Tax

Tax prep without the season-end crunch

Return preparation and tax-ready workpapers that ease peak-season pressure.

Tax workpapers Return statusPrepared
What's included

Our tax services

Individual returns

Preparation support for 1040s and related schedules.

Business returns

Preparation support for partnership, S-corp and C-corp returns.

Sales tax & 1099s

Sales tax tracking and information-return preparation.

Foreign-owned entities

Support for foreign-owned LLC filings, including Form 5472.

Tax-ready books

Books tidied and tied out before preparation begins.

Workpapers

Organised workpapers that make review quick.

Dedicated team Your teamLead + reviewer
Who it’s for

Built for teams like yours

CPA and EA firms that need preparers during busy season, and businesses that want tax-ready books.

  • Trained on your checklists
  • A named lead and reviewer
  • Flexible capacity
How it works

Getting started

STEP 01

Discovery call

We learn your workflows, software and where the pressure is.

STEP 02

Pilot

A short trial on real work so you can judge quality first.

STEP 03

Dedicated team

Your team is trained on your checklists and tools.

STEP 04

Steady rhythm

Regular check-ins, clear status and one point of contact.

Tools

Software we work in

QuickBooks OnlineXeroGustoADPBill.comDextHubdocZoho BooksKarbonExcel & Google SheetsMicrosoft 365Google Workspace
FAQ

Tax questions

Do you sign returns?

No. We prepare. Your licensed professional reviews and signs.

Can we scale for busy season only?

Yes. Seasonal and pay-as-you-go support are both available.

Let’s talk about your workload.

A free, no-obligation call to see where support would help most.

Book a call