INCOME TAX COMPLIANCE
We will communicate with you and your client, organize information, prepare the income tax forms, and sign and file the forms.
TAX PROJECT MANAGEMENT
Our team handles the entire tax compliance process, including tracking returns, and ensuring timely filing.
OUTSOURCED TAX SERVICE
Increase your tangible profits this filing season with access to outsourced, experienced professionals ready to take on your tax preparation and review work. With our superior outsourcing offering, your clients will be well served by knowledgeable tax professionals from data collection to the return’s signing and completion.
Individuals & Small Businesses
We will communicate with you and your client, organize information, prepare the income tax forms, and sign and file the forms. Our team handles the entire tax compliance process, including tracking returns, and ensuring timely filing.
Expats and Foreign Returns
We can handle special form requirements like FBAR filings and more to service your entire client base.
TAX PLANNING & CONSULTING
We are more than just an outsourced tax preparation team. We are here to be a resource for all your clients’ tax needs. Starting with our Tier 1 service, our plans include built-in hours to provide tax planning and consulting services to the clients who can benefit the most.
We provide an outsourced tax department for cloud accounting firms, bookkeepers, and wealth managers.
- 30% discount on fixed per return
- On demand consulting
- 2 hours tax planning per client/year
- This package is for companies with a well developed tax book of business
- There is a monthly fee, reduced fixed fee rates per return, included consulting time, and access to priority processing times