Tax Preparation Outsourcing for CPA Firms
Tax season compresses a year of work into a few weeks, and the bottleneck is always preparer capacity. Our tax preparation outsourcing gives CPA firms trained preparers who build returns in your software, to your workpaper standards, and hand them back review-ready. Your preparers sign. Your partners review. We remove the volume problem.
Outsourced tax preparation services
- Preparation of individual and business income tax returns
- Supporting workpapers, tie-outs and organizer review
- Sales tax and VAT computation, reconciliation and return preparation
- Tax provision and deferred tax workings for financial reporting
- Year-round support for extensions, amended returns and notices
Tax preparation outsourcing for CPA firms
We work inside your tax software and document management system, follow your review notes conventions, and flag open items rather than guessing. Returns come back with a clear list of questions for the client, so your review time goes into judgment, not data entry.
Offshore tax preparation, done compliantly
Under IRS rules, US tax preparers generally need written taxpayer consent before disclosing return information to a preparer located outside the United States. We help our client firms build that consent into their engagement process, and we work only on files where it has been obtained. Access is least-privilege and logged, and data is returned or destroyed at the close of each engagement.
VAT compliance services
For businesses in the UK and the GCC, VAT errors are expensive and visible. Our VAT compliance services cover transaction review, input and output reconciliations, return preparation and filing support, and readiness for tax authority queries. Our team has hands-on experience with UK VAT returns and with VAT regimes across the UAE and Saudi Arabia.
Tax provision and deferred tax
For audited entities we prepare current and deferred tax computations under IAS 12 and ASC 740, with workpapers built to satisfy the audit team on first review.
Frequently asked questions
What does tax preparation outsourcing cost? +
We price per return or as a seasonal dedicated team, agreed after a scoping call and confirmed in writing. Fees are quoted in USD.
Who signs the return? +
Your firm. We prepare and you review and sign as the preparer of record. We never represent ourselves as the preparer to your clients.
Can you handle peak season volume? +
Yes. Overflow and seasonal capacity is one of our three engagement models, and we agree volumes and turnaround before the season starts.
Often combined with this service
Fractional CFO Advisory
Executive-level financial guidance across financial planning and analysis, cash flow management, budgeting, forecasting, profitability analysis, business performance, risk management, and strategic decision-making, helping businesses strengthen financial control, improve performance, and scale sustainably.
Learn more →Finance and Accounting Operations
Outsourced bookkeeping services, month end close, accounts payable and receivable outsourcing, and management reporting.
Learn more →Financial Due Diligence and M&A
Quality of earnings, net debt and working capital analysis, and financial modelling for buyers, sellers and their advisors.
Learn more →Take the pressure out of tax season
Send us a sample return and see the workpapers we hand back.