Tax for Certified
and
We provide tax preparation outsourcing for certified public accountant firms during peak filing periods. We help firms outsource tax preparation services without losing review control or workflow ownership
We deliver busy season tax workpaper support including preparation, organizer tracking, trial balances and packaging of returns. Your firm signs and files. All files are delivered as a review ready package.
Software
OutSourced Tax
W2s
Transmittal of Wage & Tax Statements
W3s
Wage & Tax Statements
1099s
Information Returns
1040
Individual Tax Form
1120, 1120S
Corporation Tax Form
1065
Partnership Tax Form
Tax Preparation Outsourcing
Busy Season Tax Workpaper Support at Scale
We assist CPA Firms looking for tax preparation outsourcing during peak filing periods with comprehensive, scalable solutions.
Pod-Based Teams
We implement pod-based teams that align with your expected volume and entity mix. Throughput is scheduled before the season.
Clear Issue Tracking
When we make a delivery, we record issues settled internally and those needing escalation—so your reviewers don't deal with real-life tax decisions.
Risk-Free Scaling
For complex runs like multi-entity returns or amended filings, we begin with a short paid pilot to minimize pre-scaling risk.
Our Tax Preparation Service Packages Include
- 1099 and W2 preparation
- Preparation of Federal and State Tax Returns, including Extensions and Amendments (if any) for
- C Corporations (1120),
- S Corporations (1120 S) with their respective K1s
- Partnerships (1065) with their respective K1s
- individuals (1040’s)
- Preparation of international tax forms like 5471, 5472 and 8992 (GILTI Tax)
- Annual franchisee tax filings
- Busy season tax workpaper support
- Organizer tracking
- Electronic filing Support.
What We Support
Our tax preparation outsourcing is designed for volume, accuracy, and improving reviewer’s efficiency. Our specialization is in work that slows down the teams in the peak season.
Organizers Intake and Tracking
We handle organizer completeness and intake tracking. Incomplete documents are identified early. Your team can see your status update at each stage.
Trial Balances and Workpapers
We prepare trial balances, lead sheets and indexed workpapers. Our files follow your templates and documentation
Tie-Outs and Reviewer Notes
Tie-outs and variance checks are delivered timely. All the items, which require judgment,are clearly flagged for reviewer decision.
Electronic Filing Package
The returns are packaged in one control unit. File names, indexing, and preparing is per your norm.
Issue Tracking and Escalation
Missing data and open questions are logged and traced. Your escalation is by your own rules.
Security and
Our written information security program complies with federal and industry directives. Members of all teams apply multifactor authentication, role-based access controls, and a secure virtual private network.
We are ISO 27001 certified for information and data security.
Data encryption is performed at rest and in transit; backups are also tested regularly. An entire due diligence package, such as security controls, continuity plans, and policy summaries, is on demand. The Trust and Security page provides the entire structure.
Testimonial
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
★★★★★
❝The client was pleased with the results of the engagement, thanks to Outsourced Bookkeeping’s timeliness and communication skills. The team was highly efficient from a workflow standpoint, and internal stakeholders were impressed with the service provider’s outstanding work ethic.
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★★★★★
❝Sunil is a strong accountant with high integrity. I have worked with Sunil for seven years and during this time he has provided high quality work ranging from bookkeeping to tax returns and financial spreadsheets. Sunil is a pleasure to work with and always delivers a good product on time. Highly recommended.
❞
★★★★★
❝Sunil is extremely professional. He is ethical and honest, which is very important to me when conducting business. Sunil is also a good communicator, which is yet another valuable business trait. I look forward to continuing our business relationship for a long time.
❞
Michele Dougherty Wood
Manager, Sylvan Homes
★★★★★
❝Great working with Sunil and his team. Their support has been key to our Accounts Payable success. Best wishes to the entire team!
❞
Juan Munoz
Online Marketing & Branding — Maryland
★★★★★
❝Sunil has so many qualities, but the most important is accuracy. He always checks that all the information from my banks and all the transactions are in my corporate tax return. And when he does not understand something, he calls me to ask — very important, especially when you want to classify your expenses correctly.
❞
Ekaterina Ostapchuk
Director, Coddan CPM Ltd
★★★★★
❝We were happy to work with Sunil. Our clients received a high-value and professional service. Thank you!
❞
Larry Garnick
CEO, Tastes on the Fly — San Mateo, CA
★★★★★
❝Sunil and his team have been great business partners for more than four years. Our Accounts Payable workflow has generated volumes of invoices to be processed daily, and like clockwork Outsourced Bookkeeping handles the load. It's great to arrive at the office every day to zero backlog. Thank you!
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Frequently Asked
Which returns do you support?
We support tax preparations within a specific scope that is agreed upon during the onboarding process. Before the season starts, entity mix, complexity, and turnaround expectations are determined.
What is included in the electronic filing package?
Every package contains workpapers, which are indexed, well-labeled files, reviewer notes, tie-outs, and one completeness check. The files are presented as firm reviewed.
Can you help with client messages on changing rules?
Yes. We prepare company-wide briefs and templates for your departments. To keep the concentration on firm-based delivery, we do not issue direct-to-consumer guidance on these pages.
What is the minimum commitment?
We provide seasonal teams that are based on your complexities and pipeline. For high-complexity work or uncertain volumes, a short paid pilot to verify process fit before full deployment.
Where are your people located?
Our front office located in the United States (Miramar, Florida) leads work, possesses quality, and manages communication. Other than this we have an offshore facility in a dedicated, safe, and highly controlled environment, in Mohali, Punjab, India, to keep efficiency in line with your workflow.