How does white-label outsourcing work for CPA firms?

We work completely behind the scenes. You send us client documents, we prepare returns/books under your brand, and you present to your client. We never contact your clients directly.

What is the 60-day pilot?

A risk-free trial: first 30 days with small batch of work, next 30 days at 50% cost. No penalty if you walk away after 60 days.

Is my client data secure?

Yes. Zero Local Footprint model – no data stored on local devices. SOC 2 Type II compliant, 256-bit encryption, VPN-only access.

What tax software do you support?

US: Drake, Lacerte, CCH, UltraTax, ProSeries. Canada: Profile, TaxPrep, Cantax. Australia: HandiTax, MYOB Tax, Xero Tax.

USA Tax Preparation Services

Expert tax preparation services for individuals and businesses. IRS Circular 230 compliant, e-filing capabilities, and comprehensive tax planning.

Why Choose Our Tax Preparation Services?

IRS Circular 230 Compliant

Full compliance with IRS regulations for tax preparation and representation

E-Filing Capabilities

Direct electronic filing with federal and state tax authorities

Tax Planning Services

Strategic planning to minimize tax liability and maximize deductions

60-Day Pilot Program

Risk-free trial to experience our comprehensive tax preparation services

For CPA Firms

We provide comprehensive white-label tax preparation services designed specifically for CPA firms and accounting practices. Outsource your tax preparation workload while maintaining complete control over client relationships.

✓ 1040 Series (1040, 1040-SR, 1040-NR)
✓ 1120 (C-Corporations)
✓ 1120S (S-Corporations)
✓ 1065 (Partnerships)
✓ 990 (Tax-Exempt Organizations)
✓ 1041 (Trusts & Estates)
✓ Multi-State Returns

White-Label Benefits

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Overflow Support

Handle peak season workload without hiring
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Quality Assurance

Multi-level review process ensures accuracy
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Cost Efficiency

Reduce overhead while maintaining margins
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Dedicated Support

Account manager for seamless coordination

Business Owner Services

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Personalized Attention

Dedicated tax professional for your account
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Year-Round Support

Ongoing tax planning and optimization
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Estimated Tax Planning

Quarterly calculations to avoid penalties
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Deduction Maximization

Identify all eligible business deductions

For Business Owners

Whether you're a sole proprietor, partnership, or small business owner, we provide comprehensive tax preparation services tailored to your specific business structure and needs.

✓ 1040 + Schedule C (Self-Employment)
✓ Quarterly Estimated Tax Payments
✓ Self-Employment Tax Calculations
✓ Form 4868 (Extension Requests)
✓ Form 7004 (Business Extensions)
✓ State Tax Returns

Our Tax Preparation Process

1

Data Upload

Securely upload client documents, financial records, and tax information through our encrypted portal

2

Preparation

Our expert team prepares accurate returns with comprehensive tax planning strategies

3

Review & Filing

Quality review and e-filing with federal and state authorities for timely submission

Frequently Asked Questions

What tax forms do you prepare? ▼

We prepare all major federal tax forms including 1040 series, 1120, 1120S, 1065, 990, 1041, and multi-state returns. Our services cover individual, business, partnership, S-corporation, and tax-exempt organization returns.

How does your tax planning service work? ▼

Our tax planning service includes strategic analysis of your financial situation, identification of tax-saving opportunities, estimated tax calculations, and year-round tax optimization strategies to minimize your tax liability.

Do you offer white-label services for CPA firms? ▼

Yes, we provide comprehensive white-label tax preparation services for CPA firms. You can brand our services as your own and focus on client relationships while we handle the technical preparation and filing.

What is your turnaround time? ▼

Standard turnaround is 5-7 business days from receipt of complete documentation. Rush services are available for an additional fee.

How secure is your document upload process? ▼

We use bank-level encryption (256-bit SSL) and comply with all data protection regulations. Your documents are stored securely and accessible only to authorized team members.