Free Tool · CPA / Accounting
Tax Season Capacity Planner
How many more returns could you handle next season?
7-minute calculator · No credit card · Results emailed to you
Tax Season Capacity Calculator for CPA Firms
Tell us how last tax season ran. We’ll show you a preview; your full report unlocks after you enter your email.
How many returns did your firm process last season?
300 returns
How many preparers on staff (CPAs + tax preparers)?
3 preparers
Average hours per return (weighted across 1040s, business returns, complex returns)
6 hrs / return
Total hours/week your firm spends on admin during peak (data entry, doc chasing, review, e-filing)
40 hrs / week
Primary tax software
Average overtime hours per preparer per week during peak
20 hrs / week
Returns you turned away or had to delay last season
30 returns
Average fee per return (blended)
$600 per return
How do clients send you documents today?
How did your team feel after last tax season?
Preview
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