Tax projection models, strategy documentation, estimated tax calculations, and year-end planning packages prepared by trained offshore analysts – so your advisors sell planning, not just prepare returns.
Most firms bundle tax planning with compliance work instead of selling it separately. The reason? Building projection models and planning packages takes too much time – and there's never enough capacity after tax season to prioritize advisory.
67% of firms give away tax planning as part of compliance fees – leaving thousands in advisory revenue on the table.
Each comprehensive tax projection takes 6–10 hours. Multiply that by your client base and the math doesn't work.
Year-end planning gets rushed because prep season consumed all capacity. By November, it's too late to add real value.
45% of clients who switch firms cite "lack of proactive advice." If you're not planning, someone else will.
From projection models to year-end planning packages – handled by trained offshore tax analysts so your advisors focus on strategy and client conversations.
Comprehensive tax projection models comparing current-year estimates against prior-year actuals and multiple planning scenarios.
Complete year-end planning deliverables including strategy summaries, action items, and deadline calendars for each client.
Quarterly estimated tax calculations and payment schedules with safe harbor analysis and underpayment penalty checks.
Client-ready strategy memos documenting recommended tax positions, savings opportunities, and implementation steps.
Cross-entity tax analysis for clients with multiple businesses, identifying consolidation opportunities and intercompany strategies.
Ongoing quarterly planning updates that keep projections current and identify mid-year strategy adjustments.
A structured onboarding process that gets your offshore tax analysts building projections and planning packages fast.
We learn your planning methodology, projection formats, client types, and software stack.
We match tax analysts with U.S. tax code knowledge and planning experience to your firm.
Your team trains on your projection templates, memo formats, and planning workflow.
Start with 10–15 client projections. We model, you review and present.
Most firms complete onboarding in 2–3 weeks and are delivering tax planning packages within the first month.
A senior tax analyst in the U.S. costs $85K–$110K in salary alone. Add benefits, software licenses, and management overhead – you're looking at $120K+ fully loaded. Meanwhile, the tax planning work they build generates $2,000–$5,000 per client engagement.
| Comparison | U.S. In-House Staff | Accountably |
|---|---|---|
| Senior Tax Analyst (Annual) | $85,000 – $110,000 | $32,000 – $42,000 |
| Tax Analyst (Annual) | $65,000 – $80,000 | $24,000 – $32,000 |
| Time to Productivity | 2–4 months | 2–3 weeks |
| Multi-Entity Planning | Varies by hire | ✓ Standard |
| Year-End Package Templates | Built ad-hoc | ✓ Standardized |
| Backup Coverage | ✗ No coverage | ✓ Always covered |
| Quarterly Update Capacity | Limited bandwidth | ✓ Built into workflow |
| Turnover Risk | High – tax talent scarce | ✓ 98.7% retention |
Our analysts train on your tech stack during onboarding – no migration needed.
Ridgeview had always included tax planning "for free" with compliance work. Partners knew it was valuable but never had capacity to build it into a sellable service. Two offshore tax analysts now build all projection models and planning packages, allowing the firm to sell tax planning as a standalone $2,500–$5,000 engagement. First-year result: 72 new paid planning clients generating $180K in advisory revenue.
"We went from giving away planning to charging $3,500 per engagement. The offshore team builds everything – we just review and present."
– Jennifer Walsh, Managing Partner, Ridgeview Tax AdvisorsEverything you need to know about our offshore tax planning support.
Get started today and see how offshore analysts can help your firm turn tax planning into a revenue stream.