA support during tax season process 35% more returns per preparer (AICPA 2025). A firm preparing 500 returns at $500 average fee can serve 175 additional clients = $87,500 in seasonal revenue. The VA costs $18,000-$24,000/year — ROI: 3-4x from tax season alone.
Key Areas
- Tax season — data entry, document organization, return preparation, and e-filing management
- Client management — scheduling, reminders, document requests, and status updates
- Bookkeeping services — providing monthly bookkeeping for firm clients as a revenue-generating service
- Payroll processing — preparing client payroll, tax deposits, and quarterly filings
- Administrative — managing firm workflow, tracking deadlines, and maintaining client engagement files
- Marketing — client newsletters, referral programs, and social media management
For related resources, explore offshore marketing solutions for marketing agency, offshore admin solutions for saas, how a dedicated agency VA can transform your operations, offshore admin solutions for accounting, how a dedicated telehealth support VA can transform your operations.
Getting Started
ShoreAgents connects you with dedicated Filipino professionals at 70-80% lower cost than local hires. Start within 2 weeks. Explore virtual assistants and outsourcing from ShoreAgents.