US Tax Preparation
Individual and business return preparation support for CPA firms, ready for partner review and e-file. First-pass preparation frees your senior staff for client-facing review work instead of data entry during the busiest weeks of the year.
US Tax Preparation
1040 · 1120 · 1065What's included
- Individual return preparation (Form 1040 and supporting schedules)
- Business return preparation (1120, 1120-S and 1065)
- Source document organisation and workpaper tie-outs
- State return preparation alongside federal filings
- Diagnostic review flagged before the file reaches a partner
- Extension tracking and season-long capacity surge support
What practices notice first
Built for busy season
Capacity scales up through the January–April and September crunch, then back down again, with no year-round overhead.
Diagnostic-clean before review
Returns are pre-flagged for issues, so partner review time goes to judgment calls, not data entry mistakes.
Works inside your EFIN
Your firm keeps final review, e-file submission and the client relationship. We prepare, you sign off.
Onboarded in four simple steps
Discovery Call
We learn about your practice, current workflow and where US Tax Preparation is creating the most friction today.
Scope & Pricing
A tailored proposal with clear pricing: per-file, fixed monthly, or a dedicated FTE pod, whichever fits best.
Trial Batch
We start with a small trial batch on real files so you can review our standard before scaling to full volume.
Go Live
Your dedicated team ramps to full capacity, with regular check-ins and a shared deadline calendar from day one.
Common questions about US Tax Preparation
Do you e-file on our behalf?
We prepare diagnostic-clean, review-ready returns; your firm retains final review and e-file submission under your EFIN.
Can you scale up just for busy season?
Yes. Most CPA firm engagements are seasonal, scaling from a small ongoing pod up to full capacity through the January–April and September crunch periods.
What tax software do you work in?
We work inside whatever your firm already uses, including the major professional suites, so there's no new software for your partners to learn.
Do you prepare state returns as well as federal?
Yes. State return preparation is included alongside federal filings wherever your client has a state filing obligation.
How do you flag issues before a partner reviews the file?
A diagnostic review runs on every return before it reaches a partner, flagging missing documentation or inconsistencies rather than leaving them to be caught at final review.
How is US tax preparation priced?
Most engagements are quoted Per-Return given how seasonal the volume is, with a Fixed Monthly Retainer available for firms that want year-round capacity outside of busy season.
Can you support a firm's first year outsourcing tax prep?
Yes. First-time engagements typically start with a small trial batch during a quieter month, well before peak season, so your partners can review our standard before the volume ramps up.
Ready to talk about US Tax Preparation?
Tell us about your practice and we'll walk through what a comparable engagement could look like.