Enabling AI will reduce JCG’s turnaround time by more than 70%
CEDAR COUNTY, Mo. (August 7, 2025) — In anticipation of the 2026 tax season, JCG Tax Advisors (JCG) today announced the company-wide adoption of Filed, an AI‑powered tax preparation platform that gives tax professionals their time back. Every JCG tax advisor now has access to the platform’s advanced technology, empowering them to provide more accurate and efficient service to each client.
With more than 10 years in business and several locations across the region, the JCG team understands that every year, their staff are tasked with supporting clients through a high-stress, complex process with tight deadlines and low margin for error. To get this work done and do right by their clients, professionals have historically carried the burden of tax season themselves. But that is changing for JCG Tax Advisors.
“Our team looks forward to better serving our clients by transforming our operations to be ahead of industry standards,” said Cory Gayman, CEO of JCG Tax Advisors. “When we piloted Filed for the 2025 tax season, we increased our speed and efficiency, reducing turnaround times for our clients drastically. Having the ability to now get more work done while maintaining our high standards is critical for us to succeed and support our employees for years to come.”
Directly integrated into existing processes and tools, Filed automates data ingestion and error detection, draft returns and review workflows, streamlining complex and time-consuming tasks that bog tax professionals down. The platform has robust security parameters and ensures compliance at the highest level to protect sensitive tax data.
“Cory and his team are extraordinary. We created Filed to elevate tax professionals just like JCG, the innovative and entrepreneurial people in the tax industry. Seeing them deploy Filed for the entire firm shows a clear path to the future of work for accountants that unlocks a new level of possibilities for long-term success,” said Leroy Kerry, CEO of Filed.
About JCG Tax Advisors
JCG Tax Advisors is a strategic tax advisory firm specializing in customized tax strategies. Headquartered in El Dorado Springs with six offices from Springfield to Girard, JCG provides comprehensive tax solutions, including year-end taxes, maximizing refunds, tax planning and audit support. Having served the community for more than a decade, JCG’s experienced team guides individual, small business and institutional clients through the shifting landscape of taxes, ensuring compliance and optimization. For more information, visit jcgtax.com or follow JCG Tax Advisors on LinkedIn.
About Filed
Filed is an AI-powered tax preparation platform built for tax firms with either onshore or offshore operations, integrating seamlessly into existing workflows without disrupting established processes or software. Designed to address the industry's critical labor shortages and reliance on outdated, manual workflows, Filed gives tax professionals their time back.
Filed works directly with leading tax software (CCH Axcess, UltraTax, Lacerte, Drake) to automate time-intensive tasks like mapping unstructured documents, compliance validation, and anomaly detection. With its transparent, deterministic AI architecture, Filed helps firms scale processing capacity 3x without additional hiring, transforming routine busywork into proactive client service and profit growth. Founded by fintech veterans Leroy Kerry and Atul Ramachadran, Filed is backed with $17.2M across pre-seed and seed (four months apart) by leading investors including Northzone, Day One Ventures, Neo, Raine Ventures, J Ventures, Greens Ventures and more.