Lonestar Tax Partners

Plano, TX · lonestartaxpartners.com · onboarded Jan 20, 2026 · day 208

Tax Prep Ops Health Score

Out of 100 · "Strong"

▲ +13 since onboarding

This Month at a Glance

APPOINTMENTS BOOKED

166

▲ +38 MoM

RETURNS FILED

512

this season

AVG TURNAROUND

2.1 days

▼ from 6 days

REFERRALS

▲ +11

REPEAT CLIENTS

81%

▲ +6 pts

REVENUE

$52.3k

▲ +$8.9k

Appointments & returns filed · last 6 months

AppointmentsReturns (scaled)

MarAprMayJunJulAug

What the system did for you

Live activity log

Today

•

Appointment booked online for a business returndocument checklist sent automatically

Booking

•

Return status update sent to 14 clientsreduced 'is it done yet' calls to near zero

Update

Yesterday

•

Referral converted to a new client bookingreward credit issued automatically

Referral

Today's appointments

Client	Type	Time
Whitfield LLC	Business return	10:00a
R. Cole	Individual	1:00p
+ 5 more	—	today

Monthly Report & Strategy

Turnaround dropped from 6 days to 2.1, and 81% of clients are repeat filers — referrals are up 11 as word of mouth compounds.

Add to Your Subscription

Clients keep coming back and referring — make next year's booking effortless. Add Seasonal Reminder Engine for tax-season reminders.

Nouman Sadiq · Systems on Autopilot · nouman@noumansadiq.com · +1 (929) 939-4060
This is a live, view-only client dashboard. Updates automatically as work happens. · Demo mockup with placeholder data.