Offshore Tax Preparation Services
Your competitive advantage starts with us. We’re more than accounting – we’re your profit strategists.
Relieve The Pressure, Elevate Your Profits.
Outsourced Tax Expertise for CPA Firms
Tax season is a high-stakes period, where efficiency is crucial to maximizing your firm’s revenue. Our seasoned tax professionals provide the support you need to navigate this critical time. We deliver meticulous preparation and review of individual (1040) and business (1120/1120S/1065) tax returns, ensuring accuracy and compliance.
Our detail-oriented approach, combined with specialized staff and clearly defined work papers, streamlines the review process, allowing your team to focus on high-level client service.
Services Offered
Individual Tax Return (1040)
Client Data Collection
Gather all necessary personal and financial information from the client.
Technology-Driven Workflow
Utilize tools such as SurePrep, Canopy, or other practice management software to streamline workflow processes.
Tax Return Review
Conduct a comprehensive review of the prepared tax return.
Tax Return Preparation
Prepare the tax return, ensuring accuracy and compliance with current regulations.
Year-over-Year Comparison
Compare the current year's data with the prior year's tax returns for consistency and accuracy.
E-file Diagnostics
Clear any diagnostic issues before electronic filing.
Services Offered
Business Tax Return (1120/1120S/1065)
Financial Statement Analysis
Examine provided financial statements for accuracy and completeness.
Tax Workpaper Preparation
Create detailed workpapers, identifying M-1/M-3 items for reconciliation.
Tax Return Preparation
Complete the tax return, ensuring compliance with all relevant regulations.
Streamlined Workflow
Utilize tools such as SurePrep, Canopy, or other practice management software for efficient workflow management.
Historical Data Review
Evaluate previous year's returns, ownership structure, and other relevant documents.
Book vs. Tax Reconciliation
Prepare workpapers to calculate adjustments between book and taxable income.
Tax Return Review
Conduct a comprehensive review of the prepared tax return.
E-file Diagnostics
Clear any diagnostic issues prior to electronic filing.
FAQs
We handle the time-consuming tasks of data collection, organizer review, tax preparation, and initial review. This frees up your team to focus on higher-value activities like client consultations, complex tax planning, and strategic decision-making.
We have seasoned tax professionals who specialize in business returns. We meticulously analyze financial statements, conduct historical data reviews, and prepare detailed workpapers to identify any discrepancies. We also reconcile book vs. tax income and flag any special filings needed (GILTI, 5471, etc.) for complete accuracy.
Yes! We are well-versed in SurePrep, Canopy, and other practice management software. We’ll seamlessly integrate with your existing technology to ensure a smooth and efficient process.
We offer tax planning and analysis services as part of our comprehensive support. Our team can provide valuable insights and recommendations to help your clients optimize their tax strategies, both for individual and business returns.
Our tax professionals participate in continuing professional education programs to stay current on the latest tax laws. This ensures your clients’ returns are always prepared in compliance with the most recent regulations.