How CPA Firms Can Prepare for the 2027 Tax Season: A Practical Checklist
Seven practical steps to get your CPA firm ready for the 2027 tax season: staffing, client documents, software, review…
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Tax Preparation Outsourcing Services for US CPA Firms
Scale your firm's capacity and eliminate tax-season burnout with precision white-label support.
- Flexible Tax Support
- Faster Tax Preparation
- Experienced Tax Professionals
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Tax Expertise
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Businesses Supported
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Tax Professionals
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Tax Preparation Support for Growing CPA Firms
Growing tax workloads can make it challenging for CPA firms to manage every return and related task with their existing team. During busy periods, additional preparation work can put pressure on staff, affect turnaround times, and leave less time for client-facing and higher-level work.
Xconcile provides outsourced tax preparation support for U.S. CPA firms, helping extend your team's capacity when you need it. Our professionals can handle tax return preparation, workpapers, supporting documentation, and other tax-related tasks within your established processes and software. Whether you need seasonal support or ongoing assistance, you can choose the level of support that fits your firm's workload.
- Trusted Tax Preparation Support
- Experienced Tax Professionals
- Secure, Confidential Processes
Key Challenges
Why Businesses and CPA Firms Outsource Tax Preparation
When tax workloads increase, keeping up with every deadline can be difficult. Outsourcing gives businesses and CPA firms extra preparation support when they need it.
Services
Our Tax Preparation Outsourcing Services
Support your tax workload with experienced professionals handling tax returns, compliance tasks, and workpaper preparation for CPA firms and businesses.
Workpaper Preparation & Indexing
- Organizing digital "shoeboxes" into bookmarked, hyperlinked PDF workpapers.
- Cross-referencing source documents (W-2, 1099, 1098) with the draft tax return.
Income & Investment Reporting
- Schedule C: Profit/Loss from Business (Self-employed) with home office and auto-expense calculation.
- Schedule D: Capital Gains/Losses reconciliation from brokerage statements (1099-B).
- Schedule E: Rental property income and expense tracking (including depreciation).
Credits & Deductions Optimization
- Itemized Deductions (Schedule A) vs. Standard Deduction comparison.
- Calculation of Child Tax Credits (CTC), Education Credits (1098-T), and Energy Credits.
Entity-Specific Preparation
- Form 1120/1120S: Federal and State Corporate/S-Corp income tax returns.
- Form 1065: Partnership returns with complex capital account maintenance.
Technical Tax Tasks
- M-1 & M-3 Reconciliations: Bridging the gap between financial net income and taxable income.
- Fixed Asset & Depreciation: MACRS vs. Section 179/Bonus Depreciation optimization.
- Shareholder Basis Tracking: Maintaining accurate basis logs to ensure tax-free distributions.
Year-End Information Returns
- Bulk 1099-NEC/MISC preparation and electronic filing for contractors.
Inbound (Foreign-Owned US Entities)
- Form 5472 & 1120: Reporting transactions between US corporations and 25% foreign shareholders.
- FIRPTA Compliance: Forms 8288/8288-A for foreign persons selling US real estate.
Outbound (US Entities/Persons Overseas)
- Form 5471: Information returns for US persons with respect to certain Foreign Corporations (CFCs).
- Form 8865: Reporting interests in Foreign Partnerships.
- GILTI & Subpart F: Calculation of Global Intangible Low-Taxed Income.
Individual International Reporting
- FBAR (FinCEN 114): Reporting foreign bank and financial accounts.
- Form 8938 (FATCA): Statement of specified foreign financial assets.
- Form 2555: Foreign Earned Income Exclusion for US expats.
Nexus Identification
- Economic and Physical Nexus studies to determine state filing obligations.
Compliance & Filing
- Registration for State Sales Tax permits.
- Monthly, Quarterly, and Annual Sales Tax return preparation and remittance via Avalara or TaxJar.
Audit Support
- Gathering documentation for State Sales Tax audits and responding to nexus inquiries.
Exempt Organizations
- Form 990 / 990-PF: Annual information returns for Non-profits and Private Foundations.
Trust & Estate Taxation
- Form 1041: Fiduciary income tax returns and beneficiary K-1 issuance.
- Form 706/709: Estate and Gift tax return preparation.
Testimonials
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See how Xconcile helps businesses improve efficiency, visibility, and financial operations.
CPA Firms
Workload Impact42% Reduced
Challenge: Growing workload and limited accounting capacity.
Solution: Dedicated outsourced accounting support.
Result: Better financial visibility, streamlined operations, and reduced accounting workload.
How It Works
Our Tax Preparation Outsourcing Process
Our process covers tax requirements, document preparation, return preparation, review, and finalization.
Industries We Serve
Tax Expertise Across Industries
Tax support that fits the structure, operations, and filing requirements of your business.
Why Choose Us
Why Businesses & CPA Firms Trust Xconcile for Tax Preparation
Get experienced tax professionals to support your team with tax preparation work for U.S. businesses and CPA firms when workloads increase or additional capacity is needed.
Tax Expertise
Experienced support for U.S. tax workflows and business requirements.
Tax Preparation Support
Reliable support for tax preparation, tax filing, and financial documentation.
Support Busy Seasons
Scale your team during peak tax and accounting periods.
Flexible Support
Support that fits your processes, workload, and priorities.
Data Security
We keep your financial information safe and confidential with secure processes.
- Accounting Experience
- 10+
- Businesses Supported
- 1K+
- Accounting Professionals
- 50+
- Reconciliation Accuracy
- 98%
Software Expertise
Your Tools, Our Expertise
We work with the tax preparation and accounting software your team already uses, helping streamline workflows and deliver efficient, accurate results without disrupting your existing processes.
Accounting Software
QuickBooks
Xero
NetSuite
Sage
Dynamics 365
Bill.com
Zoho Books
FreshBooks
Tax Software
- UltraTax CS
- Lacerte
- CCH Axcess
Drake Software
Confirmation & Documentation
- ShareFile
- Suralink
Sales & Use Tax
- Avalara
- TaxJar
Testimonials
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See how Xconcile helps businesses improve efficiency, visibility, and financial operations.
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FAQ
Frequently asked questions
Find answers to common questions about outsourced tax preparation services.
Outsourced tax preparation gives U.S. CPA firms and businesses experienced tax professionals who handle tax return preparation, workpapers, supporting documentation, and other tax-related tasks within your established processes and software. Xconcile works as an extension of your team, with seasonal or ongoing support.
Our team prepares individual returns (Form 1040, including Schedules A, C, D, and E), business returns (Forms 1065, 1120, and 1120S), international filings such as Forms 5471, 5472, 8865, 8938, 2555, and FBAR, multi-state sales and use tax returns, and specialized filings including Form 990/990-PF, Form 1041, and Forms 706/709.
Outsourcing reduces your team's tax workload, adds capacity during busy periods without expanding your permanent team, keeps tax records and supporting documents organized for easier review, and lets you handle more client returns while keeping deadlines on track.
Yes. You choose the level of support that fits your firm's workload, whether that is seasonal help during tax season or ongoing assistance, so growing firms can extend their capacity without hiring permanent staff.
Cost depends on the number and complexity of returns, the type of work needed (preparation, workpapers, or compliance filings), and whether you need seasonal or ongoing support. Share your requirements to get a scoped proposal.