Innovation Meets Tax Expertise
How Innovation and Deep Expertise Unlock Tax Savings for Clients
One of the most exciting parts of working in tax advisory today is the opportunity to blend domain knowledge with smarter tools. At R2 Advisors, we've always believed that delivering standout value to clients requires more than experience — it requires being forward-looking.
Recently, we partnered with Blue J to do just that. Together, we took a real client scenario and reimagined how tax research, scenario planning, and strategy delivery come together in harmony.
• Across our teams, we saw 6–8 hours of time savings per user each week, freeing us to dig deeper and deliver more value.
• Our non-billable research burden dropped by ~25%, which means more time billable to clients.
• Most critically, we helped secure $1.5–$2 million in tax savings annually for that client.
If you're curious about how we pulled this off (the platform, the methodology, the lessons), dive into the full case study:
Read the Full Case Study with Blue J
Recently, we partnered with Blue J to do just that. Together, we took a real client scenario and reimagined how tax research, scenario planning, and strategy delivery come together in harmony.
"These numbers don't just represent efficiency — they reflect a goal we chase relentlessly: maximizing client impact, not just checking boxes."
Here's what emerged:
• Across our teams, we saw 6–8 hours of time savings per user each week, freeing us to dig deeper and deliver more value.
• Our non-billable research burden dropped by ~25%, which means more time billable to clients.
• Most critically, we helped secure $1.5–$2 million in tax savings annually for that client.
If you're curious about how we pulled this off (the platform, the methodology, the lessons), dive into the full case study:
