Breaking the Turnover Trap:
A Boutique Tax Firm's Global Solution
Precision Tax is an Idaho-based tax compliance support and representation services firm that helps individuals resolve their IRS issues. Struggling with persistent turnover and a shortage of qualified local talent, the firm partnered with TOA Global to build capacity. Read their story here.
Returns Per Month
Increase in Productivity
Preparer-workload ratio
The Challenge
When Good People Keep Leaving
In recent years, particularly during the pandemic, Precision Tax struggled hiring qualified talent to address high turnover rates. New hires would join their team, receive extensive training, only to leave for major firms offering salaries a boutique practice couldn’t match.
As they watched colleagues leave, remaining team members absorbed additional workloads. Not even offers of overtime, compensatory time, and bonuses could resolve the mental strain mounting with each departure.
The Solution
Outsourcing with a Trusted Provider
Relief came through Precision Tax’s consulting group network. Fellow members had already partnered with offshore talent provider TOA Global, and they all reported retention rates of 3 to 4 years from their offshore accounting team.
Precision Tax made the same call.
The People Investment
The firm started with one offshore team member, quickly realising that remote onboarding and training demanded 50% more time commitment than traditional in-person approaches.
Rather than a setback, Precision Tax viewed it as an investment in human capital. They understood that the quality of their investment in people would determine the quality of returns they’d see in productivity and loyalty. Since then, they’ve developed dedicated training modules to integrate and maximise the potential of their global members.
The Results
Setting Gold Standards with TOA Global
Today, Precision Tax employs a dozen offshore team members, with two to three dedicated to a tax preparer. One offshore member has already advanced to being a team leader. But the real eye-opener came during the 2025 tax season.
Historically, onshore preparers would complete 60 to 70 returns in a busy month. This year, one averaged 200 results in a month, thanks to the support of her TOA Global colleagues, setting what Precision Tax now calls its “gold standard.”
The Bigger Picture
Precision Tax plans to expand their global workforce to 25 by the end of 2025. But beyond headcount, they see a future where their practice operates around the clock. Through offshoring gains, they imagine offering local team members four-day workweeks with five-day compensation.
Most ambitiously, they envision a workforce where the majority of team members are global, supported by a highly engaged local core. It’s a radical reimagining of what a boutique practice can become.
Scale your firm with offshore talent that lasts. Start with TOA Global.
