Built for Enrolled Agent practices

You Have Unlimited Practice Rights. You Shouldn't Have Unlimited Work.

EAs are the only federally licensed tax practitioners with unlimited IRS representation rights. But most EA practices hit a ceiling–not because you can't take on more clients, but because there's only one of you. Accountably gives you a delivery team that handles the production work so you can focus on representation, resolution, and growth.

Get Started See How It Works
70+
Practices Served
55–65%
Cost Savings
SOC 2
Certified
The Real Problem

Your Expertise Shouldn't Be Buried in Prep Work

EA practices don't fail because you lack knowledge. They stall because your time is consumed by production.

Tax prep, client correspondence, transcript pulls, CP notice research–every hour you spend in the production queue is an hour you're not doing IRS representation, resolution work, or growing the practice. The bottleneck isn't your credentials. It's capacity.

Tax Season Overwhelm

January through April, you're buried. Every client wants their return fast, and there are only so many hours in the day. You're turning away new clients, working nights, and making errors from fatigue–not from lack of skill.

IRS Cases Competing with Prep Volume

Representation cases–audits, collections, OICs, installment agreements–require focused time and attention. But when you're running a full prep practice, these high-value cases get squeezed into whatever hours remain after returns are filed.

CE Hours Add to the Burden

72 hours of continuing education every three years is a real commitment. Unlike state-licensed CPAs, your CE is federally tracked through the IRS. Keeping current on tax law changes while running a full practice leaves almost no margin.

Competing with Larger CPA Firms

CPA firms have administrative staff, associates, and reviewers. As a solo EA or small practice, you're trying to match their output and responsiveness with a fraction of the resources. The playing field isn't level–until you add an offshore delivery team behind you.

Getting Started

Your Team in 3 Weeks

We've refined our onboarding to get your offshore team productive fast–trained on your software, your preparation style, and your IRS representation workflows.

1

Discovery Call

We learn your practice's service mix–tax prep volume, resolution caseload, software stack (Drake, Lacerte, ProSeries, TaxDome–whatever you run), and where your time gets consumed.

2

Team Selection

We match you with tax professionals experienced in individual and business returns, IRS transcript analysis, and administrative support–pre-trained on U.S. IRS workflows and EA practice needs.

3

SOP Training

Your team goes through a 3-week delivery readiness framework–learning your preparation preferences, review notes, client communication style, and documentation standards.

4

Pilot & Scale

Start with a handful of returns or cases during a 30-day pilot. We refine the process, validate quality, and scale based on your feedback and practice growth.

After pilot: Your team is fully embedded with turnaround SLAs, multi-layer QC review, and backup coverage. If a team member exits or is unavailable, we provide continuity–zero disruption to your clients or active IRS cases.

Practice Profiles

Real Results by Practice Type

From solo EAs to boutique resolution firms–see the savings, services, and outcomes at every stage of growth.

Solo EA Practice

Tax-focused, 175+ individual clients

1040 Prep Small Business
1
Offshore Staff
$48K
Annual Savings
"Tax season used to mean 80-hour weeks. Now my offshore preparer handles the straightforward 1040s and I focus on the complex returns and representation work. It's transformed my practice."
DT
David Torres, EA
Solo Practice, AZ

Small EA Group

Tax prep + resolution, 3 EAs

Tax Prep IRS Resolution Bookkeeping
3
Offshore Staff
$162K
Annual Savings
"We doubled our resolution caseload without adding a fourth EA. The offshore team handles prep and admin documentation–our EAs handle everything that requires judgment and IRS contact. A clean division of labor."
KP
Karen Park, EA
Managing Partner, OH

Tax Resolution Boutique

Representation-focused, 2 EAs + 1 attorney

OIC Audit Defense Collections Tax Prep
4
Offshore Staff
$228K
Annual Savings
"The security certification was the deciding factor. We handle clients with serious IRS collection issues–the data sensitivity is real. Accountably's SOC 2 controls gave us confidence we couldn't get from a freelancer."
MR
Marcus Reid, EA
Principal, GA
What We Handle

Services for EA Practices

Our offshore teams handle the full range of EA practice work–from individual returns to resolution case preparation. SOP-driven execution with multi-layer QC on every engagement.

Individual & Business Tax Preparation

1040 individual returns, 1120/1120-S corporate, 1065 partnership, and 1041 trust filings–prepared with multi-layer QC and ready for your review and sign-off. Scale up for season, scale down after.

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IRS Representation Support

Transcript analysis, CAF number tracking, CP notice research, response drafts, and audit documentation packages. Your EA handles IRS contact and sign-off–the offshore team handles everything behind it.

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Tax Resolution Case Preparation

Form 433-A/B financial disclosure preparation, Offer in Compromise package assembly, installment agreement support, penalty abatement letter drafts, and collections correspondence. High-volume casework without high-volume overhead.

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Bookkeeping & Accounting

Monthly closes, bank reconciliations, AP/AR processing, and financial statement preparation for your small business clients. Year-round support that keeps bookkeeping off your plate.

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Client Communication & Admin

Document request follow-ups, organizer processing, appointment scheduling, and client portal management. Administrative support that keeps your practice running without adding office staff overhead.

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Payroll & CAS Support

Payroll processing, quarterly filings, year-end W-2/1099 preparation, and monthly financial packages for your small business clients. Full-cycle support that turns payroll into a scalable service line.

Why Accountably

Compare Your Options

See how Accountably compares to other staffing approaches for EA practices.

Feature
U.S. Hire
DIY Offshore
Accountably
Avg. Annual Cost per FTE
$65–85K
$35–45K
$28–35K
Cost Savings vs. U.S.
–
40–50%
55–65%
Time to Hire
3–6 months
2–3 months
2–3 weeks
Pre-Trained on Tax Software
Varies
IRS Workflow Training
Varies
Multi-Layer QC Review
SOC 2 Certified
N/A
Seasonal Flexibility
Limited

See What EA Practices Like Yours Actually Save

Most EA practices see ROI within 90 days. Here's what typical savings look like across different practice types and sizes.

55–65% Cost Reduction

Compared to equivalent U.S. staff costs

2× Representation Capacity

Take on more IRS cases without burning out

40–100% Client Capacity Increase

Without adding office space or U.S. headcount

Savings by Practice Size

U.S. Staff Cost (1 FTE) $72,000/yr
Accountably Cost (1 FTE) $28,000/yr
Your Annual Savings
$44,000
61% reduction in staff costs
Get Your Custom Estimate
FAQ

Common Questions

Answers to the questions we hear most often from Enrolled Agent practitioners.

Yes. Our teams are trained on U.S. IRS workflows including transcript analysis, CP notice research, audit documentation, and installment agreement preparation. They handle the prep and paperwork side of representation so your EA can focus on IRS contact, client strategy, and sign-off. We do not represent clients directly–that remains with your licensed EA.
Yes. We're SOC 2 Type II certified with comprehensive security protocols including encrypted connections, secure facilities with access controls, and strict data handling procedures. All staff sign NDAs and confidentiality agreements. We enforce a zero local storage policy with role-based data access and audit logs on all activity.
Our teams handle the administrative and preparation side of resolution cases–transcript pulls, Form 433-A/B financial disclosure organization, OIC package assembly, correspondence drafts, and deadline tracking. Your EA reviews, approves, and handles all IRS-facing communication. This lets you take on more resolution cases without expanding your personal workload.
We work with solo EAs through multi-practitioner firms. Most EA clients start with one offshore team member to handle prep overflow or administrative support, then expand as they see results. There's no minimum size requirement–you can start with a single engagement and scale at your own pace.
Our teams are proficient in all major tax software including Drake, Lacerte, UltraTax, ProSeries, ProConnect, CCH Axcess, TaxDome, Canopy, Suralink, and more. We also work with bookkeeping platforms like QuickBooks and Xero. We train on your specific software stack during onboarding–no changes required on your end.
Time zone differences work in your favor. Work assigned at end of day is typically ready for your review the next morning–ideal for practices with daily return queues. For active IRS case coordination, our teams have flexible schedules with U.S. business hour overlap so same-day communication stays possible.

Ready to Scale Your Practice Without Scaling Your Hours?

Join EA practices and tax professionals who've added capacity–without adding overhead–through structured offshore delivery.

Get Started Call (512) 264-4291
30-Day Pilot Guarantee 3-Week Deployment SOC 2 Certified