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.

FILING

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.

PRICING

We provide an outsourced tax department for cloud accounting firms, bookkeepers, and wealth managers.

The Trial

No Monthly Fee

  • Fixed fee pricing based on number of forms
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The Splash

$1,000

per month
  • 15% discount on fixed per return
  • 8 hours consulting/month
  • This package is built for companies just starting to offer tax compliance
  • Includes fixed fee rates per return and access to a robust tax team for additional needs, at an additional cost
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The Stream

$2,500

per month
  • 20% discount on fixed per return
  • 15 hours consulting/month
  • This package is built for companies with a smaller tax compliance need
  • There is a reduced monthly fee, fixed fee rates per return, and limited included consulting time
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The Oasis

$5,000

per month
  • 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
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THE TAX DEPARTMENT

ALLOWING YOU TO FOCUS ON WHAT YOU DO BEST

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