White-label US tax preparation and accounting support for CPA firms and Enrolled Agents.
Extra capacity in busy season, prepared in Drake Tax and reviewed by an IRS Enrolled Agent.
10+ CPA and EA firms served
What we prepare
- Forms 1040, 1040NR, 1041, 990, 1065, 1120 and 1120-S.
- International Forms, including Form 5472, 5471, 8865, 8938, and FBAR (FinCEN 114).
- Bookkeeping and accounting support.
Also available
Extensions and amended returns
Forms 7004, 4868 and 1040-X.
Other international forms
Forms 5471, 8865 and 8938, and FBAR (FinCEN 114).
Payroll and information returns
Payroll filings, W-2s and 1099s.
Sales tax and multi-state compliance
Multi-state registrations and filings.
Second-level return review
We review returns your firm has already prepared.
IRS notice and correspondence support
Help preparing responses to IRS notices.
Tax research and planning memos
Written research for your clients’ questions.
How it works
1. You send documents
Through your portal or ours.
2. We prepare and review
We prepare in Drake Tax, and an IRS Enrolled Agent reviews every return before it comes back to you.
3. You file
You review, sign and file under your own name.
Why firms work with us
White-label
We work in the background and have no direct contact with your clients.
Reviewed by an Enrolled Agent
Every return is reviewed by an IRS Enrolled Agent.
Confidential
NDA available on request. Documents are shared through a secure portal, and access is limited to the assigned team.
Capacity
A team of 5 supports your busy season. Turnaround is confirmed per engagement.
Time zone and communication
We are available until 2 PM Eastern Time. We communicate by email, through the secure portal and on scheduled calls.
Engagement options
Per return
Send returns as they come in. Each engagement is quoted based on the return type and volume.
Busy-season capacity
Plan ahead with us for the volume you expect, so capacity is ready when your season starts.
Try one return first
Not sure yet? Send us one return at a discounted rate and see our work before you send more.
Pricing
Pricing is quoted per engagement and depends on the return types and volume. Contact us for a quote.
Questions from firms
Book a call or contact us. We talk through your return types and volume, then send a written quote.
Yes. Send us one return at a discounted rate and see our work before you send more.
We prepare returns in Drake Tax.
An NDA is available on request, documents are shared through a secure portal, and access is limited to the assigned team.
No. We work in the background and do not contact your clients unless you ask us to.
Every return is reviewed by an IRS Enrolled Agent before it comes back to you.
We are available until 2 PM Eastern Time.
Pricing is quoted per engagement and depends on the return types and volume.