Tax & Compliance
Tax Prep Support
A dependable extra set of hands during tax season — we prepare returns to your firm's standards so you can take on more clients without burning out your staff.
Scope
What's included
- 01Individual return preparation (Form 1040 and schedules)
- 02Business return preparation support (1120S, 1065)
- 03Source document organization and workpaper preparation
- 04Review-ready files handed back to your reviewing CPA
You stay the licensed professional of record
Our partners are ACCA-qualified, not US-licensed CPAs or EAs — so we never sign, file, or represent a client before the IRS or a state agency. We prepare returns, filings, and workpapers to your firm's standard; your licensed CPA or EA reviews, signs, and retains full professional responsibility and the client relationship, exactly as if the work were done in-house.
Platforms we use
How a return moves
We prepare. You review, sign, and file.
- 1
Source documents
Organized and checked for gaps
- 2
Workpapers & draft
Prepared to your firm's standards
- 3
Partner review
Checked before it reaches you
- 4
Your CPA signs
You stay the professional of record
Partners reply within one business day
Need help with Tax Prep Support?
Tell us about the workload and we'll scope it within one business day.