Trusted by 70+ Clients

Outsourced Tax Preparation Services That Scale With Every Season

Accountably is a U.S. accounting and tax outsourcing & offshoring services company. Our U.S.-managed offshore tax teams prepare 1040, 1120, 1120S, 1065, 990, 1041, and multistate returns inside your software, following your review process, and deliver review-ready returns with 3-layer quality control – so your team signs off, not starts over.

70+
Clients Served
$56K
Avg. Savings/Role
3 Wks
To Full Production
99%+
First-Pass Accuracy

The Demand for Tax Work Is Rising. The Capacity to Do It Isn't.

Americans spend 7.1 billion hours on tax compliance every year – a $464 billion burden per the NTU Foundation (2025). Every firm, business, and finance team feels it. With accounting graduates dropping to 55,152 and CPA exam candidates falling from 42,626 to 28,082 per the AICPA 2025 Trends Report, the talent to prepare the returns simply isn't there. Outsourced tax preparation closes the gap.

Tax Season Overwhelms Your Team

Extensions pile up. Pass-through filers average 24 hours per return, and you don't have the preparers.

You Hire. They Leave. Repeat.

Public accounting turnover runs 15–22% annually, with post-busy-season departures spiking 40–60%.

Compliance Costs Keep Rising

Tax compliance now costs $536 billion annually – 1.8% of GDP per the Tax Foundation (2025).

Partners Stuck in Review Loops

Young accountants (18–38) had 39% turnover in 24 months per the IMA (2024). The juniors who leave take their workload with them.

The Tax Talent Pipeline Is Broken

Key U.S. accounting staffing metrics, 2024–2025

CFOs Reporting Talent Deficit87%
CPA Exam Decline Since 201630%+
Annual Industry Turnover15–22%
Practices Already Outsourcing Tax56%

Outsourced Tax Preparation, Delivered as a System

56% of accounting practices already outsource or offshore per Rosenberg Associates (2024), with tax as a top service line. Among firms over $20M in revenue, 63% have adopted offshoring per the AICPA MAP Survey (2023). The question isn't whether to outsource tax prep – it's whether your provider delivers review-ready returns with real quality control. That is the difference between a staffing vendor and a delivery partner.

55–65% Cost Reduction

Senior-level tax preparers at $24–29K vs $75–85K in the U.S. – with the global F&A outsourcing market projected to reach $81.25B by 2030.

3-Layer Quality Control

Preparer → senior review → your U.S. team. 99%+ first-pass accuracy – critical when the IRS assessed $84 billion in civil penalties in 2024.

Returns Ready by Morning

Time zone advantage – workpapers and draft returns land before your team logs in.

Scale for Any Season

Add capacity for tax season, scale down after. No overhead, no hiring delays – firms report 10–30% efficiency improvement.

U.S. Hire
Traditional
Accountably
Offshore
Senior Tax Preparer$85,000$29,000
Tax Staff Accountant$65,000$24,000
Tax Associate$52,000$20,000
Time to Productive73+ days3 weeks
$56,000
Average Annual Savings per Role

What Is Outsourced Tax Preparation?

Outsourced tax preparation is the practice of having a trained external team prepare your tax returns and workpapers inside your own software and review process, so your in-house team can focus on review, advisory, and client relationships instead of data entry. It is also called tax preparation outsourcing or offshore tax preparation when the delivery team works from a managed offshore center.

Done well, it is not staffing. A real outsourced tax service runs on documented SOPs, multi-layer quality control, and predictable turnaround SLAs – not a stack of resumes. The preparer drafts the return, a senior reviews it, and your U.S. team signs off. You keep control of the client relationship and the final filing; the production capacity scales up for busy season and back down afterward.

Accountably delivers this as a structured system. Our U.S.-managed offshore teams cover the full return mix – from individual 1040s to corporate, partnership, nonprofit, trust, and multistate filings – and you can choose the engagement model that fits your volume, from a single project to a dedicated team.

Offshore Tax Preparation & Filing Delivery

The IRS received 161.1 million individual returns and over 11.1 million pass-through returns in FY2024. Here's the full scope of what your dedicated offshore tax team handles – inside your systems, following your review process. Each return type has a dedicated page with line-level detail.

Individual Tax Return (Form 1040)

Full 1040 preparation including all schedules, multi-state filings, and review-ready workpapers – covering the 161.1 million individual returns the IRS processes annually.

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Non-Profit Tax Return (990 Series)

990, 990-EZ, and 990-PF preparation with functional expense allocation, compliance checks, and schedule support for exempt organizations.

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Trust Tax Preparation (Form 1041)

Fiduciary income tax returns, distributable net income calculations, K-1 generation, and estate/trust compliance documentation.

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Sales & Use Tax Compliance

Economic nexus tracking, multi-state registration, taxability and exemption-certificate management, returns prep, and audit support.

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Multistate Tax Preparation

State apportionment, nexus analysis support, PTET elections, and multi-jurisdiction coordination – covering nearly 40 states with pass-through entity taxes.

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S

S-Corp Tax Preparation (Form 1120S)

S-Corporation returns, shareholder basis tracking, K-1 generation, and state-level filings – covering 6.08 million S-Corp returns filed annually.

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C-Corporation Tax Return (Form 1120)

C-Corp federal and state return preparation, estimated tax calculations, M-1/M-3 reconciliations, and supporting schedule documentation.

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Partnership Tax Return (Form 1065)

Partnership returns, partner capital account maintenance, K-1 generation, and 754 election support – part of the 5.1 million partnership returns filed annually.

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Tax Outsourcing Engagement Models

Pick the model that fits your return volume and stage. Cost depends on return mix, volume, and which model you choose – see all engagement models for full detail.

Project / On-Demand

Outsource a discrete batch of returns or a single complex filing – no long-term commitment. Best for overflow, a one-off cleanup, or testing the delivery model.

Per-Return Overflow No Lock-In

Dedicated Tax Team

Full-time offshore tax preparers and reviewers working only on your returns, inside your software and review process. Best for stable, year-round production capacity.

Full-Time Your Workflow Year-Round

White-Label Delivery

End-to-end tax delivery teams with a manager and reviewers, working invisibly behind your brand. Best for accounting firms scaling seasonal volume without adding visible headcount.

Brand-Neutral Manager + Reviewers Seasonal Scale

From Kickoff to Tax Production in 3 Weeks

CPA roles take 73 days to fill per Talentfoot (2025) – 41% longer than non-CPA positions. Our offshore tax onboarding gets your dedicated team producing returns in less time than most teams spend interviewing, with predictable turnaround SLAs agreed up front.

Day 1
1

Discovery Call

We learn your return types, software stack, review process, and filing deadlines to design the right tax team.

Week 1
2

Team Assembly

Tax preparers matched to your return mix, trained on your SOPs, templates, and tax software.

Week 2–3
3

Supervised Production

Practice returns with feedback, then live engagements with 3-layer quality oversight.

Ongoing
4

Full Tax Delivery

Consistent return output with QC, turnaround SLAs, and weekly performance reporting.

We Work Inside Your Tax Software

Our teams train on your tech stack during onboarding – no migration, no disruption.

UltraTax CS Certified Team
CCH Axcess Certified Team
ProConnect Tax Certified Team
Lacerte Certified Team
Drake Tax Trained Team
TaxDome Trained Team
Canopy Trained Team
+ Any Other We'll Train
Your tax software not listed? Request integration support here

The Results Clients Actually See

Average outcomes across the 70+ clients we serve.

55%
Average Cost Reduction per Role
3x
More Returns Per Tax Season
99.2%
First-Pass Accuracy Rate
70+
Partner Hours Freed Weekly

Based on aggregated client data from 2023–2025. Industry average savings for offshored finance functions range from 40–60% (Mordor Intelligence 2025). Individual results vary by engagement scope.

Who We Prepare Returns For

From a solo EA to a 50-person accounting firm to an in-house finance team, our tax delivery model scales to fit your return volume and entity mix.

CPA Firms

Scale tax season capacity without adding U.S. headcount. With over 11.1 million pass-through returns filed annually, your team needs structured offshore support to handle volume without sacrificing quality.

1040 / 1120S / 1065 Tax Season Scaling Multistate

Enrolled Agent Practices

Handle growing 1040 volume with trained offshore preparers who understand IRS workflows, filing deadlines, and compliance requirements. Finding qualified staff is the #1 issue for practices per the AICPA – we solve it.

1040 Prep Workpaper Support E-Filing

Businesses & In-House Teams

Hand off corporate, partnership, and multistate return preparation so your finance team can focus on close, planning, and advisory – with the same 3-layer review your auditors expect.

1120 / 1120S / 1065 Multistate Overflow Capacity

Clients That Scaled Tax Season

Real results from the firms and teams using our outsourced tax preparation.

"Our offshore tax team prepared 70% of our 1040s and 1120S returns last season. Quality was excellent – review time dropped dramatically and we filed every extension on time."

MR
Michael Reynolds
Managing Partner, Reynolds & Associates CPA
$142K Saved 3x Volume

"We went from drowning in extensions to filing everything on time. Added 200+ returns to our book without a single U.S. hire. The tax season stress is just gone."

AT
Angela Torres
Founder, Torres Tax & Advisory
200+ Returns Zero Extensions

"After a bad offshore experience, we were skeptical. Accountably's structured QC changed everything – returns arrive review-ready with clean workpapers. Our partners finally have time for advisory."

SK
Steven Kapoor
Partner, Kapoor Whitfield CPAs
99.1% Accuracy 65% Less Review

"Multistate returns were our biggest bottleneck. Accountably's team handles the PTET filings and state apportionment – we went from dreading those returns to processing them faster than our in-house work."

NW
Nancy Walsh
Managing Partner, Walsh & Partners CPA
$97K Saved 2x Capacity

How to Choose an Outsourced Tax Provider

Most tax outsourcing companies look similar on a landing page. Six things separate a delivery partner from a staffing vendor.

1. Verifiable data security

Look for SOC 2 Type II and ISO 27001 – not just a "we take security seriously" line. Confirm encryption, role-based access, and a zero local storage policy against IRS Publication 4557.

2. A multi-layer review process

One preparer with no second set of eyes is how offshore tax prep fails. Ask exactly who reviews the return before it reaches you, and whether your own team holds final sign-off.

3. Documented turnaround SLAs

"Fast" is not a commitment. A real provider agrees a standard window and an expedited option in writing, and holds it through peak season because capacity is planned.

4. Fluency in your tax software

The team should work inside your stack – UltraTax, CCH Axcess, ProConnect, Lacerte, Drake – not export your data into theirs. No migration, no disruption.

5. Flexible engagement models

Your needs change between busy season and the off-season. Look for project, dedicated, and white-label options so you scale up and back down without renegotiating everything.

6. Genuine U.S. management

A delivery partner is accountable for the work, not just the headcount. U.S.-based oversight, SOPs, and KPIs are the difference between outsourcing and resume farming.

Questions Answered

Common questions about outsourced tax preparation, cost, security, and offshore delivery.

Outsourced tax preparation is the practice of having a trained external team prepare your tax returns and workpapers inside your software and review process, so your in-house team can focus on review, advisory, and client relationships. With Accountably, that team is U.S.-managed and offshore-delivered, with documented SOPs and multi-layer quality control.
We prepare 1040 individual, 1120 C-Corp, 1120S S-Corp, 1065 partnership, 990 nonprofit, 1041 trust, and multistate returns. The IRS processed 267 million total returns in FY2024, including 6.08 million S-Corp and 5.1 million partnership returns. Each return type links to a dedicated service page with full scope details.
Outsourced tax preparation typically costs 55-65% less than a comparable U.S. hire. A senior tax preparer runs roughly $24,000-29,000 through a dedicated offshore model versus $75,000-85,000 in the U.S., averaging about $56,000 in annual savings per role. Final cost depends on return mix, volume, and engagement model. Book a discovery call for a scoped quote.
3-layer QC: preparer self-review, senior peer review, then your U.S. team's final sign-off. We maintain 99%+ first-pass accuracy. Research from Frontiers of Computer Science (2024) found that 94% of business spreadsheets contain errors – our structured QC process eliminates the rework that comes from uncontrolled preparation workflows.
Most failures happen because vendors supply staff without structure. We build delivery systems – SOPs, QC layers, turnaround SLAs, and U.S. management. The teams succeeding with offshore tax prep are those with structured delivery partners, not staffing vendors. Nearly half of all firms now outsource per Inside Public Accounting (2024). That's also why we offer a 30-day pilot guarantee.
SOC 2 Type II certified, ISO 27001 compliant. Biometric-access facilities, encrypted data in transit and at rest, VPNs, MFA, strict role-based access, zero local storage policy, and annual penetration testing. All staff are NDA-bound and background-verified – meeting or exceeding IRS Publication 4557 data security requirements. See our data security and compliance page for full detail.
We commit to predictable turnaround SLAs agreed at onboarding, typically a standard window with an expedited option for time-sensitive returns. Because our teams work in your time zone offset, draft returns and workpapers are often ready before your team logs in, and SLAs hold through peak season because capacity is planned, not improvised.
Evaluate six things: verifiable data security (SOC 2 Type II, ISO 27001), a multi-layer quality-control process, documented turnaround SLAs, fluency in your tax software, flexible engagement models, and genuine U.S. management rather than a pure staffing handoff. A provider that delivers review-ready returns inside your workflow, not just resumes, is the one to choose.

Outsource Your US Accounting & Tax to a Trusted Partner

Trained U.S.-led offshore teams for accounting, tax, payroll, and audit support. Documented SOPs and turnaround SLAs. No resume farming. Start producing returns in 3 weeks.

30-day pilot guarantee
3-week deployment
SOC 2 aligned