Tax for Certified
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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.
Client Testimonial
Larry Garnick
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 Outsources Bookkeeping handles the load. It’s great to arrive at the office every day to zero backlog!
Jim Adkinson
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.
Simon Frost
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 and always delivers a good product on time. Highly recommended
Mohammed Azaz
Outsourced Bookkeeping completes tasks on time. Their team manages the project efficiently and responds promptly to the client’s needs and queries. They also communicate via email, messaging apps, virtual meetings, and in-person meetings.
David Sullivan
Sunil is a hard working and reliable accountant. His team delivers quality work the next day. With the time difference, his team enables work to be done over night and ready immediately the next morning!
Antonio Brown
I just wanted to let you know, Sunil and I have had a strong business relationship since last 3 years. He's been a tremendous help to us in growing our business helping us with his Backoffice support. We look forward to continuing scaling up this relationship even more. I strongly recommend that you use Outsourced Bookkeeping.
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.