Tax Season Creates a Scheduling Nightmare
Between January and April, every CPA and tax preparer in America is at capacity. Finding one who is accepting new clients, offers the services you need, and has availability before your filing deadline requires calling multiple firms — each busy with their own overloaded phone lines.
For people with complex tax situations (freelance income, rental properties, investments, multi-state filing), finding the right preparer is even harder. You need someone with specific expertise, not just availability. This means calling 5 to 10 firms, describing your tax situation to each, and comparing their experience and pricing.
The phone calls pile up quickly: initial inquiry, document drop-off scheduling, follow-up questions, amendment discussions. Each CPA has their own preferred communication method and schedule, making the coordination feel like a tax on top of your taxes.
How KallyAI Finds Tax Preparers
Describe Your Tax Situation
Tell KallyAI about your filing needs: individual or business, income sources, complexity level, and any specific expertise needed.
Provide Firms to Contact
Give KallyAI a list of CPAs or tax prep firms, or describe your location and needs.
KallyAI Contacts Each Firm
KallyAI calls to ask about availability, pricing, expertise, and what documents you will need.
Presents Your Options
You receive a comparison with pricing, availability, specialties, and what each firm needs from you to get started.
Real Example: Finding a CPA for Freelance Taxes
"Call these 4 CPA firms and ask about tax preparation for a freelancer with 1099 income, home office deduction, and estimated quarterly payments. I need someone experienced with self-employment tax. Ask about pricing and earliest availability."
- Call each of 4 CPA firms
- Describe freelance tax situation
- Ask about self-employment tax expertise
- Get pricing for the described situation
- Check earliest available appointment
Firm 1: $350, available March 5, specializes in freelancers. Firm 2: $275, available March 12, general practice. Firm 3: Not accepting new clients this season. Firm 4: $400, available February 28, extensive self-employment experience, includes quarterly estimate setup.
Finding a Tax Preparer: Manual vs. KallyAI
- Research CPA firms online
- Call during their busy season
- Wait on hold or leave voicemails
- Describe your tax situation repeatedly
- Ask about pricing and availability
- Compare options
- Book with the best fit
- Most firms not accepting new clients
- Repeated explanations of your tax situation
- Unclear pricing until they see your documents
- Time-sensitive deadline pressure
- Describe your tax situation once
- Provide firm list
- KallyAI calls all of them
- Compare options and book
- Tax situation explained consistently
- Quickly identifies who has availability
- Pricing comparison before committing
- Meets your filing deadline
Frequently Asked Questions
When should I start looking for a tax preparer?
January is ideal. By mid-February, most firms are at capacity. KallyAI can help you search early and secure an appointment before the rush.
Can KallyAI help with tax questions directly?
KallyAI is best at connecting you with professionals. For tax questions, it can call your CPA office to relay questions and bring back answers.
What information should I provide for the best results?
Income types (W-2, 1099, investments), special situations (self-employment, rental property, multi-state), and any specific needs (amended returns, audit support).
Can KallyAI schedule document drop-off appointments?
Yes. Once you choose a preparer, KallyAI can call to schedule document drop-off, ask about their document checklist, and confirm appointment details.