Tax Support for CPAs
Balance Client Demands with Strategic Growth
Our tax support services solve this by providing a team of Enrolled Agents that scales with real-time demand. This means lower seasonal staffing costs, faster turnaround on larger volumes, and your senior team will be free to focus on strategic growth plans.
Comprehensive Tax Support Solutions for Your Firm
Corporate Tax Compliance
Complete federal and state corporate income tax return preparation and filing, tax notice support, deferred tax calculations under ASC 740, and international reporting compliance including Forms 5471, 5472, GILTI, and FBAR requirements.
Pass-Through Entities (S-Corp, LLCs, Partnerships)
Entity-level tax return preparation (Forms 1065, 1120S), partner/shareholder basis calculations, K-1 preparation and distribution, and compliance with special allocations and state composite filing requirements.
Domestic, Inpatriate & Expatriate Individual Tax Compliance
Trust Tax Compliance
Preparation of Form 1041 with accurate income and deduction allocation to beneficiaries, ensuring compliance with grantor and non-grantor trust rules.
Exempt Organization Tax Compliance
Form 990 series return preparation (990, 990-PF, 990-T), UBIT analysis and reporting, and complete compliance with donor disclosure and Schedule B requirements for tax-exempt organizations.
Tax Estimates and Extensions
Quarterly tax estimates and extension requests (Forms 4868, 7004) to optimize cash flow and ensure timely compliance.
State & Local Tax (SALT) Compliance
Our Credentials:
Insight You Can’t Get Anywhere Else.
Expert-Guided.
Gain an edge with direct access to leading industry experts, policymakers, and former IRS commissioners, who deliver unmatched insights to help you implement new technologies, navigate regulations, and maximize ROI for your business.
How does tax preparation support benefit my practice?
Tax preparation support allows your firm to scale efficiently during peak season while maintaining quality standards. You can handle larger client volumes without hiring additional full-time staff, reduce overtime costs, and free up your senior professionals to focus on advisory services and client relationships. This helps improve turnaround times, reduces bottlenecks, and enhances overall client satisfaction while maintaining your firm’s profitability.
What differentiates your team from other providers?
We don’t just provide talent – we bring technology and process innovation to improve your firm’s efficiency. Our team helps you optimize workflows, implement best practices, and leverage automation tools while introducing proven methodologies that enhance productivity and reduce manual tasks.
What qualifications does your tax team have?
Our tax professionals hold accounting and advanced finance degrees, including credentials like CPA, EA (Enrolled Agent), CA (Chartered Accountant), and AFSP (Annual Filing Season Program) certifications. Team members receive ongoing training on current tax law changes, software updates, and industry best practices.
How does your team and technology integration work?
We start by assessing your existing tax software and workflows, then map out requirements with our dedicated project managers. We adapt to your preferred technology stack, provide secure cloud-based file sharing, and maintain your formatting standards and review processes. Integration typically takes 2-3 weeks with dedicated support for smooth onboarding.
Can you support federal, state, and local tax preparation?
Yes, our team provides comprehensive tax preparation support across all jurisdictions – federal, state, and local tax returns. We have specialist’s familiar with multi-state filing requirements, local tax ordinances, and jurisdiction-specific regulations. Our team stays current with tax law changes at all levels and can handle complex multi-jurisdictional scenarios to ensure full compliance with your clients.
What industry verticals does your team specialize in?
Our team has expertise across multiple industry verticals including professional services, real estate, healthcare, retail, manufacturing, and non-profit organizations, and more. We handle various entity types from individual returns to complex corporate structures, partnerships, and multi-state filings. Our specialists stay current with industry-specific tax regulations and can support specialized areas such as R&D credits, cost segregation studies, and international tax compliance.


