Outsourced Tax Preparation Services

Lower Cost, Improved Workflow and Increased Profit


Outsourced Tax Preparation

Outsourced Tax Preparation

Outsourced Tax Preparation Services for CPA Firms, Authorised Tax Agents & SMEs

We offer top-tier outsourced tax preparation services to CPAs, EAs, Accounting, and Tax Firms across the USA. Our tax preparation outsourcing services can help you deal with compressing tax season by keeping your accounts, records, reports, and more as per the taxation legislation and compliances. We provide year-round and year-end 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. 


Why use Outsourced Tax Preparation Services

We are your augmented team of outsourced tax preparers. We make the convoluted job of tax calculation, preparation, and filing easier for you with an 80% lower investment and 150% faster turnaround time. Our tax preparation outsourcing services help in alleviating staffing constraints and tax season anxiety with ease and professional services. 

  • 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 tax outsourcing 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. 

Our CPA Tax Preparation Outsourcing Process

We start with receiving all the information, documents, current year’s tax organizers, and financial statements from the client via a secured file-sharing portal. On receiving information, we first check the previous year’s return (if any) to re-confirm on completeness of the information and take note of carrying forward balances if any. Before entering the data into the tax preparation software, we analyze and double-check the balance sheet, profit & loss statement, and other relevant data received from the client for 3C’s i.e. Correctness, Consistency & Completeness so that the apparent mismatch can be identified and corrected before commencing return preparation process. After satisfying the accuracy of the details received, we login into the client’s system and tax software and then give a treatment of all items into the tax preparation software including deductions, credits, carry forward balances, etc. Lastly, we submit Tax Returns and Computation PDF files to clients for their review with our comments, observation, and queries. Upon receiving confirmation from the client, we make all required corrections, and then the return is filed.

Our CPA Tax Preparation Outsourcing Process includes the following:

Step 1: Receipt of documents

  • We receive tax organizer/source documents/financial statements and identify the missing information.

Step 2: Verification for 3C’s

  • Analyze documents for 3C’s i.e. Correctness, Consistency and Completeness

Step 3: Tax Preparation

  • Sending estimates
  • Using the client’s Tax software, we enter data into the software in accordance with Tax laws

Step 4: Review & submit

  • Balance sheet
  • Accuracy and validity of return is reviewed and submit the PDFs to the client for approval

Step 5: Confirmation and filling

  • After receiving confirmation from client, submission of the return to revenue authority

We provide CPA Tax Preparation Outsourcing 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

Professional Tax Software Used by CapActix:

Intuit’s QuickBooks accounting software, Intuits Pro-Series, Intuit’s Lacerte, Drake, Creative Solutions’ Ultra-Tax, Turbo Tax, ATX and ProSystem fx ® Suite – CCH and Many more

CPA Tax preparation Outsourcing FAQs

Whenever we think of delegating our responsibility to someone, many questions come in our mind. We tried to response some of the common questions which we received from CPA Partners and Accounting Firms working with us;

We always encourage our clients to use private cloud server for sharing documents over public emails (e.g. Gmail, Hotmail etc.) or cloud (G-Drive, Box, Dropbox etc.). Some of our client has their private cloud and document sharing platform.

Our clients, who don’t have their own platform, we suggest using our own document management portal called “CapDoc”. Using this portal, we create account of our client wherein their people and CapActix’s people have different permission rights to access and process documents. Our people process and if required arrange all the documents or data folder in the cloud portal. To know more about feature of the software please check “Secure Data Transfer and Storage” on our website or you can check introductory video of “CapDoc” on our Youtube channel using below link;


Being an outsourcing partner, we always consider security and confidentiality at priority. This is the reason, rather than depending on third party service provider, we have developed our own Document Management Portal named “CapDoc” which give utmost level of security of client data.

Moving one step ahead, we also offer hosting our portal “CapDoc” on our clients Virtual Private Server. In this way our client can assign viewing rights for documents not only to us but also to other stakeholders while document still remain in their possession and control. To check more features of our software visit our website’s page “Secure Data Transfer and Storage” or watch introductory video on our Youtube channel using link;


AICPA covers issue of using tax return preparation outsourcing service vide Rule 301 “Confidential Client Information”. It provides that, using tax return preparation outsourcing services will not be considered as the release of client’s confidential details and hence doesn’t require specific client approval. Moreover, specific client approval doesn’t require if the member enters into a service agreement with the tax preparation outsourcing company to maintain the confidentiality of its client’s details and implementation of appropriate procedures by the service provider to prevent the unauthorized access of the client’s confidential information is reasonably assured by the member.

However, in case of individual clients (Form 1040), IRS vide section 7216 requires taxpayers to sign a form to agree and give consent for the disclosure. You can check Revenue Procedure 2013-14, section 5.04(e) to check the how to draft the consent form. Otherwise, you can contact us to receive the standard template of the consent form.

In our experience with our associate CPA’s and Authorised Tax Agents, we have observed that when taxpayers trust their CPA or Authorised Tax Agents, they also understand the stress that CPA’s or Authorised Tax Agents go through during the tax season. Therefore, generally taxpayers don’t mind CPA’s taking some support from Tax Preparation Outsourcing Service Partner like CapActix to have stability in life specifically during the pick tax season. Just assurance of CPA’s & Tax Agent’s final review before submitting their returns is enough for them to give consent. CapActix processes tax returns for many CPA firms and Authorised Tax Agents so you will never feel deceived after choosing us.

We charge only for what is agreed and delivered. Apart from service charges, we don’t have any other hidden charges like other service providers. Our service agreement and policies are very transparent and free of any ambiguity which helps us provide vide range of services from Accounting, Tax Preparation to Business Analysis and Virtual CFO.

    Industries we serve


    Real Estate


    Hotels & Restaurants


    Shipping & Logistics

    Power Generations