Hire an Offshore Tax Preparer Before Busy Season Hits
A trained preparer placed inside your firm in about 3 to 4 weeks, ramped on your software and SOPs, and proven on your own returns before a single live file.
Clear the prep volume. Keep your reviewers on review. Don't trust us. Test us.
What an offshore tax preparer builds for your firm
The prep volume that fills your team's January through April, built to a review-ready standard so your reviewers stay on review.
A preparer builds the return from organizers and source documents: 1040s with the common schedules, 1120 and 1120-S, 1065 with K-1 allocations, and 990 work. They reconcile to source, clear diagnostics, document positions in the workpapers, and hand you an e-file-ready return that ties out. The point is to take the first 80 percent off your reviewers' plates so their time goes to judgment, not data entry.
We place preparers who already understand a firm's review structure and working-paper standards before they touch live returns. Accountably was built by a Washington-licensed CPA who sat the review cycle inside US firms, so the people we place are trained to prepare to the standard a reviewer will accept.
Four sets of eyes before it reaches yours
Most offshore prep gets one pass, if that. Every return we touch moves through four stages before it reaches your reviewer.
Preparer
Builds the return to your SOPs and software.
Senior review
A senior checks the return and catches what a junior misses.
Quality review
An independent pass on accuracy, diagnostics, and compliance.
Final review
Signed off internally so what reaches your reviewer is review-ready.
See the returns before your name is anywhere near them
A preparer feeds your signature. So we prove it on your own returns first, before season.
Before any live, signature-bearing work, we run a Free 40-Hour Proof Pilot: the preparer works a fixed 40-hour block of your own representative returns under our full multi-layer review, and your reviewer grades the workpapers the same way they would grade a new hire. If the work does not meet your bar, you have learned exactly where we stand, with none of your clients touched. If it does, you have a proven preparer ready before the volume lands.
A drive-by trial is a sales tactic. A structured pilot on your own returns is how a firm tests trained people on real work without putting a client at risk. The Proof Pilot proves the work before the relationship starts. The 30-day fit guarantee carries the risk once it does.
What stays with you. What we carry
You keep
- The signature and the e-file authorization
- Final review and professional judgment
- Any position or election that needs a partner's call
We carry
- Preparation of the return to your SOPs
- Structured workpapers and tie-outs
- Diagnostics cleared and supporting schedules
Placed in ~3 to 4 weeks, earned seat by seat
Most firms start with one to three trained people and scale as trust builds. We learn or build your SOPs, run mock returns through a 3 to 4 week ramp before busy season, and keep reviewers over the work so quality holds from day one. You start small, see the returns, and expand seat by seat. When someone rolls off, a trained replacement has already shadowed them, so your workflow never takes a hit.
Pricing is transparent and per-seat, scaled by the return mix and seniority you actually need. No setup fees and no recruitment fees. The cheapest offshore is the most expensive once you count the rework, so we price for trained people and proof, not for a floor.
Questions firms ask before hiring a preparer
Individual and business returns: 1040 with the common schedules, 1120 and 1120-S, 1065 with K-1s, and 990 work. The preparer builds the return from organizers and source documents, clears diagnostics, and hands you an e-file-ready return with workpapers for review.
UltraTax, CCH Axcess, Lacerte, Drake, and ProConnect, plus document and workflow tools like SurePrep, TaxDome, and Suralink. We ramp the preparer on your stack before live returns.
Through a Free 40-Hour Proof Pilot. The preparer works a fixed 40-hour block of your own representative returns under our multi-layer review, and your reviewer grades the workpapers before you commit a client file.
Typically placed and ramped on your software and SOPs in about 3 to 4 weeks. The ramp includes mock returns, so day one of live work is not day one of trust. We recommend ramping before busy season.
No. The signature and the final review stay with your firm. The offshore preparer builds the return and the workpapers underneath, so what reaches your reviewer is review-ready.
Don't trust us. Test us.
If your firm is carrying prep volume into another season, start with a Free 40-Hour Proof Pilot on your own returns. Trained offshore preparers, placed in ~3 to 4 weeks. Not a fit in 30 days? Replaced free.
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