Speak with our experts

Schedule a free consultation with our team of experts!
Service Hero Background
Square

Tax Support for CPAs

Balance Client Demands with Strategic Growth

How do you balance workload vs. demand and scale your firm at the same time?

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.

Why Leading CPA Firms Choose Our Tax Support Services

Smart CPA firms recognize that delegating routine tax functions isn’t just about reducing workload; it’s about having freedom to take on high-value advisory services that drive growth. We support your team by delivering operational excellence and strategic freedom, transforming how you serve clients while positioning your firm for sustainable expansion.
Demand-Responsive Operations
Demand-Responsive Operations
Never turn away business again. Scale instantly during peak seasons, then dial back costs when demand slows. Gain flexibility to capture every opportunity without the overhead burden.
Certified Excellence Standards
Certified Excellence Standards
Access a team of Enrolled Agents with specialized expertise across all tax disciplines. Our multi-tier review process ensures every return meets the highest standards your clients expect from your firm.
Economics That Make Sense
Economics That Make Sense
Get premium expertise without the premium price tag. Cut costs while gaining access to specialized talent that would cost a fortune to hire full-time.
Partnership for Growth
Partnership for Growth
Free your senior partners from routine tasks to focus on what matters most – building relationships, developing new services, and driving strategic growth that scales your practice.
Becoming Your Strategic Partner

Becoming Your Strategic Partner

From initial consultation to full integration, our tax support team ensures a smooth transition that enhances your operations without disrupting your current workflow. We handle complexity so you can focus on serving your clients.

  • Discovery & Strategic Planning
    Comprehensive consultation to understand your workflow, software preferences, and capacity needs, resulting in a customized service delivery blueprint.
  • Secure System Integration
    Technical setup of secure data protocols and seamless integration with your existing tax software platforms without disrupting current operations.
  • Quality Alignment
    Pilot projects establish quality benchmarks, communication protocols, and delivery standards that match your firm’s expectations and client commitments.
  • Operational Launch
    Full integration with dedicated project management, real-time communication channels, and continuous performance monitoring.
  • Partnership Evolution
    Regular reviews, process optimization, and capacity planning ensure our services scale with your firm’s growth and changing requirements.

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

Domestic, Inpatriate & Expatriate Individual Tax Compliance

Individual income tax return preparation (Forms 1040, 1040-NR), foreign income exclusion and tax credit calculations, plus tax equalization and hypothetical tax support for international compliance requirements.

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 Compliance

State & Local Tax (SALT) Compliance

State, city, and franchise tax return preparation and filing for business entities across multiple jurisdictions with comprehensive property tax reporting services.

Our Credentials:

AICPA
PCI
ISO
Hitrust Logo
Globalization
Guardian
Healthequity
Suralink
“Our firm has worked with alliant for past four years, and their support in tax services has strengthened our capabilities and provided valuable flexibility. We’ve referred them to other firms in our network and partnered with them in industry events which speaks to the confidence we have in the relationship.”
Headshot Thumbnail
Richard L Craig
415 Group Inc
ALLIANT ADVANTAGE
ALLIANT ADVANTAGE

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.

Can’t find the answer you’re looking?
Contact Us

Frequently Asked Questions

Can’t find the answer you’re looking?
Contact Us

OTHER SERVICES

Other Services Background

Solutions tailored to your needs

Valuation
Valuation
Precise, defensible business valuations for M&A, litigation, tax, and strategic planning.
Audit
Audit
Strategic consulting to help clients navigate challenges and capitalize on opportunities.
Client Accounting Services (CAS)
Client Accounting Services (CAS)
Complete accounting support from bookkeeping to financial reporting and analysis.

Speak with our experts

Schedule a free consultation with our team of experts!