Outsource Tax Preparation Services

Can't find tax preparers?
We already have them.
Every return, your way.

Outsource tax preparation – 1040, 1065, 1120S, 1120, multi-state, and more – to a dedicated offshore team without losing control of quality. Your review process. Your workpapers. Your standards. We just prepare the returns.

U.S.-managed deliveryNo long-term contractsAll return types supported

70+ firms outsource their tax preparation through Accountably

Your custom plan – team size, return types, and per-project pricing.

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The problem

Three ways tax season breaks your firm every year

300K

The U.S. lost 300,000 accountants in two years

The talent pool is shrinking. Qualified tax preparers are harder to find every season – and the ones left are already taken.

$150/hr

Partners are preparing returns instead of reviewing them

Your highest-value people buried in 1040s and K-1s instead of advising clients and growing the firm.

Oct 15

Extensions pile up because you ran out of hands

You file extensions to buy time, but October hits the same way April did – understaffed and behind.

Sound familiar?

Your last tax prep provider vs. your next one

Typical providers

Generic preparers, generic outputNever seen your workpapers or review notes.

You're the quality controlReturns come back half-done. You rework more than you review.

You manage everythingTraining, oversight, deadlines – all on you.

Weeks to get productiveBy the time they're trained, the deadline passed.

Locked into long contracts12-month minimums, seasonal or not.

With Accountably

Your workpapers, your standards, day oneEvery return follows your firm's review process.

You review clean returns, not raw draftsThree-layer QC before anything reaches you.

Your U.S. manager runs the teamYou get completed returns, not management overhead.

Delivery on your timeline, not oursWe follow your SOPs and turnaround targets – every return, every deadline.

No lock-ins, no minimumsScale up for tax season. Scale down after. Walk away anytime.

Most firms that outsource tax preparation were already outsourcing – just with the wrong partner.

The solution

Fill the gaps. File more returns. Keep the margin.

Not a staffing agency. Not seasonal temps. A structured offshore tax preparation team that gives your firm the capacity it can't find locally.

Say yes to every return. Even when your bench is full.

1040 · 1065 · 1120S · 1120 · Multi-state · and more

Every return matches your review standards.

Your workpapers · Your checklists · Your review process

You stay in control. Your clients stay with you.

Extensions · Amendments · Prior-year catch-ups

How it works

Live in weeks. Not months.

Step You do What happens

Step 1

Map

You do: Share your workpapers

What happens: Your review process is documented

Step 2

Match

You do: Meet your dedicated POC

What happens: Your dedicated POC is assigned

Step 3

Route

You do: Nothing changes

What happens: Returns flow through your systems

Step 4

Execute

You do: Focus on advisory

What happens: Returns prepared and QC'd

Step 5

Ship

You do: Review and file

What happens: Done the way you'd do it

Data security

Your clients' tax data never leaves your control.

Every return runs through your systems with your permissions. Nothing is stored outside your environment.

256-bit encryption

AES-256 in transit and at rest. No client data on personal devices. Ever.

Individual NDAs

Every team member signs an NDA before accessing any file. We share the template on the call.

Role-based access

Each person sees only the returns they work on. Access revoked same day on offboarding.

Secure VPN connections

All access through monitored, encrypted VPN tunnels. No open internet access to your systems.

Activity audit logging

Every action logged and auditable. You can review who accessed what, when.

Background-verified staff

Every team member background-checked before assignment. Zero exceptions.

Your U.S. account manager walks through full security protocols on the call. Ask anything – we're an open book.

Case study

From turning away returns to $214K in new tax revenue.

Firm profile

Southeast CPA firm – 18 staff, 4 partners

Timeline

2 tax seasons

New revenue

$214K/yr

The problem

Four partners preparing returns themselves because they couldn't find qualified preparers in their market. Turning away 40+ individual and business returns every year – and losing those clients to firms that could handle the volume.

What changed

Started by outsourcing 10 individual returns as a pilot. Dedicated tax team trained on their workpapers, review checklists, and UltraTax setup. All returns matched their standards before delivery.

2 tax seasons later

280+

returns prepared

open roles to fill

38%

higher margins

"We went from turning returns away to running a full tax practice without competing for talent we couldn't find. Partners are back on advisory and the margins are better than when we did it ourselves."

James R. – Managing Partner

From firms like yours

They had the same doubts. Here's what happened.

★★★★★

We outsource tax preparation for about 120 returns a season now. First year I checked every single one. By the second season I stopped because there was nothing to catch. Their QC process is better than most in-house teams I've managed.

Kevin W., CPA

Managing Partner – 24-person CPA firm

★★★★★

I'm a solo EA filing in three states. I was capping my practice at 80 returns because that's all I could handle alone. Now I outsource tax prep services and I'm at 140 returns. Per-project pricing means I only pay for what I need.

Rachel M., EA

Owner – Multi-state EA practice

★★★★★

Last season we scaled from 4 preparers to 10 in January and back to 4 by May. No recruiting, no training, no layoffs. Outsourcing tax preparation finally works the way it should.

Tom H.

Partner – 16-person CPA firm

★★★★★

Kevin W., CPA

Managing Partner – 24-person CPA firm

★★★★★

Rachel M., EA

Owner – Multi-state EA practice

★★★★★

Last season we scaled from 4 preparers to 10 in January and back to 4 by May. No recruiting, no training, no layoffs. Outsourcing tax preparation finally works the way it should.

Tom H.

Partner – 16-person CPA firm

★★★★★

One kickoff call on Monday. By Wednesday they were in our Lacerte. Friday I had three completed 1040s in my inbox – on our workpapers. I think I spent maybe two hours total on setup.

Priya N., EA

Solo practitioner – 4 states

★★★★★

The thing I didn't expect: I don't manage them. At all. There's a U.S. account manager who handles everything. I just open my inbox, review clean returns, and send them to clients. That's literally it.

Mark D.

COO – 20-person accounting firm

★★★★★

Extensions used to be our nightmare. We'd file 200+ extensions every April because we couldn't keep up. This year we filed 40. The outsourced team handled the rest before deadline. Game changer.

Brian S., CPA

Partner – 12-person CPA firm

★★★★★

One kickoff call on Monday. By Wednesday they were in our Lacerte. Friday I had three completed 1040s in my inbox – on our workpapers. I think I spent maybe two hours total on setup.

Priya N., EA

Solo practitioner – 4 states

★★★★★

Mark D.

COO – 20-person accounting firm

★★★★★

Extensions used to be our nightmare. We'd file 200+ extensions every April because we couldn't keep up. This year we filed 40. The outsourced team handled the rest before deadline. Game changer.

Brian S., CPA

Partner – 12-person CPA firm

FAQ

Still thinking it over?

What types of tax returns can I outsource?

Individual returns (1040), partnership returns (1065), S-corp (1120S), C-corp (1120), multi-state filings, extensions, amendments, and more. If your clients need it prepared, we can handle it. Whether you're a CPA firm, EA practice, or accounting firm – we work across all return types and match your firm's niche.

How long until my first completed return?

Your outsourced tax team goes live within 3 weeks. From there, returns are delivered according to your SOPs and turnaround targets – not a one-size-fits-all timeline. We scope delivery based on the complexity and volume of your work, so every return ships on your schedule.

How does billing work?

You're billed bi-weekly based on completed returns. Pricing is per return – scoped to complexity, form type, and turnaround. No per-seat fees, no retainers. Outsourcing tax preparation should be a profit center, not a cost center.

Who reviews the return before I see it?

Every return goes through three layers – preparer, senior reviewer, then dedicated QC – before it reaches you. All reviewers are experienced tax professionals. You review clean output, not raw drafts.

Can I scale up for tax season and back down after?

Yes. Most firms ramp up January through April, then scale back. No recruiting, no layoffs, no long-term commitments. Outsource tax preparation when you need it, pause when you don't.

How do you handle IRS compliance and accuracy?

Every return is prepared following current IRS guidelines and your firm's review standards. Our three-layer QC process catches errors before they reach you. You maintain final review authority – nothing gets filed without your sign-off.

What if I want to stop?

Walk away. No long-term contracts, no penalties, no exit fees. Outsourcing tax prep should be risk-free – and with us, it is.