TAG handles accounting, tax, and compliance for U.S. CPA firms. The work is AI-assisted and human-reviewed, built to the standards your clients expect, with the time-zone overlap and QA discipline you'd run in your own office, at a fraction of the cost.
The Challenge
Good staff are expensive, scarce, and take months to train. The talent market isn't going to fix itself before your next busy season.
But your team's bandwidth does. Every engagement season, something has to give. Usually it's quality, turnaround, or your own sanity.
And you don't have the time or the team to figure out how to use it, while everyone around you is talking about little else.
They want advisory, reporting, and insight while you're still trying to close the books. The gap between what they want and what you can deliver gets wider every year.
Run The Numbers
Cost reduction is the easy part of the story. The bigger number is the advisory revenue your senior people unlock once they're off prep and bookkeeping. Most U.S. CPA firms see 50 to 65% cost savings, plus meaningful new advisory billings, inside twelve months. Move the sliders to model your firm.
The AI Advantage
It compresses everything around the work, from research and drafting to reconciliation and document review, so your people have the time to spend on judgment, advisory, and the client relationship itself.
Document ingestion, source-document tagging, first-pass workpaper drafts, anomaly detection in reconciliations, draft memos for review. Every output is reviewed by a qualified accountant before it leaves the firm.
Human-in-the-LoopEach client firm runs in a dedicated tenant. We don't train on your data. Workflow is compliant with IRS Pub 4557 and the FTC Safeguards Rule, with U.S. data residency, encryption at rest and in transit, and MFA on every endpoint. Our custom private LLM stack runs inside our own perimeter, so client data never leaves it.
Enterprise-Grade StackSame-day acknowledgement. 48–72 hour bookkeeping cycles. 5–7 business day prep turnaround at peak. Most firms see capacity uplift of 30–40% in the first 90 days.
MeasurableYou can, and most firms try. The bottleneck is rarely the tool. It's the workflow design, the QA layer, the prompt engineering, and the change management around all of it. We've already done that work on live engagements.
Done For YouHow We Work
We map your engagement portfolio, current pain points, and what success looks like in 90 days. No commitment. We'll tell you honestly if we're not the right fit.
Pick a single engagement. We deliver it under your brand, your standards, and your review. You get to see how we actually work on quality, turnaround, and communication before you commit to any volume.
You get a named team, typically one senior, two or three staff, and one reviewer, who learn your workpapers, your tone, and your clients. Same people, every season, with direct Slack or Teams access.
SLAs tracked, quality scored, capacity rebalanced. We grow with your firm, adding pod members during peak and redeploying off-season. You hold the relationship; we hold the production.
Services
Monthly close, bank and credit card reconciliations, AR/AP, inventory, intercompany, delivered on QBO, Xero, or your client's existing stack. Workpapers tied out and reviewer-ready.
Federal and state returns prepped to reviewer-ready, returned in your firm's template. Individual, partnership, S-corp, C-corp. International forms where required.
Workpaper preparation, substantive testing, confirmation control, lead schedules, financial statement drafting. Your engagement, your sign-off, your file.
Capacity behind the scenes so your partners can lead the client conversation. Models, decks, analyses, built to your standards, branded as your firm.
Run the cycle, file the returns, pay the bills, manage the vendor master. Reduce your team's lowest-leverage hours so they can climb the value ladder.
Why TAG
TAG is run by working qualified accountants, not BPO operators. Every workflow, QA layer, and review checklist comes from production-firm experience and not a playbook bought off the shelf.
You get the same team, every engagement, every season. They learn your workpapers, your standards, your clients. Continuity that an offshore queue can never match.
Built for 2026, not retrofitted from 2014. Document AI, anomaly detection, and draft generation are embedded in delivery rather than bolted on after the fact. Your senior reviews; the AI prepares.
Your data sits inside a secure environment with per-client network isolation, zero-trust access, and 24/7 SOC monitoring. Our team works through locked-down virtual desktops. Encrypted AES-256 at rest, TLS 1.3 in transit, immutable backups. GLBA WISP in place, aligned with IRS Pub 4557 and the FTC Safeguards Rule.
From The Field
About TAG
Tulsa Advisory Group is a 100-strong, multi-locational delivery team, backed by a 1,100-person parent practice with twenty years on the ground.
We aren't a BPO. We're a practice. The same partners who built a successful advisory over twenty years built TAG to be the kind of partner we wished existed when we were on the other side of the relationship: reliable, accountable, and not just another vendor.
The result is a delivery practice that thinks the way your firm does, works to global standards, and uses AI the way it should be used: to make professionals more capable, not to replace them.
Frequently Asked
Get In Touch
A 30-minute call. We'll listen, we'll be honest about fit, and you'll leave with at least one idea you can actually use, whether you end up working with us or not.
We respond within one business day. No mass emails, no drip campaigns.
You'll hear from a partner, not an SDR, within one business day.