Tax Preparation Support
Workpapers and draft returns prepared so your reviewers can focus on review.
How We Help With Tax Preparation Support
We take on the preparation stage of tax work, from tidying the books to drafting returns, and hand over organised files for your licensed professional to review and sign.
Work is carried out inside your existing tools, with a named lead, a written scope and a second-person check before anything is delivered.
What We Handle
Individual return preparation
Draft 1040 returns and schedules prepared from client documents.
Business return preparation
Drafts for partnerships, S-corps and C-corps.
Information returns
1099 preparation and sales tax tracking support.
Foreign-owned US entities
Preparation support for foreign-owned LLC filings, including Form 5472.
Books tied out first
Ledgers reconciled before preparation so returns start from clean numbers.
Organised workpapers
Workpapers laid out to make review fast.
Built for Teams Like Yours.
CPA and EA firms that need extra preparers in busy season, and businesses that want tax-ready books all year.
From First Note to Steady Delivery.
Share Your Goal
Tell us what you need and where things stand today. A few lines is enough to begin.
Get a Scoped Plan
We come back with scope, team shape and pricing, and answer every question first.
Pilot the Work
We start with a small, defined piece of work so you can judge the quality.
Deliver and Scale
Your team settles into your tools, and capacity flexes as needs change.
Questions About Tax Preparation Support.
Do you sign or file returns?+
No. Your licensed preparer reviews, signs and files.
Can we use you only in busy season?+
Yes. Seasonal and on-demand hours are both available.
Related Services
Let’s talk about your next project.
Share your goal and we’ll come back with a scoped plan.