Marcel van Gemert

America’s CPA, a small professional tax preparation practice, found a way to increase capacity, reduce costs, and position itself for nonprofit focused expansion by switching from an on-premise software provider and 3rd party hosting, to a native cloud-based solution with CCH Axcess™ Tax Essentials. America’s CPA, a small tax preparation practice in Virginia led by owner Brad Jacobs, CPA, processes roughly 650 returns annually with just one full time employee and one seasonal worker.

Switching to a different professional tax software can seem intimidating for small firm business owners and CPAs. The benefits however might strongly outweigh the cons. Other fellow small tax firms have made changes for several reasons, which include a need for modern tools to boost efficiency, reduce overhead, or deliver confident tax compliance in an everchanging tax landscape for complex client needs. For Tchalikian, CPA., Inc., it was a combination of all the above.

Over the past five years, there has been a significant increase in the number and severity of natural disasters in the U.S. In 2023 alone, 28 natural disasters caused over $1 billion in damage (the so-called “billion-dollar disasters), surpassing the previous record of 22 in 2020 (climate.gov).