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
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.
Michele Dougherty Wood
Manager, Sylvan Homes
Juan Munoz
Online Marketing & Branding — Maryland
Ekaterina Ostapchuk
Director, Coddan CPM Ltd
Larry Garnick
CEO, Tastes on the Fly — San Mateo, CA