We do the preparation and hand it to your reviewers. A dedicated team of accountants prepares 1040, 1065, 1120 and 1120-S returns with workpapers, reconciles accounts and runs the monthly close, builds audit workpapers and tracks PBC requests, and handles payroll, AP/AR and sales-tax prep. Signing and filing stay with your licensed professionals.
It will probably cost less than hiring the same people in the US. The bigger difference shows up in March, when returns that would have gone on the extension list get prepared instead, and fewer of them land on a senior at 11 p.m. Judge the pilot on whether reviewed files came back on time and how many review notes they needed. Pricing is further down this page.
Your dedicated accountants log into your software and work down your checklists the way your own staff would. When a file is missing something, like a brokerage statement or last year's depreciation schedule, they ask your staff in whatever channel your team already uses. Their working hours overlap with US business hours, so those questions and your review notes get answered while your people are still at work.
We work in the software your firm already uses. On the books side that includes QuickBooks, Xero, Sage Intacct, NetSuite, Zoho Books, FreshBooks, Odoo and SAP; for tax, CCH Axcess, UltraTax CS, Lacerte, Drake Tax and ProConnect; for payroll, Gusto, ADP and Paychex; and for workflow and AP, Karbon, TaxDome, BILL, Dext and Expensify [software list to be confirmed]. If your stack isn't on the list, send it to us before the pilot and we'll tell you plainly whether we can work in it.
You pick a small batch of real work, such as a handful of 1040s or one month of books for a few clients. A dedicated accountant prepares it in your software, and each return is tied to its source documents before it reaches you. Returns come back tied to the source documents and compared with the prior-year return, with open items flagged at the top. After two weeks, look at how many review notes your team had to write, then decide whether to continue. We agree the pilot's scope with you on a call before it starts.
Three weeks from the first call. Days 1–3: a 15-minute call and a written scope. Days 4–10: you interview two or three accountants we shortlist. Days 11–17: your accountant learns your software and checklists and writes down how your work runs. Days 18–21: live work, reviewed by our US-based manager and then by your reviewer.
Your accountant ties each return to its source documents and compares it with last year before handoff, with open items flagged at the top. A US-based manager on our side reviews their work every week. Your reviewers still do the final review.
Your firm does. We never sign tax returns, financial statements, or audit, review or attest reports, and we are not preparer or auditor of record. Your licensed professionals review, sign and file every return.
No. We don't email or call your clients, and nothing we prepare goes out under our name. When a return is waiting on a K-1 or a corrected 1099, it goes on the open-questions list for your team, and you decide how to ask the client.
Workpapers and review notes are already in your software, because that's where the work was done. We assign a replacement and walk them through your checklists and the files in progress before they pick up where the last person stopped. Timing and handover terms are [replacement terms].
All work happens on controlled virtual desktops with no local storage, so client data can't be downloaded, screenshotted or emailed out. Every login uses MFA, each accountant gets their own named user in your software, and access is revoked within 24 hours when someone rolls off. Every accountant signs an individual NDA, and files move only through encrypted channels.
Section 7216 limits how tax return preparers use and disclose tax return information. Before a US firm shares return information with a preparer outside the US, the regulations generally require the taxpayer's prior written consent in the IRS-prescribed form, and they limit sending Social Security numbers offshore. This is general information, not legal advice; confirm the requirements that apply to your firm with your counsel.
If you have steady work all year, a dedicated accountant learns your clients and stays on them. If your volume jumps in busy season or comes in batches, send it on demand and pay per return or file. Many firms start on demand and move to a dedicated accountant once the volume is steady.
There are two ways to work with us, and the price depends on the work and its complexity. A dedicated accountant, who works only on your firm, runs $1,800 to $6,500 a month. On-demand work, sent when you need it and delivered under your firm's name, runs $35 to $250 per return, $45 to $85 per payroll cycle, or $1.50 to $3.50 per AP invoice. Before you commit to a team, the 2-week pilot shows you what your reviewers get back on your own returns or books.
The term and notice period are [contract terms]. Every engagement starts with the 2-week pilot, so your reviewers will have been through our files before you sign on for a full team.
Yes. Tell us before the season and we'll add dedicated accountants for it, then take the team back down after April 15, or after October 15 if your extension list runs long. New people take three weeks to set up, so ask by early January if you want them preparing returns in February. Notice periods and minimums are [contract terms].
