Tax Preparation
Accurate, on-time returns for businesses and individuals — and white-label prep for CPA firms.
Overview
Tax season shouldn't be a bottleneck. We prepare complete, review-ready returns on the tax software you already use, giving business owners peace of mind and giving CPA firms the extra capacity they need when deadlines stack up.
What's included
- Individual returns (e.g. Form 1040 with schedules)
- Partnership, S-corp and C-corp returns (1065, 1120-S, 1120)
- International information returns (5471, 5472)
- Trust and non-profit returns (1041, 990)
- 1099 and year-end information returns
- Sales tax and VAT return preparation
- Tax workpapers and organised review binders
- White-label preparation for CPA & accounting firms
- Extension tracking and deadline calendars
Peak-season capacity
Scale your preparation team up or down without hiring or training.
Review-ready files
Returns arrive with workpapers, notes and open questions flagged for the reviewer.
Your brand, your clients
White-label work stays under your firm's name; we never contact your clients.
Frequently asked questions
Do you sign or file returns?
For CPA firms we prepare returns for your review, signature and e-filing. For businesses, we coordinate with your licensed preparer or a partner CPA for signing and filing.
Which tax software do you use?
We work on Drake, Lacerte, UltraTax CS, CCH Axcess / ProSystem fx, ProConnect and other common packages, usually through secure remote access to your environment.
What is your typical turnaround?
Turnaround depends on complexity and document completeness. We agree on timelines per return type before the season starts and report status daily during peak periods.
Ready to get started with Tax Preparation?
Book a free, no-obligation consultation. We'll review your current setup and propose a clear scope and fixed monthly fee.