Tax Preparation
Federal and state returns prepared by a PTIN holder and reviewed against your checklist, so what reaches your desk is ready for signature review.
What we work with
Overview
A return that arrives at eighty percent costs a partner more time than one that was never sent out. Every return here goes through a second qualified pass against the checklist your firm sets at the start, which is the difference between capacity and more work.
Tax return preparation outsourcing is judged on one thing: how much of it comes back needing rework. A return that arrives at eighty percent costs a partner more time than one that was never sent out, which is why every return here goes through a second qualified review against the checklist your firm sets at the start.
We prepare federal and state returns across Form 1040, 1120, 1120-S and 1065, including Schedule K-1 preparation, partner allocations, multi-state apportionment and nexus tracking. Returns are prepared by a PTIN holder and reviewed before they reach your desk, so your review is a signature review rather than a reconstruction.
Scope
Individual returns including Schedules A through E, multi-state and part-year residency.
C corporation and S corporation returns, including book to tax reconciliation.
Partnership returns with Schedule K-1 preparation and partner allocations.
Apportionment, nexus tracking and state-specific return preparation.
Form 990 and related schedules for exempt organisations.
Extension filings and quarterly estimate calculations against the filing calendar.
What changes
Prepared against your checklist and reviewed once before delivery, so you review to sign.
Scale up for the peak weeks and back down after, without hiring for a three-month problem.
Apportionment, nexus and state-specific rules addressed in preparation, not flagged back to you.
How we work
One qualified person assigned to your firm, working in your software and following your checklists.
A second qualified review against your own review points, before the file comes back to you.
A partner signs off every deliverable, so you always know who is responsible for the work.
Questions
Form 1040 including Schedules A through E, Form 1120 and 1120-S, Form 1065 with Schedule K-1, Form 990 for exempt organisations, plus extensions and quarterly estimates.
Yes. Returns are prepared by a PTIN holder and reviewed by a CPA manager before a partner approves the file.
Yes. We work inside your licence and environment. Drake, Lacerte, UltraTax, ProSeries and CCH Axcess are all in regular use.
Apportionment schedules and nexus positions are prepared as part of the return, with the workings documented so your reviewer can follow the basis.
Industries
The same service reads differently depending on whose books it is. These are the sectors we work across.
Next step
Thirty minutes, free, with one of our partners. Bring your volumes and we will tell you plainly whether we are the right fit.
No obligation. A partner replies, not a sales team.
