Trusted by 30+ CPA Firms

Stop Losing Tax Season to 1040 Backlogs

Trained offshore preparers handle individual returns inside your software – with multi-layer review before anything hits your desk. Scale for season, keep quality year-round.

10,000+
Returns / Year
99%+
Accuracy
55–65%
Cost Savings

Tax season shouldn’t be a survival exercise

Every year, firms scramble to hire seasonal preparers, push extensions, and pile reviews onto partners who should be focused on advisory and client relationships – not fixing misclassified Schedule C income at midnight.

Seasonal Volume Spikes

Your team handles 3x the workload in 4 months. Quality drops, deadlines slip, and burnout compounds.

Preparer Shortages

Qualified 1040 preparers are hard to find, expensive to hire, and slow to onboard – especially mid-season.

Review Bottlenecks

Partners spend 60%+ of tax season reviewing returns instead of managing clients and growing the practice.

Extension Overload

40% of returns go on extension – not because they’re complex, but because there’s nobody to prepare them.

The Real Cost of In-House Tax Prep

$75K+Avg cost per U.S. preparer
40%Returns filed on extension industry avg
3–6 moTime to hire seasonal staff
60%Partner time spent in review
Calculate Your Savings →

Comprehensive 1040 Preparation

From standard W-2 returns to complex multi-state filings – handled by U.S. tax-trained offshore teams inside your software.

Standard 1040 Preparation

W-2 income, standard/itemized deductions, credits, and e-filing for straightforward individual returns.

W-2 & wage income
Standard & itemized deductions
Credit optimization

Complex Individual Returns

Schedule C/E/F, rental properties, K-1 flow-throughs, stock transactions, and multi-source income.

Schedule C/E/F preparation
K-1 flow-through processing
Investment income & capital gains

Multi-State Individual Returns

State allocation, part-year residency, reciprocity rules, and credits for taxes paid to other states.

State income allocation
Part-year residency handling
Credit for taxes paid

Amended Returns & Prior Year

1040-X preparation, corrected schedules, and resolution support for prior-year filings.

1040-X preparation
Corrected schedule preparation
Prior-year return filing

Extension Processing

Estimated tax calculations, Form 4868 filing, and deadline tracking across federal and state extensions.

Form 4868 filing
Estimated tax calculations
State extension coordination

Workpaper Preparation

Review-ready workpapers with source document mapping, tick marks, and preparer notes for efficient partner review.

Source document mapping
Tick mark documentation
Preparer note packages

Your Tax Prep Team in 3 Weeks

A proven onboarding process that gets your 1040 capacity scaled – without the typical offshore headaches.

1

Discovery Call

We learn your return mix, software, review process, and seasonal capacity needs.

2

Team Assembly

We match preparers experienced in individual tax, multi-state filings, and your software.

3

SOP Training

Your team trains on your workpaper standards, review note conventions, and filing procedures.

4

Pilot Engagement

Start with 50–100 returns. We prepare, you review. Scale as season ramps.

Most firms complete onboarding in 2–3 weeks and scale to full capacity within the first filing season.

In-House vs. Accountably

The average U.S. tax preparer costs $65K–$80K in salary. Add benefits, seasonal overtime, training, and turnover – you’re looking at $90K–$110K fully loaded for someone who’s only at peak productivity 4 months of the year.

ComparisonU.S. In-House StaffAccountably
Senior Tax Preparer (Annual)$75,000 – $95,000$28,000 – $36,000
Staff Tax Preparer (Annual)$55,000 – $70,000$20,000 – $28,000
Time to Productivity3–6 months2–3 weeks
Seasonal Scaling✗ Fixed headcount✓ Flexible capacity
Multi-Layer QC Built In✗ Not included✓ 4-tier review
Backup Coverage✗ No coverage✓ Always covered
Return Turnaround SLANo guarantee✓ 48–72 hour standard
Turnover RiskHigh – seasonal churn✓ 98.7% retention

We Work Inside Your Tax Software

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

D
Drake

Drake Tax

Certified Team
L
Lacerte

Lacerte

Certified Team
U
UltraTax

UltraTax CS

Certified Team
P
ProConnect

ProConnect Tax

Certified Team
C
CCH Axcess

CCH Axcess Tax

Certified Team
G
GoSystem

GoSystem Tax RS

Trained Team
+

+ Any Other

We’ll Train
Your software not listed? Request integration support here
Case Study
2,400Returns processed
$180KAnnual savings
5Offshore team members
99.4%First-pass accuracy
Get Similar Results →

How Chen & Associates Handled 40% More Returns in Their First Season

A regional firm with 12 partners serving 3,000+ individual clients was hitting capacity every February. Seasonal hires were unreliable, and partners were reviewing returns until midnight. Within their first season with Accountably, 5 offshore preparers handled 2,400 returns with 99.4% accuracy – freeing partners to focus on client advisory.

“We went from dreading tax season to actually being ahead of schedule.”

– David Chen, Managing Partner

Common Questions

Everything you need to know about our offshore individual tax preparation services.

We scale your team ahead of season based on projected volume. Preparers are pre-trained on your software and workpaper standards before January, so they hit the ground running when returns start flowing.
Every return goes through our 4-tier quality control: preparer self-review, senior review, quality check, and final review. Returns arrive at your desk review-ready with documented workpapers and flagged items.
Yes. Our preparers are trained on Schedule C/E/F, K-1 flow-throughs, rental properties, stock transactions, multi-state allocations, and AMT calculations. Complex returns are assigned to senior offshore staff.
Our team operates across time zones, providing coverage during U.S. business hours and extended hours during peak season. Review turnaround is typically 48–72 hours.
Standard 1040s: 24–48 hours. Complex returns: 48–72 hours. During peak season, we maintain these SLAs by pre-scaling your team ahead of volume increases.
Absolutely. We certify our preparers on Drake, Lacerte, UltraTax CS, ProConnect, CCH Axcess, GoSystem, and other platforms. Your team works inside your systems – no data migration required.

Ready to Scale Your 1040 Capacity?

Get started today and see how much your firm could save with a dedicated offshore tax preparation team.

30-Day Pilot Guarantee
3-Week Deployment
SOC 2 Aligned Security