Roman Services Practice modernization

Case studies

How real firms got the workflow they wanted.

New case studies post as engagements complete. The first one is R Tax Services itself: how we run our own practice, and the system you can have too.

R Tax Services

From a $55-per-return 1040 mill to a systems-first modern firm in three years

How Jeremy inherited a 40-year family tax practice doing 2,500 returns at $55 each and rebuilt it into a tiered, systems-first firm with a smaller client base and better margins. The same playbook we apply at Roman Services engagements.

Read the case study →