For CPA and accounting firms in the United States
The tax and accounting team behind your firm
Returns, the monthly close, payroll and CFO reporting, prepared to your standards and ready for your review. Your firm keeps every signature and every client.
- Section 7216 consent confirmed before any return work
- Your firm keeps every signature and every client
- Work done in your software, to your checklists
- A PTIN for everyone who prepares returns
The work cycle
One job, from your desk and back again
Every piece of work runs the same five steps, whether it is a single return or a month of closes for twenty clients, and your team can see where it stands at any point.
You send the work
Files arrive through your portal or straight into your own systems, with whatever checklist the job carries.
We prepare it
In your software and to your checklist, by a preparer who holds a PTIN. Questions are raised as they come up, not saved for the end.
A second person checks it
Every job is checked inside our team, against the same checklist, before it goes anywhere near your reviewer.
It is waiting in your morning
Work sent at the end of your day comes back before your next one starts, with open items and questions listed at the top.
Your firm reviews and signs
Your reviewer signs, files and keeps the client. Your review notes come back to us, so the same point is not made twice.
Form expertise
The forms we prepare every day
Our core strength is Form 1065, 1120-S, 1120 and 1040, in that order, and the schedules that go with them.
Partnership Returns
Form 1065 returns for operating partnerships, real estate funds and multi member LLCs, with accurate partner allocations.
- Schedule K-1
- Schedules K-2 and K-3
- Form 8825
- Form 8865
- Form 8858
S Corporation Returns
Form 1120-S returns with shareholder basis tracking, reasonable compensation notes and state pass through entity elections.
- Schedule K-1
- Form 7203 support
C Corporation Returns
Form 1120 returns for closely held and venture backed corporations, including consolidated groups and foreign owned companies.
- Form 1125-A
- Form 4562
- Schedule M-3
Individual Tax Returns
Form 1040 returns from simple wage returns to multi schedule households with rental, business, investment and K-1 income.
- 1040-SR
- Schedules A to SE
- Form 8949
- Form 4562
- Form 8938
Also prepared and reviewed
What your firm gets
Capacity, without the cost of carrying it
The reasons firms give for keeping the work with us, in the order they usually give them.
A shift your office does not work
India is nine and a half to ten and a half hours ahead of US Eastern time, so a file sent at the end of your day can be prepared and checked before your team logs in.
Capacity without recruiting
A team member is in place and trained before the deadlines arrive, with no recruiting, desks, benefits or extra software seats of your own to carry.
A rate you can build a price around
From US$9 per hour, so the returns and closes your firm turns away for want of capacity can become work you take.
Your clients stay yours
We never market to, solicit or take on your clients, during an engagement or after it. It is written into the engagement agreement.
Your firm keeps every signature
We prepare, reconcile, document and analyse. Your firm reviews, signs, files and gives the advice.
Your software and your checklists
Work happens inside your systems or a secured workspace, to your process, so your data, your audit trail and your review stay where they are.
- Consent firstIRC section 7216 before return work
- Written security planStructured on IRS Publication 5708
- PTIN for every preparerAs the IRS requires
- Never your clientsNo solicitation, during or after
Services
The work behind every service line your firm offers
26 services across three areas, from US$9 per hour. Take a single piece of work, or build a team that covers several.
Tax Preparation and Review
Every return your firm files, prepared by a team that works in your software, follows your checklists and leaves a clean trail for your reviewer. Your firm reviews and signs as the paid preparer, and the client relationship stays entirely yours. Our deepest experience is in partnership returns, then S corporation, C corporation and individual returns.
- Partnership Returns
- S Corporation Returns
- C Corporation Returns
- Individual Tax Returns
- Trust and Estate Returns
- State and Local Returns
- Information Returns
- Payroll Tax Filings
- Amended Returns
- Return Review Support
Accounting and Client Advisory Services
Client advisory services grow when the monthly work runs on time without consuming your seniors. We run the close, the reconciliations, payables, payroll and reporting for your clients, inside your systems and under your brand, so your team spends its time on the conversations clients pay for.
- Bookkeeping
- Payroll Support
- Virtual CFO (VCFO)
- Catch Up and Cleanup
- Month End Close and Reconciliations
- Accounts Payable
- Accounts Receivable
- Financial Statements
- Outsourced Controllership
- Financial Planning and Analysis
- Job Costing and Inventory Accounting
- Accounting System Setup and Migration
Firm Operations and Staffing
Sometimes the need is not one service but people: a dedicated accountant who works your hours, a team that grows with your firm, or someone to chase documents and keep the portal in order. Each of these is an engagement of its own.
- Global Capability Centre (GCC)
- Dedicated Team Members
- Practice Administration
- Document Indexing and Workpapers
Our position
Your firm keeps every signature, every client and every judgement. We do the work behind them.
We never market to your clients, never sign on your behalf, and never start work on return information before your firm confirms consent.
Follow the sun
Work moves while your office sleeps
India is nine and a half to ten and a half hours ahead of US Eastern time, depending on daylight saving. Files shared at the end of your day can be prepared and checked overnight, and be ready when your team starts the next morning.
- Your team
- Our team
- Overlap for questions and review notes
Illustrative day in US Eastern time. Working and overlap hours are agreed with each firm.
Overnight preparation
Work shared at the end of your day is prepared and second checked before your morning.
A morning overlap
A window when both teams are working, for questions, review notes and handover calls.
Two working days in one
Your day and ours barely overlap, so a file can move twice in the time it usually moves once.
How it starts
Quality you can judge before you commit
No long contract first. A conversation, a trial piece of real work, and a written onboarding plan before any volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Steady delivery
Work runs to an agreed calendar with a status tracker your team can check at any time.
Regular review
We review turnaround, review notes and rework with you, and adjust.
Security and compliance
Built around the rules your firm answers to
Offshore preparation is lawful and common, and it carries obligations: written taxpayer consent under IRC section 7216, limits on sharing Social Security numbers, a written information security plan under the FTC Safeguards Rule, and a PTIN for every preparer.
Consent first
No work on return information until your firm confirms section 7216 consent is on file.
Controlled access
Your systems or a secured workspace, multi factor authentication and least privilege.
No personal devices
No local downloads, no email attachments and no removable media.
Accountable people
PTINs for preparers, confidentiality agreements, and access removed the day it ends.
Before any engagement
Ask for the security pack
Your firm can review our written information security plan and section 7216 consent checklist before any work begins.
Talk to UsIndustries
Organised around your clients' industries
Construction work in progress, section 280E, partnership allocations, inventory costing: every industry brings rules of its own.
Construction and Contractors
Contractors live and die by job profitability, and their accounting has rules of its own.
Real Estate
Property owners, developers and funds generate complex allocations and depreciation every year.
Healthcare and Physician Groups
Medical practices combine partner compensation, payer receivables and strict privacy.
Manufacturing and Distribution
Inventory, costing and credits decide how manufacturers and distributors report and what they pay.
Hospitality and Restaurants
High transaction volumes, tips and thin margins need books that are current every week.
Professional Services and Law Firms
Firms that sell time need clean billing, partner accounting and trust account discipline.
Retail and E-commerce
Online sellers carry inventory, many channels and settlement reports that rarely agree.
Technology and Start-ups
Venture backed companies need investor ready numbers and tax filings that keep up with funding.
Agribusiness
Farms and agricultural businesses have their own schedules, elections and seasonal cash flow.
Oil, Gas and Energy
Energy investors and operators work with depletion, drilling costs and many K-1s.
Insurance
Insurers and captives report under statutory accounting as well as GAAP.
Community Associations
Homeowner and condominium associations need tidy reserves, owner billing and the right return.
Cannabis
State legal cannabis businesses face federal limits on deductions that shape every number.
Ways to work together
Engage us the way your firm already staffs work
From one defined piece of work to a dedicated team member who works only for your firm. Services start from US$9 per hour.
Before you commit
- A written scope and a fixed fee before any work starts
- A trial piece of real work so your reviewers can judge it
- No hours billed beyond the agreement without your approval
- 01
A defined piece of work
Such as a set of returns or a bookkeeping backlog, done by team members booked for the months it runs.
- 02
Dedicated team member
A person who works only for your firm, on your systems and to your processes, for as long as the engagement runs.
- 03
Managed monthly service
Recurring accounting work for a group of your clients, delivered to an agreed calendar.
Software
We work in the software your firm runs
On your licences and inside your systems, so your data, your audit trail and your review process stay where they are.
- CCH Axcess Document
- CCH Axcess Tax
- CCH ProSystem fx Tax
- Microsoft Dynamics 365 Business Central
- Microsoft Excel
- QuickBooks Desktop
- QuickBooks Online
Resources
Guides for firms that outsource
Practical, sourced and kept current: consent, security plans, deadlines and capacity.
Featured guide
Form 1065 and Schedule K-1 Checklist
A preparation and review checklist for partnership returns: deadlines, penalties, e-file rules, capital accounts, allocations and K-1 delivery.
Read the Guide- GuideForm 1120-S and Shareholder Basis ChecklistA checklist for S corporation returns: deadlines, eligibility, reasonable compensation, Form 7203 basis reporting and the penalties for filing late.
- GuideSection 7216 Consent for Offshore Tax PreparationWhat IRC section 7216 requires before a CPA firm shares return information with a preparer outside the United States, and a checklist.
- GuideSection 7216 Consent Form WalkthroughWhat a Form 1040 consent to disclose return information to a preparer outside the United States must say, word for word, and how it must be signed.
- ToolBusy Season Capacity PlannerCompare the hours your returns need with the hours your team has.
Who do you work with?
CPA firms, enrolled agent practices and accounting firms in the United States. For bookkeeping, accounts payable, accounts receivable, payroll support and financial statements, also businesses and accounting firms in Europe (including the United Kingdom, Ireland, Germany and Norway), South Africa, the Middle East, Japan, Singapore and Malaysia. We never take on a client of a firm we work for.
Can we start small?
Yes. Most firms begin with a trial piece of real work, such as a handful of returns or one month's close for one client, so your reviewers can judge the quality before committing to more.
How do you keep taxpayer data safe?
Work happens inside your systems or a secured workspace, with multi factor authentication, least privilege access and no personal devices. Return information is only handled after your firm confirms section 7216 consent.
What does it cost?
Services start from US$9 per hour. The rate for your work, what it covers and how it is billed are set out in the engagement agreement before anything starts.
Do you sign anything on our behalf?
No. Your firm signs returns and financial statements and gives advice. We prepare, reconcile, document and analyse under your direction and review.
Start a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample