Who Prepares Your Returns in the 2027 Busy Season?

Last March, how many hours did your managers spend preparing returns instead of reviewing them?

For most CPA firms, that number keeps rising. Experienced preparers are harder to hire, outsourcing costs climb as volume peaks, and the most complex returns slip into extension season. The capacity plan for 2027 gets set in the next few weeks, often by default.

Download Who Prepares Your Returns in the 2027 Busy Season?, a practical decision guide for CPA firm leaders who want to choose their capacity model deliberately.

This guide will help you:

• Pinpoint where busy season pressure is landing in your firm, and what it’s costing your review layer
• Compare in-house, traditional outsourcing and AI-powered managed preparation on cost, speed, review quality and management load
• Identify the model that fits your firm based on how your last season actually went
• Put your chosen model in place before client documents arrive, with a provider checklist and a planning timeline

The firms that handle 2027 well will have settled who prepares their returns before January. Use this guide to make that decision with your own numbers.