Dedicated offshore tax preparers trained on UltraTax CS. Forms 1040, 1065, 1120, 1120-S, 990, 1041 with full Thomson Reuters stack integration (FileCabinet CS, NetClient CS, Accounting CS). 200–300 returns per preparer per season.
UltraTax scope
Every return type UltraTax supports, prepared inside the Thomson Reuters stack your firm already runs.
UltraTax CS is the tax platform most prevalent in mid-to-large CPA firms that care about workflow integration. It ties directly into FileCabinet CS for document management, NetClient CS for client portals, Accounting CS for trial balance imports, and Practice CS for time and billing. Offshore preparers trained on UltraTax typically know the full Thomson Reuters stack, which means less configuration friction at onboarding.
Most CPA firms using UltraTax engage offshore preparers in September or October with a November onboarding and pilot returns in December. By January 15th, preparers are productive on simple 1040s. By February 1st, they're handling mid-complexity returns. By mid-March, they're producing the 1065s and 1120-S returns that the US seniors don't have capacity to run themselves.
UltraTax has a built-in review workflow (Tick-Mark, Annotate, Lock/Unlock) that offshore preparers use consistently. Your US reviewer opens the return, sees annotated tick marks from the offshore preparer, and reviews with clear visibility into what's been checked. This is different from platforms where review is just "open the return and look at the numbers" – UltraTax's workflow tooling makes the offshore/US handoff cleaner.
A senior offshore UltraTax preparer at $3,000–$3,600/month produces ~250 returns per season (Jan through April). That's $12–$15 per return in direct labor, against a typical firm billing of $250–$600 per return. The margin math is the reason firms move UltraTax prep offshore.
For full tax prep scope and IRS §7216 compliance details, see our offshore tax preparation service page and CPA firm page.
FAQ
Depends on your setup. If you run UltraTax on Right Networks, Swizznet, or similar, offshore preparers remote in under a named user. If you host internally, we configure a remote access path (usually a secure VDI). Either way, no local UltraTax installation on offshore machines.
Yes. Full Thomson Reuters stack experience is standard for UltraTax specialists. FileCabinet CS for workpapers, NetClient CS for client portal, Accounting CS for trial balance imports, Practice CS for time tracking.
Preparers are trained annually on the new tax year before season starts. The UltraTax updates that flow through during January–April (form corrections, software patches) are applied by your firm's hosting environment – offshore preparers see them as you see them.
Yes. Onvio Tax is supported as a cloud-native alternative to desktop UltraTax. Fewer firms use it but we match staff with Onvio experience where firms have moved to it.
Standard seat is 40 hours/week. For busy-season surge, we offer 50–55 hour overtime tiers at a premium rate (15–25% above base). Firms scoping peak load should plan this into the engagement.
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