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 →
Tax Planning & Advisory Support for Proactive CPA Firms
We handle the background analysis behind proactive tax strategies, building the workpapers and running the calculations so your advisory work has something solid under it.
"We run the projections and the research. You walk in with the strategy."
You will speak with our CPA, not a salesperson. Response within one business day.
Planning Calculations We Prepare for Your Firm
Our team is ready to prepare workpapers for these tax strategies.
Income shifting through family employment.
- Wage rules and reasonable compensation
- Payroll tax impact analysis
- Bracket-shift savings modeling
Family Management Company
Income shifting through family employment.
Wage rules and reasonable compensation
Payroll tax impact analysis
Bracket-shift savings modeling
Why Clients Trust Us
Advisory Support Built for Proactive Firms
Move clients from simple filing to active tax savings: we prepare the calculations and workpapers, and your partners deliver the advice. It works hand in hand with individual and corporate tax prep and virtual CFO support.
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 Custom, 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 Tax Planning Support
Everything you need to know about how we support your advisory engagements.
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.
Schedule a Meeting
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