MYCPE ONE

Key Takeaways

  • Capacity is the real problem, not talent. Accounting degrees fell 6.6% in a single year, and partners are still preparing returns instead of reviewing them.
  • Compliance comes before cost. Section 7216 requires written taxpayer consent before any return data reaches a preparer outside the US.
  • Managed teams beat marketplaces for core tax work. Vetting, security, training, and replacements are handled for you.
  • MYCPE ONE is the prime choice for CPA firms. It serves 1,000+ firms, including 40 of the Top 200, with SOC 2 Type II certified tax teams from $11 per hour.
  • One partner, three tax systems. MYCPE ONE staffs tax teams for US, UK, and Canadian firms from hubs in India, the Philippines, and Mexico.

What are the best platforms for hiring Offshore tax preparers?

The best platforms for hiring offshore tax preparers for accounting firms in 2026 are MYCPE ONE, QX Accounting Services, TOA Global, CapActix, Unison Globus, Befree, Analytix Solutions, AcoBloom, Taxfyle, and Upwork. For firms that want a dedicated, compliant team, MYCPE ONE leads the list. You can hire an offshore tax preparer with MYCPE ONE who already knows 1040s, 1065s, and 1120s, and works inside your software from day one.

At MYCPE ONE, we have helped more than 1,000 accounting firms build offshore teams over the last decade. We see the same story every January. Busy season starts to feel like Groundhog Day. Same deadlines. Same pile of extensions. Same short-staffed team waking up to it all over again. The fix is rarely "work harder." It is adding the right capacity, from the right partner. Here is how we would sort the signal from the noise.

What should you look for in an offshore tax preparer platform?

We often look at price first. It should come last. Check these six things before you sign:

  • Section 7216 consent. Firms must get a client's written consent before disclosing return data overseas, using the language in Rev. Proc. 2013-14. Wrongful disclosure can cost $250 per return, up to $10,000 a year (The CPA Journal).
  • Proof of security. Ask for a SOC 2 Type II report, not just a badge. MYCPE ONE publishes its SOC 2 Type II certification and information security controls.
  • Software experience. Ask which tax tools the team uses daily, not which ones it "can learn."
  • Return depth. Most teams handle 1040s. 1065s, 1120s, K-1s, and multi-state work show real depth.
  • Time-zone overlap. Three to four hours of overlap with US hours keeps review loops short.
  • Exit terms. Know the notice period, the replacement policy, and who owns the work product.

Our due diligence checklist for outsourcing walks through each of these in more detail.

A Comparison of Leading Offshore Tax Preparation Platforms

PlatformHiring modelDelivery baseBest for
MYCPE ONEDedicated or managed teamIndia, Philippines, MexicoLong-term, compliant tax capacity for US, UK, and Canadian firms
QX Accounting ServicesFTE or per-returnIndiaFlexible pricing
TOA GlobalDedicated teamPhilippinesPhilippines-only talent
CapActixDedicated teamIndiaSmaller firms
Unison GlobusDedicated teamIndiaCross-border clients
BefreeDedicated teamIndiaMulti-country practices
Analytix SolutionsDedicated teamIndia and othersTax plus bookkeeping
AcoBloom InternationalDedicated teamIndiaLong-tenured partner
TaxfyleOn-demandUSLicensed overflow
UpworkFreelance marketplaceGlobalOne-off projects

What are the top 10 platforms for hiring offshore tax preparers?

1. MYCPE ONE

mycpe one

Best for: CPA firms that want a dedicated, compliant offshore tax team that grows with them.

MYCPE ONE is trusted by 1,000+ accounting firms, including 40 of the Top 200 US firms and 45+ BDO Alliance firms. Its 3,000+ team members work from 40+ offices across India, the Philippines, and Mexico.

  • Roles: Tax preparers, tax accountants, reviewers, analysts, and tax managers for 1040s, 1065s, 1120s, and 1120S returns.
  • Software: UltraTax CS, CCH Axcess, Lacerte, Drake, ProConnect, GoSystem, and SurePrep.
  • Compliance: SOC 2 Type II and ISO 27001:2022 certified. Follows IRS Section 7216, AICPA ethics, and the FTC Safeguards Rule.
  • Pricing and speed: From $11 per hour, with ready-to-work staff in under 60 days and a two-week free look-in period.
  • Beyond the US: Dedicated teams for UK firms (Self Assessment, Corporation Tax, VAT) and Canadian firms (T1, T2, GST/HST).
  • Choice of location: Firms that prefer strong English communication can hire offshore tax preparers in the Philippines.

What sets MYCPE ONE apart is that it pairs offshore staffing with a NASBA-registered CPE platform, so your team keeps learning after onboarding. Firms that do not want to run HR, IT, and payroll themselves can choose managed offshore services.

cta

2. QX Accounting Services (QXAS)

QX

Best for: Firms that want a choice of FTE or per-return pricing. Delivers from India with a US presence, and holds SOC 2 and ISO 27001.

3. TOA Global

Best for: Firms that only want Philippines-based talent. Founded in 2014, it reports 4,180+ team members. Check US tax depth for your return mix.

4. CapActix

capactix

Best for: Smaller firms that want a compact team. Started in 2015, with ISO 27001 and 120+ certified experts.

5. Unison Globus

Best for: Firms serving US, UK, and Canadian clients. Reports nearly 20 years in business and 350+ clients.

6. Befree

befree

Best for: Multi-country practices. Reports 1,500+ professionals in India and 3,000+ international clients.

7. Analytix Solutions

analytics

Best for: Firms that want tax support bundled with bookkeeping automation.

8. AcoBloom International

acobloom

Best for: Firms seeking an India partner with 16+ years serving US accounting firms.

9. Taxfyle

Best for: Overflow returns done by US-licensed CPAs and EAs. It is not offshore, so expect higher per-return costs.

10. Upwork

Best for: One-off projects. Open marketplaces can feel like The Wizard of Oz: you are asked to pay no attention to the person behind the curtain. With client tax data, that is exactly who you need to know. Vetting, Section 7216 consent, and security all fall on your firm.

Why are CPA firms struggling to staff tax season?

The short answer: there are not enough people at home to do the work. And the people we do have are stuck on the wrong work.

  • The pipeline is shrinking. US schools awarded 55,152 accounting bachelor's and master's degrees in the 2023 to 2024 academic year, down 6.6% from the year before, per the AICPA's 2025 Trends report (Journal of Accountancy).
  • Fewer new CPAs are coming. New CPA Exam candidates fell from 42,626 in 2023 to 28,082 in 2024.
  • Senior time is leaking away. A CPA billing $85 to $100 an hour who spends three hours a day on data entry loses $250 to $300 a day in misallocated cost, as we explain in April 15 Tax Deadline: Is Your Team Ready or Not?
  • Your peers are already moving. One in four professional services firms already outsource tax preparation offshore, and another 12% plan to start, according to MYCPE ONE research reported by Outsource Accelerator.

Offshore tax preparation lets firms add trained capacity now, without waiting for the local market to catch up. It is the same thinking behind building an offshore team for your CPA firm across bookkeeping, audit, and advisory.

How does MYCPE ONE solve the biggest tax season pain points?

Your pain pointHow MYCPE ONE solves it
Not enough preparers for busy seasonReady-to-work tax staff in under 60 days, from a 500,000+ talent network
Worry about client data going overseasSOC 2 Type II, ISO 27001:2022, and Section 7216 aligned processes
Partners stuck doing prepOffshore staff take process work so partners can review and advise
Fear of a long lock-inTwo-week free look-in, staff replacement option, and no long-term contract
Software learning curveTeams already work in CCH, UltraTax, Lacerte, Drake, and more


A simple way to start: split judgment work from process work. Judgment work is review, exceptions, and client advice. Process work is document extraction, W-2 and 1099 matching, organizer follow-up, and straightforward 1040 prep. Hand the process work to your offshore team.

Here is how a typical MYCPE ONE onboarding runs:

  1. Week 1: Set up access, checklists, and review standards.
  2. Week 2: Supervised production on simpler returns.
  3. Week 3 onward: Full capacity, with your team reviewing and signing.

The savings add up quickly. MYCPE ONE firms save up to 60% to 70% compared with onshore hiring. And when partners get their hours back for advisory work, the value keeps compounding. Richey May (formerly USXA), for example, onboarded 50+ offshore staff in under two years. Browse all MYCPE ONE case studies.

Conclusion

There is no single best platform for every firm. But for CPA firms that need compliant, long-term tax capacity, a dedicated partner beats a marketplace. Choose for compliance and consistency first, and the savings follow. Building an offshore tax team is not a sprint before April. It is a marathon, and patience with the right partner pays off season after season.

Finding the right talent is harder than ever, especially now that firms need professionals who are not only technically strong but also AI-savvy and comfortable with modern workflows. At MYCPE ONE, we help CPA firms, accounting firms, businesses, and enterprises build high-quality offshore teams across accounting, tax, audit, advisory, back-office functions, digital marketing, sales, IT, tech, and more. If you would like to explore your options, schedule a call with us.

Frequently asked questions

Yes. No federal law or IRS regulation stops US CPA firms from using offshore tax preparers, but firms must follow IRS Section 7216. That means getting the client's written consent, using the Rev. Proc. 2013-14 language, before any return data is shared overseas. The return still goes out under your firm's EFIN, and your licensed CPA still reviews and signs it. MYCPE ONE builds Section 7216, AICPA ethics, and FTC Safeguards Rule requirements into its process, so compliance is part of the workflow from day one.

With MYCPE ONE, offshore tax preparers start at $11 per hour for US firms, £8 per hour for UK firms, and CA$15 per hour for Canadian firms. Firms typically save up to 60% to 70% compared with onshore hiring. The final cost depends on experience, return complexity, and whether you choose a dedicated preparer or a managed offshore team. Always compare the full picture: salary, management fees, software access, and replacement terms, not just the hourly rate.

Most firms can onboard an offshore tax team in 30 to 60 days. MYCPE ONE delivers ready-to-work staff in under 60 days, through an intro call, interviews or skills tests, staff confirmation, onboarding, and system setup. After that, most preparers reach full capacity by their third week. The smartest move is to start before busy season. Our guide on preparing for the busy tax season explains how to plan ahead.

Both work well, and the right choice depends on your needs. India offers a deep pool of accounting graduates and strong experience with complex US returns like 1065s and 1120s. The Philippines is known for high English proficiency and close cultural alignment with US clients. Many firms use both: India for complex preparation and the Philippines for client-facing support. Because MYCPE ONE has hubs in India, the Philippines, and Mexico, you can test each without changing partners. Learn more about hiring offshore accountants in the Philippines.

For ongoing tax work, a managed offshore team is usually the better choice. Managed providers like MYCPE ONE handle vetting, security, training, IT, and replacements, and support Section 7216 compliance. Freelance marketplaces can work for short, low-risk projects, but your firm carries the full burden of vetting and data security. If tax preparation is core to your practice, a dedicated team gives you consistency season after season. Our managed vs DIY offshoring guide compares both models side by side.

Christopher Rivera

Christopher Rivera

Christopher is the Director of Client Relations and Business Development at MYCPE ONE, a leader known for his energy and people-first approach. Chris leads from the front mentoring teams, driving growth, and building lasting client relationships. With over a decade of experience in sales, coaching, and business strategy, he has helped 5,000 CPAs nationwide overcome challenges and discover new opportunities. Chris is a familiar presence at major accounting conferences, representing MYCPE ONE and shaping meaningful industry partnerships. Passionate about leadership and professional growth, he continues to inspire teams and professionals to reach their highest potential.

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