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Xconcile

Dedicated Tax Support

Hire Dedicated Tax Preparation Staff

Build a reliable tax preparation team without the time and cost of managing every hiring detail. Get access to trained tax professionals who can support your firm with accurate, organized, and timely tax preparation work.

  • Experienced Tax Professionals
  • U.S. Tax Expertise
  • Flexible Engagement Models
Tax professional in glasses reviewing printed documents beside her laptop

Experienced Tax Professionals, Ready to Support Your Team

Whether you need dedicated tax preparation staff for ongoing work or additional support during busy periods, Xconcile provides experienced tax professionals to work alongside your team. They can support individual and business tax returns, tax workpapers, compliance tasks, tax research, and other day-to-day tax preparation work.

Our professionals use your existing tax software and follow your established processes and workflows. From ongoing outsourced tax preparation to seasonal support and specific tax projects, you can choose the level of support that fits your firm's workload.

  • Flexible Engagement Models
  • Tax document organization & preparation
  • Tax research and compliance support

Key Benefits

Why CPA Firms Hire Tax Preparation Staff

Get additional tax preparation support when workloads increase, deadlines approach, or your existing team needs help managing returns and related tax work.

  • Increase Tax Preparation Capacity

    Add experienced tax professionals to help your team manage more tax work.

  • Reduce Workload

    Get help with tax preparation, workpapers, research, and other routine tax tasks.

  • Support Filing Deadlines

    Add support during busy tax seasons and manage higher workloads around important deadlines.

  • Flexible Support

    Choose the level of support you need, from seasonal help to ongoing dedicated tax professionals.

  • Focus on Higher-Priority Work

    Reduce routine tax work so your CPAs and senior staff can focus on clients, reviews, and other important work.

Our Tax Expertise

Our Tax Professionals Have Expertise in

Add skilled tax preparation professionals to your team and handle changing workloads without affecting your existing processes.

  • Individual Tax Return Preparation

    Support the preparation of individual income tax returns, including organizing client information, entering tax data, and preparing supporting documentation.

  • Business Tax Return Preparation

    Assist with business and entity tax return preparation by handling tax data, documentation, supporting schedules, and other preparation tasks.

  • Partnership Tax Return Support

    Provide assistance with partnership return preparation, including organizing financial information, preparing supporting workpapers, and compiling required documentation.

  • Corporate Tax Return Support

    Help prepare corporate tax returns and supporting documentation while following your firm's established processes and review procedures.

  • Tax Data Entry

    Handle repetitive tax data entry and organize tax documents, financial records, and supporting information to keep your preparation workflow efficient.

  • Tax Season Support

    Add additional tax preparation capacity during busy season, filing deadlines, and periods of increased workload without expanding your permanent internal team.

Hiring Models

Flexible Accounting Engagement Models

Choose the support model that fits your workload, scope, and accounting needs.

  • 01

    Seasonal Tax Preparation Staff

    Flexible help when you need it

    Flexible help when tax season gets busy

    • Seasonal support
    • 1040 & business
    • Overflow help
    • Flexible terms
  • 02Most Popular

    Dedicated Tax Preparation Staff

    Consistent support from a dedicated professional

    Consistent support from a dedicated professional

    • Dedicated staff
    • 1040–1120-S
    • Custom SOPs
    • Review-ready
  • 03

    Project-Based Accounting

    Focused support for defined assignments

    Focused support for defined tax projects

    • Backlog cleanup
    • Extensions
    • Multi-state
    • Fixed scope

Hiring Process

Hire Your Dedicated Accounting Team in 5 Simple Steps

Choose the most elastic model of engagement that suits your needs to maximize returns within your budget.

  1. Share Your Requirements

    We learn about your workload, tax services, systems, and staffing needs.

  2. Discuss Your Needs

    Identify professionals based on the skills and experience you require.

  3. Meet the Professionals

    Professionals work within your existing systems and processes.

  4. Select Your Support

    Your dedicated staff begins supporting your defined tax activities.

  5. Start Your Engagement

    Adjust your level of tax staffing as your workload changes.

Accounting team reviewing figures together on a monitor
Accounting professional smiling while working on a tablet

U.S. Accounting Expertise

50+Accounting Experts

Avg match 48h

  • Pre-Vetted Talent
  • Timezone Aligned
  • Zero Hiring Risk

Experience Levels

Choose the Right Tax Professional for Your Needs

Choose a flexible engagement model that fits your needs and budget.

  • Junior Level

    Associate Tax Preparer

    6 months - 2 years

    Core Responsibilities

    • Tax Indexing: Sorting and bookmarking digital tax organizers into standardized PDF workpapers
    • Basic Form 1040: Entering data for simple individual returns (W-2, Interest, and Dividends)
    • Drafting Workpapers: Creating lead schedules for simple Schedule C (Sole Proprietor) businesses
    • Pro-forma Migration: Rolling forward previous year data into the current year software
    • Document Organization: Managing and organizing tax source documents with proper indexing
  • Mid LevelMost Popular

    Senior Tax Associate

    3-5 years

    Core Responsibilities

    • Entity Returns: Preparing Form 1065 (Partnerships) and Form 1120S (S-Corps)
    • Book-to-Tax (M-1): Calculating adjustments between financial net income and taxable income
    • Depreciation Logic: Calculating MACRS, Section 179, and Bonus Depreciation for business assets
    • Sales Tax Compliance: Managing multi-state nexus studies and filing via TaxJar or Avalara
    • Complex Schedules: Preparing Schedule E (Rental Properties), Schedule D (Capital Gains), Schedule C (Business)
    • State Tax Returns: Preparing multi-state individual and business tax returns
  • Senior Level

    Tax Manager / Specialist

    5+ years experience

    Core Responsibilities

    • International Compliance: Preparing high-penalty forms like 5471 (CFCs) and 5472 (Foreign-owned US corps)
    • Advanced Form 1040: Handling High-Net-Worth individuals with complex Schedule E (Rentals) and multi-state K-1s
    • Notice Resolution: Drafting formal responses to IRS and State tax notices
    • Estate & Trust: Preparing Form 1041 (Fiduciary) and Form 706 (Estate/Gift Tax)
    • Tax Planning: Providing strategic tax planning advice and optimization strategies
    • Quality Review: Performing final quality reviews of complex returns prepared by junior staff

Who We Support

Who Can Hire Tax Preparation Staff?

Whether you need dedicated tax support, additional engagement capacity, or seasonal assistance, our tax professionals can work within your existing team and tax workflows.

  • Four business owners standing together in a modern office

    Startups

    Get the tax support you need without building a large in-house team. We help with tax preparation, bookkeeping, compliance, and reporting as your business grows.

  • Small business owner working on a laptop at his desk

    Small & Medium Businesses

    Get additional support with tax preparation and compliance when your team needs extra capacity. Reduce the workload on your internal team and keep recurring tax work on schedule.

  • Accountant reviewing financial charts next to a calculator

    CPA & Accounting Firms

    Add experienced tax professionals to your team to handle tax preparation work, support client needs, and manage higher workloads.

Why Choose Xconcile

Why Choose Xconcile for Tax Preparation Support

Build your accounting team with experienced professionals who work with your systems, processes, and day-to-day requirements.

  • Experienced Professionals

    Skilled professionals with experience in tax preparation.

  • Reduce Team Workload

    Give your team support with routine tax tasks.

  • U.S.-Focused Expertise

    Support built around U.S. tax preparation requirements.

  • Flexible Engagements

    Choose support that fits your workload and staffing needs.

  • Workflow Integration

    Work within your existing systems, processes, and tools.

Colleagues celebrating with a high five at a meeting table
Accounting team collaborating at their desks
Team members joining hands over a desk
Accounting Experience
10+
Businesses Supported
1K+
Accounting Professionals
50+
Reconciliation Accuracy
98%

Security & Data Protection

Tax preparation involves sensitive financial and personal information. Our professionals follow defined processes for handling tax documents, financial information, and file exchanges.

Your Financial Data is Handled with Care

  • Information Security

    • ISO/IEC 27001:2022

      Security compliance

    • Confidentiality

      Security compliance

    • Secure Data Handling

      Protected information

  • Physical Security

    • Controlled Office Access

      Building entry

    • CCTV Monitoring

      Security compliance

    • PC & Workstation Locks

      Device security

  • Logical Access Control

    • User-Based Access

      Identity and permissions

    • Restricted Client Access

      Limited permissions

    • System Access Controls

      System configuration

Software Expertise

Your Tools, Our Expertise

Work with professionals experienced in major accounting platforms and tools, without changing the workflows your business already relies on.

Tax Preparation Software

  • Ultratax CS
  • Lacerte
  • ProSeries
  • CCH ProSystem fx
  • CCH Axcess Tax
  • Drake Tax
  • GoSystem Tax RS
  • TaxAct Proffesional

Sales Tax Platforms

  • Avalara
  • TaxJar
  • Vertex
  • Sovos

Document Management

  • SafeSend Returns
  • GruntWorx
  • TaxDome
  • SmartVault
  • ShareFile

Workflow Management

  • Canopy
  • Karbon
  • Financial Cents
  • Tax1099

FAQ

Frequently asked questions

Learn more about tax preparation staffing, costs, qualifications, and flexible support.

Our tax professionals support individual tax return preparation, business tax return preparation, partnership and corporate tax return support, tax data entry, and additional capacity during tax season. They also help with tax workpapers, compliance tasks, and tax research.

Yes. You can hire dedicated tax preparation staff for consistent ongoing support, add seasonal staff when tax season gets busy, or bring in project-based help for backlog cleanup, extensions, and multi-state work.

Yes. CPA and accounting firms can add experienced tax professionals to their team to handle tax preparation work, support client needs, and manage higher workloads, using the firm's existing tax software, processes, and workflows.

We add tax preparation capacity during busy season, filing deadlines, and periods of increased workload. Our professionals take on routine tax work so your CPAs and senior staff can focus on clients, reviews, and other important work.

Yes. Our professionals support individual income tax returns as well as business, partnership, and corporate tax returns, from organizing client information and entering tax data to preparing supporting schedules, workpapers, and documentation.

Startups, small and medium businesses, and CPA and accounting firms can all use our tax preparation support, whether they need dedicated staff, extra capacity, or seasonal assistance.

Yes. Share your requirements, discuss your needs, meet the professionals, and select your support. Your dedicated staff then begins supporting your defined tax activities, and you can adjust your level of tax staffing as your workload changes.

Looking for Dedicated Tax Preparation Professionals?

Get the tax preparation support your business needs to keep work moving.