Comprehensive Tax Filing and Compliance Services
We provide end-to-end support for the full spectrum of US tax returns. Using a multi-level review process, we ensure your tax filing and compliance services meet the highest standards of accuracy. Our specialized tax preparation services act as a high-performance back-office engine, allowing your partners to focus on high-value client advisory while we handle the heavy lifting of compliance.
Accuracy Rate
Cost Reduction
Delivery
Comprehensive Service Delivery
Detailed breakdown of our Tax Preparation expertise and deliverables.
📚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
Proven Implementation
We follow a rigorous methodology to ensure your Tax Preparation transition is effortless and effective.
Document Collection & Organization
We organize digital shoeboxes into bookmarked, hyperlinked PDF workpapers, cross-referencing all source documents with the draft tax return.
Return Preparation & Review
Our specialists prepare returns using UltraTax, Lacerte, CCH, or Drake, with every return undergoing a Four-Eye review process by a senior tax manager.
Book-to-Tax Adjustments
We handle M-1 & M-3 reconciliations, fixed asset optimization, and shareholder basis tracking to ensure accurate taxable income calculations.
Filing & Client Delivery
Reviewer-ready files delivered overnight via Follow the Sun model, requiring minimal internal oversight before client submission.
The Tax Preparation
Advantage
99% Accuracy via Four-Eye Review
Every return is prepared by a specialist and verified by a senior tax manager. You receive reviewer-ready files that require minimal internal oversight.
Overnight Follow the Sun Delivery
Leverage global time zones to your advantage. Send us data in the evening, and find completed drafts in your inbox by the next morning.
40–60% Operational Cost Reduction
Reclaim your budget by eliminating the overhead of local salaries and benefits. Reinvest capital into firm growth and high-level advisory.
Instant, On-Demand Scalability
Stop the grueling hunt for seasonal staff. We provide immediate bandwidth to handle tax-season surges or sudden new client acquisitions without hiring lag.
Seamless Tech & GAAP Integration
Our team works directly in your existing stack—UltraTax, Lacerte, CCH, or Drake. We follow US GAAP and current tax laws to ensure your brand's quality remains uncompromised.
Driving performance through
strategic financial leadership.
Frequently Asked Questions
Detailed answers to the most common questions regarding our Tax Preparation services.