Outsourced Tax Preparation Services

Seamlessly Manage the Pressure of busy Tax Season for Your Firm or Clients

Seamless Process

Tax experts will handle the volume of tax preparation jobs seamlessly.

Diminish Stress

Don’t get stressed while experts can handle tax preparation to filling jobs.

Reap Max Benefits

Get seasonal tax preparation help to yield high returns and tax benefits now and later.

Tax returns prepared
0 +
Staff shortage addressed
0 %
Reduced workload compression during the busy tax season
0 %
turnaround time
0 hrs

Perks of CapActix

Why outsource tax preparation services to CapActix?

We offer top-tier outsourced tax preparation to CPAs, EAs, Accounting and Tax Firms across the USA. Our tax preparation outsourcing services can help you deal with compressing tax season by building a team of outsourced tax preparers and keeping your accounts, records, reports, and more as per the taxation legislation and compliances. We provide year-round and year-end Outsourced Tax Preparation Services to meet your tailored need for accounting and taxation resources. Our highly experienced tax preparers help you achieve high tax benefits without stretching out your budget. Our CPA tax preparation services eliminate complexity and resources otherwise get engaged in matching tax details and preparing returns for clients. Thus, outsourcing tax preparation to India helps CPA firms to concentrate on onboarding more revenue-generating clients and providing them value-added services and individual businesses to leverage the benefits of accurate tax processing.

If you're one of the accountants or CPAs in the US, the bewilderment in tax season is something you might very well understand! Long working hours, fewer staff, and denser client demands all work against any space that may have formerly formed room for growth. CapActix offers offshore tax preparation for CPA firms to provide an extended team and support that takes over all the heavy lifting. We provide tax preparation outsourcing for CPA firms in the USA and streamline your operations without compromising accuracy or compliance.

We are renowned as a topnotch tax preparation outsourcing for CPA firms in the USA that serve CFOs and tax firms in offshore tax preparation for various engagements: an arm of your staff. Regardless of whether support is needed during peak season or across the year, we are prepared to provide flexible and scalable assistance. Our clients typically state that hiring an outsourced dedicated tax preparer for US CPA firm needs through us was like a big load being taken off their shoulders, draining burnout and free time to better attend to their clients.  Our tax preparation outsourcing for accounting firms experience and compliance knowledge means every return is treated with care. Partner with CapActix, where tax season no longer means pandemonium.

Services We Excel At

Our Expertise

Step 1: Receipt of Documents

  • We receive access to the tax organizer/source documents/financial statements and tax software using secured login access or remote desktop access. You no need to transfer the documents/data from your server to our server

Step 2: Verification of 3C’s

  • On receiving information, we first check the previous year’s return (if any) to re-confirm the completeness of the information and take note of carrying forward balances if any. 
  • We then analyze the documents for 3C’s i.e., Correctness, Consistency, and Completeness

Step 3: Tax Preparation

  • Using the client’s Tax software, we enter data into the software in accordance with Tax laws and complete the return preparation in accordance with tax legislatio

Step 4: Review & Submit

  • We update the tax tracker and open item sheets for your review 
  • Accuracy and validity of return are reviewed and submitted to the client for approval

Step 5: Confirmation and Filing

After receiving confirmation from the client, submit the return to the revenue authority   

We provide Outsourced Tax Preparation Services for the following:

  • Individual : Form 1040, Form 1040NR, Form 1040A, and Form 1040EZ 
  • Partnership : Form No 1065 
  • Corporation : Form 1120, Form 1120A, and Form 1120s (For statutory corporations) 
  • NGO : Form 990 
  • Fiduciaries : Form 1041 
  • Estate & Gift Tax : Form 706 
  • Payroll : Form 940, Form 941, Form 944, Form W-2, etc. 
  • Sales & Use Tax : Preparations of Sales & Use Tax Returns for States 
  • Year-End : Form 1099s 

We provide Outsourced Tax Preparation Services for the following:

  • Individual : Form 1040, Form 1040NR, Form 1040A, and Form 1040EZ 
  • Partnership : Form No 1065 
  • Corporation : Form 1120, Form 1120A, and Form 1120s (For statutory corporations) 
  • NGO : Form 990 
  • Fiduciaries : Form 1041 
  • Estate & Gift Tax : Form 706 
  • Payroll : Form 940, Form 941, Form 944, Form W-2, etc. 
  • Sales & Use Tax : Preparations of Sales & Use Tax Returns for States 
  • Year-End : Form 1099s 

Who We Help

Explore the Clients We Serve Through Outsourced Tax Preparation Services

Accountants and Certified Public Accountants (CPAs)

  • We provide dependable tax preparation outsourcing for CPA firms capable of coping with busy times; these include offshore tax preparers for USA CPA firms. Our expert team ensures accuracy, confidentiality, and quick turnaround so you can focus on serving your clients better. 

Chief Financial Officers (CFOs)

  • CFOs of small and mid-sized accounting and tax firms in the USA are confident in our team as we provide constant quality offshore tax preparation services that ensure less pressure on their own resources. With our reliable support, they can scale operations seamlessly and deliver exceptional value to their clients.

Financial Controllers

  • Our tax return outsourcing for accounting firms enables finance directors to have flexible management of tax workloads during periods of urgency owing to filing pressure or regulation updates. This trusted support helps them maintain accuracy, meet deadlines, and keep their in-house teams stress-free.

Legal Firms & Attorneys

  • Outsourced tax preparation services firm are useful for law firms, as we help with straightforward filings even where legal clients need keen tax compliance involving trusts or estates. Our specialized expertise ensures accuracy and timely submission, freeing up legal teams to focus on advisory and casework. 

High Net Worth Clients

  • We assist high-net-worth individuals with diversified sources of income and investments by filing taxes on time and with precision. They can utilize our service of tax prep outsourcing for US tax professionals. This ensures their complex financial portfolios remain compliant while maximizing allowable deductions. 

Entrepreneurs and Startups

  • Our tax preparers and CPAs assist entrepreneurs and startups through flexible offshore tax preparation services built for agility, accuracy, and year-round strategic tax support. This helps founders stay focused on growing their businesses while we handle complex tax requirements efficiently. 

Real Estate Investors and Developers

We offer real estate investors experts on tax matters who are good at tax prep outsourcing to work on tax savings ideas and who help in sorting the forms. With our support, investors can maximize deductions, stay compliant, and focus on expanding their property portfolios. 

Hire At Your Convenience

Hire Dedicated Tax Experts

Tax Season is said to be the busiest time for CPA & EA firms. It is at this time that they need all hands on deck, but what if you could get a whole new ship with its crew members all coming to your aid? You can hire Dedicated Tax Preparers in India and Reviewers from CapActix who have 15+ years of experience in tax filing and have solved thousands of taxes related hurdles.

Result-oriented Solution

Expand your tax client and business growth with the best Outsourced Tax Preparation Services

Outsourced tax preparation for small businesses in the USA by one of the top CPA firms, CapActix, ensures that it helps boost productivity, enhances precision, and plays a major role in cost management. The best part of tax preparation outsourcing for CPA firms, CFO (Chief Financial Officers), and TAX Firms is that such a service can be expanded even beyond the tax period. Tax preparation or tax return preparation outsourcing for US CPAs is highly effective and accurate. Tax preparation outsourcing for startups in the USA facilitates the development of evolving enterprises by reducing the responsibilities of the enterprise with respect to its regulatory requirements.  

Outsourced tax preparation to CapActix will help you drive down complexity, stress, and cost related to taxation with process automation and a highly experienced team.
Outsource a part or complete taxation job to us and anytime scale up to maximize your benefits with our simplified models and short turnaround time.
Our Tax Preparation Outsourcing services are available to CPAs, EAs, Accounting Firms, tax service provider companies, corporate, individuals, estates, trusts, partnership firms, and more.
Our Outsourced Tax Preparation Services cover tax calculation, return preparation, forms and certificate management, review and filing.
We have expertise in all major tax preparation solutions to help you choose the environment you like us to work in for simplified supervision and smooth transition.

Scale Up your clientele by outsourcing tax preparation services to Tax Experts at CapActix.

How We Help You Stand Out

Key Differentiators

01

Interim/Seasonal Support

In addition to outsourced tax preparation for small businesses in the USA, our services extend to providing both CPA firms and CFOs sufficient assistance during taxation seasons so that your operation is always well-prepared and compliant. 

02

Expertise Across Firms

In our tax preparation outsourcing for CPA firms and TAX firms, accountants, enrolment agents as well as startups in the USA are covered to assist them in looking after taxation duties and above and beyond just tax preparation support. 

03

Regulation Compliance

There is tax return preparation outsourcing for US CPAs and tax firms in the USA, we provide services in order to assure that each filing with the IRS is within the legal parameters and social compliance timeframe for CFOs or CPA practices. 

04

Constraint Free

Tax preparation outsourcing for startups in the USA as well as CPA firms either partially or fully and enjoy the systems that allow one to operate with precision depicting flexibility and competence suitable over and above the volume of work and finances. 

We Create Your Ways Digitally

Software We Use

Our Success Stories

How does outsourcing tax preparation to India increase ROI,
hear it from some of them:

It is tricky to manage tax preparation and filling for more than 100 clients and that is also during pick tax season. But CapActix knows this art. They assess tax records fast and rapidly streamline processes to automate multiple jobs. Using the right approach and tools is an impressive skill they possess, and it has helped our CPA firm very well. They helped us create a win-win situation for our firm and clients with their terrific service. –

Robert Newman CPA Principal

We were struggling hard due to meeting tax deadlines and tax season’s pressure on our firm. Luckily, we discovered CapActix and they did a fabulous job. They have been handling our taxation jobs for many years now and we are confident that we don’t even need to look at that side and we can focus on our core competency. Flawless Outsourced Tax Preparation have kept everything well aligned for us and we love that about this offshore firm.

Jeremy David CEO

We are one of those firms that like to invest in tax planning along with preparation, but a shortage of time and sufficient resources often hit us hard. But, CapActix has proven to be a gem for us. They have extensive experience, and they are always updated with the latest compliances to help us maximize return benefits. We are always ready before the time to file the return and we always have accurate data within our reach. We highly recommend CapActix.

– Cathy Saloni Partner

Our Focused Industries

Industries We Serve

E-Commerce

Small Business Accounting
Shipping & Logistics

Franchise

Hotels & Restaurant

Agriculture

Healthcare

Manufacturing

Real Estate

E-Commerce

Small Business Accounting
Shipping & Logistics

Franchise

Hotels & Restaurant

Agriculture

Healthcare

Manufacturing

Real Estate

Frequently Asked Questions

Tax preparation FAQ

Unlock Insights and Find Solutions in our FAQ Page for Hassle-Free Knowledge! We have designed the questionnaire to address all your concerns.
You can hire full time tax preparer for tax season and utilize the same resource for either accounting work for non-tax season at discounted rate or hire for parttime at the same rate
You can go for a return model where you can outsource to us the number of returns you have and pay only for it. You do not need to bear the cost of full-time staff or fixed number of hours cost.
The tax preparer possesses either a bachelor’s degree in accounting, finance, business administration or CPA, CA or EAs. They also have a minimum year of experience working in US Tax Return Preparation and successfully completed minimum 3-4 tax season. In addition, the tax preparer must have a strong understanding of Federal tax and other taxes. We share the CV of the tax preparer with you, and you can conduct the interview before they are assigned to you.
Yes, we do provide either 15 hours of free trial or a couple of returns for you to assess the quality of our tax preparation services. Once you are satisfied then only you can decide to go ahead with CapActix.