Our Latest Customer Stories

Rivet Advisors, a boutique San Diego-based tax firm, specializes in complex individual and business returns for high-net-worth clients, many of whom are retired, actively invested, or involved in multiple partnerships. For the 2024 season, with just two tax professionals and no administrative staff, they faced a daunting task: managing high-stakes returns under tight deadlines without burning out or compromising quality.

P&T runs a lean operation with just 3 full time tax professionals on staff, but the 2023 season had pushed them to the brink. Each team member averaged  3-5 returns per day, spending 10–12 hours daily to meet deadlines.