Tax Preparation Outsourcing Services Built Better

It means handing defined tax work to an outside professional instead of doing it yourself or loading it onto your staff. With us, that can cover sorting source documents, preparing business and individual returns and schedules, checking the books for gaps before filing, and flagging compliance problems. A good arrangement spells out who does what, how review works, how files are secured, the deadlines, and who signs and files.

Usually a business that's grown past simple returns: companies with $5M or more in revenue, government contractors whose tax numbers have to agree with their incurred cost submissions, firms with income from more than one country, and individuals with several income streams or rental properties. It also helps internal accounting teams that run out of hours every March and April.

Simple: it doesn't leave our team. Unlike many outsourcing providers, we don't send returns to overseas processing centers. All work is done by our own U.S. based staff, and some team members hold active federal security clearances. We use secure upload for documents and only ask for what the engagement needs. If you have your own data handling rules, tell us at the start and we'll work within them.

Yes. The founder is an IRS Enrolled Agent with unlimited practice rights before the IRS. That's a real advantage over a preparation only vendor: if a return we prepared draws a notice, an audit or a collection letter, the same person who knows your file can step in and represent you, instead of you starting over with someone new.

Yes. Catching up on missing years is often step one in fixing an IRS problem, and it's work we do regularly. We prepare the late returns from transcripts and your records, then plan them around whatever comes next, whether that's a payment plan, penalty relief or an offer. Sloppy late filings can make the resolution harder, so we take the time to get them right.

For a business: last year's returns, the year end trial balance or general ledger, financial statements, payroll reports, bank and credit card statements, fixed asset records, ownership details and support for credits. For individuals: W-2s, 1099s, K-1s, brokerage statements and records for any deductions. Multistate or foreign activity needs its own detail. A labeled, complete package saves everyone time.

Yes, and that's where we differ from most outsourcing shops. If a return shows a balance you can't pay, or old penalties are still sitting on the account, we look at the real options: an installment agreement, penalty abatement, Currently Not Collectible status or an Offer in Compromise. Which one fits depends entirely on your numbers, and we won't promise a result before we've seen them.

Earlier than you think. If we start in January, we have room to clean up records and ask questions without a deadline breathing down our necks. Businesses with payroll problems, unfiled years, filings in several states or foreign reporting should contact us even sooner, since those need extra schedules and review.