STG

Turning Tax Expertise Into Scalable Software

Sponsor

Specialty Tax Group

About the client

We helped Specialty Tax Group automate their Cost Segregation and Georgia Retraining Tax Credit services with a custom Ruby on Rails platform and tax formula engine.

Faster project completion by

50%

Infrastructure built to scale

UX + UI Design
Front and Backend Development
Product Support
Business Consulting

CHALLENGE

Specialty Tax Group’s experts relied on spreadsheets to manage complex tax calculations and reports. As their client base grew, those tools couldn’t keep up. They needed a single, compliant system to automate workflows and ensure accuracy.

“We were a growing services company held back by spreadsheets and evolving regulations — we simply needed something to change the trajectory of the business.”

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CHALLENGE

Specialty Tax Group’s experts relied on spreadsheets to manage complex tax calculations and reports. As their client base grew, those tools couldn’t keep up. They needed a single, compliant system to automate workflows and ensure accuracy.

“We were a growing services company held back by spreadsheets and evolving regulations — we simply needed something to change the trajectory of the business.”

‍

APPROACH

We partnered with the Specialty Tax Group team to turn their manual processes into software. Built on Ruby on Rails, the new system features a custom tax formula engine that handles Cost Segregation and Retraining Credit logic automatically.

Key Focus Areas

  • Map workflows and identify automation opportunities
  • Design for how tax engineers already work
  • Build for speed, security, and audit readiness

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SOLUTION

A single platform now manages both service lines — automating data intake, tax calculations, and client reports.

Highlights

  • Dynamic tax formula engine
  • Role-based dashboards
  • Automated report generation
  • Centralized, audit-ready data

SOLUTION

A single platform now manages both service lines — automating data intake, tax calculations, and client reports.

Highlights

  • Dynamic tax formula engine
  • Role-based dashboards
  • Automated report generation
  • Centralized, audit-ready data
Fewer

calculation errors

Instant

audit readiness

Faster

employee onboarding

"It was easy to work with Firm Studio — their engineers and designers made our ideas come to life and beyond. We brought the tax expertise, they brought the product thinking."

— John Hanning, Founder

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