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 →
Trust, Estate & Non-Profit Tax for U.S. CPA Firms
Form 1041 returns, beneficiary K-1s, and documented DNI calculations, each one reviewed by a CPA before it leaves us.
"Fiduciary returns are finicky. We sweat the DNI math so your reviewer doesn't have to."
You will speak with our CPA, not a salesperson. Response within one business day.
Technical Coverage for Specialized Returns
Our team is equipped to manage the full technical scope of fiduciary and exempt-organization returns.
Federal fiduciary returns for simple, complex and grantor trusts.
- Income and deduction reporting
- Trust accounting income calculations
- Fiduciary deductions and credits
Form 1041 Fiduciary Compliance
Federal fiduciary returns for simple, complex and grantor trusts.
Income and deduction reporting
Trust accounting income calculations
Fiduciary deductions and credits
Why Clients Trust Us
Fiduciary & Tax-Exempt Support Built for CPA Firms
Extra hands for the fiduciary and exempt-organization filings that tend to pile up, prepared to your firm's standard. 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 $129, 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 Fiduciary & Non-Profit Tax
Everything you need to know about Form 1041 and Form 990 preparation.
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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