We prepare, review, and complete the backend tax work for your 1040, 1065, 1120, 1120S, fiduciary, and more.
CPA Firms Partnered
Professionals Across Two Countries
Offices Across 20+ Cities
Clients Supported
Years Serving U.S. & Canada Firms
Refer non-core work to us or add new service lines under your firm
Your leadership team concentrates on advisory, key clients, and growth.
Pass individual or category-specific tax work to us without building a team.
Offer tax services to your clients without creating a tax department.
We handle returns you don’t want to take or scale internally.
Preparation, review, and workpapers handled properly.
Refer clients out or deliver tax services under your firm name as needed.
You keep the tax client. We complete the backend tax work.
For firms looking to expand during season without burning out staff.
We prepare and review business returns your team doesn’t have bandwidth for.
When clients need more than basic prep.
Our collaborative framework offers flexible engagement models tailored to the specific needs and
growth stages of accounting firms, ensuring seamless integration and mutual success.
Ideal for established firms that do not want to deliver certain services internally.
Most Popular
Ideal for firms wanting to expand services without building internal capacity.
Ideal for small firms / solo practitioners wanting to scale or start a new practice.
No-Obligation, Free Sign up to Interview Talent
We understand your services, volumes,
partnership model, and delivery
expectations.
We align on clients, workflows, tools,
access, and communication before work
begins.
Our backend team executes the work
with ongoing quality checks and
reporting.
Our talent works across the tools and platforms firms rely on every day
You don’t need to switch anything. We plug into what you already use.
Prep staff to senior reviewers - all tax-trained.
Strong English, overlap hours, and reviewer-level communication when needed.
Your organizer. Your review notes. Your checklists.
Add reviewers or preparers anytime - especially during peak season.
Handles communication, TAT, review cycles, and delivery quality.
100k+ returns processed across 10+ years for 1,000+ CPA firms.
Get the support you need to handle more clients efficiently without late nights or last-minute chaos.
Get Personalized Outsourced Accounting Services for Your Firm.
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