Offshore tax preparers for US CPA and accounting firms, working in your tax software. Every return is tied out to the source documents and checked against last year's numbers before your reviewers see it.
Your accountant signs in under their own named user and prepares each return from the checklists your own preparers use. If something is missing, such as a brokerage statement or last year's depreciation schedule, it goes on an open-questions list for your staff.
Each return is prepared with workpapers in your tax software, tied to source documents such as 1099s and K‑1s, and compared with last year's. Anything not tied out yet is flagged at the top of the file.
A manager on our side, based in the US, goes through your accountant's work every week. On live returns, that review comes before the return goes on to your reviewers.
Your licensed professionals sign and file once your reviewers are done. The return goes out under your firm's name, and any question for the client comes from your staff.
Returns are prepared inside your firm's tax software, for example CCH Axcess, Drake Tax, Lacerte or UltraTax CS. Workpapers and review notes stay in that software, where your reviewers already work. How we protect client data is covered on our security page.
If you want returns in preparation in February, ask by early January. A new accountant takes three weeks to set up. That covers a call and a written scope, interviews with two or three accountants we shortlist, and about a week learning your software and checklists. Each step is on our how it works page.
With a short extension list, you can scale the team down after April 15. With a long one, keep it until October 15, when extended 1040s and calendar-year 1120s are due. Extended 1065s and 1120‑Ss are due a month earlier, on September 15. Notice periods and minimums for taking the team down are [contract terms].
Due dates on this page are for calendar-year returns, from IRS Publication 509. A date that falls on a weekend or legal holiday moves to the next business day.
Priced per return or per month, depending on the work and its complexity.
The 2-week pilot runs on your own returns, and we settle its scope with you on a call beforehand. It needs four things from you.
When the two weeks are up, count the review notes your reviewers wrote on those returns and check that each one came back on time. Then decide whether to continue.
To estimate a season from your own return counts, use the calculator on our pricing page. The two ways to buy the work are explained under dedicated accountants and white-label tax preparation.
Tax prep is one part of our outsourced accounting services, which also cover bookkeeping, accounts payable, accounts receivable, audit support, payroll and sales tax.
For the deadlines and rules that apply to your type of firm, see offshore staffing for CPA firms or outsourcing for accounting firms.
Outsourced tax preparation means a CPA or accounting firm sends returns to an outside team to prepare, then reviews, signs and files them itself. With us, the preparers are offshore accountants working in your tax software, from your firm's checklists.
1040, 1065, 1120 and 1120-S returns. That covers individuals, partnerships, C corporations and S corporations. Each return is prepared with workpapers in your tax software and tied out to its source documents before handoff.
$35 to $250 per return when you send returns on demand, depending on the work and its complexity. For the same person on your returns every month, a dedicated accountant is $1,800 to $6,500 a month, and they work only on your firm.
No. Our accountants prepare the return and its workpapers, and your licensed professionals do the final review, sign and file. We are never preparer of record.
No. When a return is short a K-1, a corrected 1099 or a brokerage statement, the preparer flags it at the top of the file and adds it to the open-questions list for your team. Your staff decide what to ask the client.
Three weeks from the first call to live returns. For busy season, ask by early January if you want someone preparing returns in February, ahead of the March 15 deadline for calendar-year partnership and S corporation returns.
Yes. You can add dedicated accountants for the season and scale back after April 15, or after October 15 if you have a long extension list. Or skip adding people and send returns on demand, at $35 to $250 each depending on complexity.
Your firm's own tax software, such as CCH Axcess, Drake Tax, Lacerte or UltraTax CS. Each accountant gets a named login with MFA, and you decide what that login can open and can switch it off at any time. If you use other tax software, tell us which before the pilot and we'll confirm whether we can work in it.
