Your Invisible Back-Office Team
We take on the 70% that's technical execution, so your team can spend its time on the 30% that actually needs partner judgment.
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Build Your Dedicated Team
CPA-Supervised Talent, On Demand
Every hire is CPA-supervised with a 5-day onboarding guarantee.
Need a custom role? Talk to us, we'll find the right fit →
Industries We Serve
Specialized Teams for Your Industry
Our CPAs understand industry-specific regulations, compliance requirements, and best practices for your sector.
Don't see your industry? Talk to a CPA, we'll customize →
Individual Tax Preparation for U.S. CPA Firms
We manage the preparation of Form 1040, from standard W-2 filings to complex rentals and K-1 income. Clean, review-ready returns so your firm can focus on advisory.
"Free your seniors from data entry. Let them review, not prepare."
You will speak with our CPA, not a salesperson. Response within one business day.
Professional 1040 Support, Built for Growth
Full data entry and preparation for individual returns, from simple W-2s to multi-state, multi-asset HNW filings.
Form 1040 for wage earners with employer stock complexity.
- RSU, ISO, ESPP and ESOP reconciliation
- Multi-state withholding allocation
- Employer benefit & equity reporting
W-2 & Professional Employment
Form 1040 for wage earners with employer stock complexity.
RSU, ISO, ESPP and ESOP reconciliation
Multi-state withholding allocation
Employer benefit & equity reporting
Why Clients Trust Us
Built for Individual Return Volume
We manage both business and personal filings with one dedicated team, keeping K-1s and owner-level details aligned. See also corporate tax, partnership returns, and tax planning.
Every Schedule, Simple to Complex
A single-W-2 1040 or a multi-state return for a high-net-worth client. We prepare the whole range.
A CPA Reviews It Before You Do
A licensed CPA signs off on every return, which gives your partners back their review hours.
Pricing You Can Quote From
Per-return pricing that starts at $59, so you know the cost before we start the work.
We Already Know Your Software
Drake, ProConnect, Lacerte, CCH Axcess. We work in your tools, so nobody on your staff has to train us.
Capacity When April Hits
High-volume batches come back on schedule, even on the ugliest weekend deadlines of the season.
Your Client Data Stays Protected
Signed NDA, encrypted transfer, role-based access.
Getting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
Tell Us Your NeedsGetting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
- 01Process · 01
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
- 02Process · 02
Resource Selection
We hand-pick 2 to 3 candidates who already fit your stack and send you their profiles. You interview them and choose. Nothing is locked in until you approve the person.
- 03Process · 03
NDA & Secure Access
We sign your NDA before anyone sees a file. Then we set up secure VPN or VDI access, scope permissions to the role, and follow your existing SOPs and tools.
- 04Process · 04
Guided Onboarding (Days 3–7)
In the first week your specialist shadows your process, learns your standards, and runs a trial batch under CPA supervision. They are doing real work by day seven.
- 05Process · 05
Steady-State Delivery
From week two on, your resource handles the day-to-day. Every deliverable passes a 5-stage quality review with a CPA signing off, so the output stays consistent.
- 06Process · 06
Peak-Season Scaling
When busy season hits, we add hours and backup people to your account, then scale back down once it passes. You cover the crunch without hiring or layoffs.
Getting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
- 01Process · 01
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
- 02Process · 02
Resource Selection
We hand-pick 2 to 3 candidates who already fit your stack and send you their profiles. You interview them and choose. Nothing is locked in until you approve the person.
- 03Process · 03
NDA & Secure Access
We sign your NDA before anyone sees a file. Then we set up secure VPN or VDI access, scope permissions to the role, and follow your existing SOPs and tools.
- 04Process · 04
Guided Onboarding (Days 3–7)
In the first week your specialist shadows your process, learns your standards, and runs a trial batch under CPA supervision. They are doing real work by day seven.
- 05Process · 05
Steady-State Delivery
From week two on, your resource handles the day-to-day. Every deliverable passes a 5-stage quality review with a CPA signing off, so the output stays consistent.
- 06Process · 06
Peak-Season Scaling
When busy season hits, we add hours and backup people to your account, then scale back down once it passes. You cover the crunch without hiring or layoffs.
Working Inside Your Tech Stack, Not Around It.
Your firm has built its reputation on specific tools and workflows. Our team is experienced in all major U.S. tax, accounting, and practice management platforms, ensuring a zero-learning-curve integration from day one.
Don't see your software? We adapt to your stack.
Let's TalkQuestions About Individual Tax Prep
Everything you need to know about how we handle 1040 preparation for your firm.
Still have questions? Contact usRelated Services
Build a complete back-office stack, pair this service with the rest of our CPA-led offerings.
Add Tax-Season Capacity Without Hiring for It
Let our team handle the data entry and first-pass preparation while your CPA does the final review. You get accurate, well-formatted returns on time, and you don't have to bring on a seasonal hire to get them.
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