Grow Your Firm with Reliable Tax Preparation Outsourcing Services
Handle more tax returns without expanding your in-house team. CorientBS’s tax preparation outsourcing services are designed for US CPA firms that need dependable tax prep capacity, tax season staffing and year-round support from a trusted offshore accounting team.
Tax Preparation Outsourcing Support Aligned with US Regulations
Our team works with US federal and state tax workflows, following your firm’s procedures and review requirements.
Unlike many tax outsourcing companies that apply a one-size-fits-all process, we adapt to your firm’s way of working and help manage seasonal demand while maintaining oversight.
US Tax Expertise
Individual & Business Returns
IRS-Focused Workflows
US Tax Software Compatibility
White-Label Delivery
Confidential Client Data
Review-Ready Deliverables
Multistate Tax Support
Why US CPA Firms Are Outsourcing Tax Work
Tax preparation outsourcing has given CPA firms access to additional capacity during critical filing seasons without requiring them to bear the cost of recruitment, training, and employee retention. Here are some reasons why CPA firms are preferring outsourcing:
Manage Tax Season Workloads
Comes in like a lifesaver during peak tax season between January – April in handling high volumes of filing.
Reduce Staffing Pressure
With additional capacity from the outsourcing provider, you will no longer need to rely on recruitment only.
Protect Profit Margins
Using outsourcing, you can reduce your recruitment cost without compromising on quality and additional client work.
Free Up Senior Staff
With recurring tasks taken over by an outsourcing provider, you put your senior staff in a position to handle more review, tax planning, and advisory services.
Maintain Workflow Visibility
The outsourcing provider will work as per the agreed timelines and communicate only on agreed communication channels.
Scale as Needed
Scale capacity up or down based on volume and complexity, including tax extension season outsourcing support after the April deadline.
Our Tax Preparation Outsourcing Services
Our tax preparation outsourcing services are designed to handle tax work for individuals and businesses, as per requirements and review procedures. Our tax preparation outsourcing services offer:
Individual Tax Returns
Here we will support you in handling Form 1040, Form 1040-NR, and Schedules C, D, and E.
Business Tax Returns
Preparation of Forms 1120, 1120-S and 1065, including business tax extension filings (Form 7004) and the follow-through to final returns.
State & Multistate Returns
Assistance will be given in handling state income tax returns and multistate filing requirements.
Trust & Estate Returns
Here, support will be given for handling Form 1041 and related schedules.
Non-profit Tax Returns
Preparation support for Form 990 and applicable non-profit reporting.
Payroll & Information Returns
Payroll-related forms like Form 941, 940, W-2, and 1099 will be handled based on the agreed scope.
Tax Workpapers & Reconciliation
Our accountants will work on organizing source documents, reconciling financial information, and preparing supporting schedules.
Tax Return Review Support
Assist with return checks, missing-information queries, and resolving review notes within the agreed workflow.
Software We Work With
Seamless integration with the major US accounting, payroll, and tax platforms.
Enterprise-Grade Data Security & Compliance
We safeguard sensitive financial and taxpayer information of your clients through controlled access, security certifications, encryption, and compliance-focused processes designed for CPA firms.
SOC 2 Type II
For independently auditing controls that protect data and confidentiality.
IRS & Regulatory Compliance
Processes aligned with IRS Publication 4557, GLBA, CCPA, and other applicable data protection requirements.
Infrastructure Security
AES-256 encryption, multi-factor authentication, controlled access, and safeguards designed to protect information throughout the delivery environment.
IRC Section 7216 Consent Support
For tax-related offshore work, we follow a consent-based workflow aligned with the requirements of IRC Section 7216 before taxpayer information is shared.
How Our Tax Preparation Outsourcing Process Works
CorientBS outsourced tax preparation services follow a defined process that fits your firm's software, review standards, and deadlines.
Assess Your Requirements
We will assess return types, volumes, complexity, software, and turnaround expectations.
Complete Secure Onboarding
Then we establish access controls, workflows, confidentiality requirements, and applicable IRC 7216 consent procedures.
Prepare Tax Returns
Our team prepares returns and supporting workpapers using your agreed procedures and tax software.
Review & Deliver
All returns will go through fixed quality checks before being delivered to your in-house team for final review and approval.
AI-Enabled Accounting with a Human Touch
Our technology-enabled delivery model combines automation with experienced accounting professionals, using AI and workflow tools to improve processing while keeping human review involved where accounting judgment and quality control matter.
Billy
Invoice Processing software
Corby
Bank Reconciliation Automation
Sherlock
Error Detection.
Galaxy
Workflow Management.
Smarty
Learning Management.
Luca
Year-End Preparation.
Flexible Tax Preparation Outsourcing Models for US Firms
We offer multiple tax preparation outsourcing options that have helped CPA firms match their return volume, complexity, and seasonal demand.
Dedicated FTE
Under this model, a dedicated team will be assigned if you have consistent tax preparation volume.
Year-round preparation capacity
Familiarity with your firm's processes
Ongoing workflow coordination
Suitable for recurring workloads
Pay-Per-Return
Under this model, you will pay only for the agreed return types and volumes.
Variable cost by return
Suitable for seasonal overflow
Defined scope and deliverables
Useful for individual and business returns
Block Hours
Use a pre-agreed pool of hours for changing workloads.
Flexible access to preparation capacity
Suitable for backlogs
Hours allocated to agreed tasks
Useful for extension-season work
Fixed Monthly Scope
A fixed fee will be charged on a fixed number of deliverables.
Predictable monthly costs
Agreed workload and turnaround
Consistent production processes
Suitable for ongoing tax work
Why US Firms Choose CorientBS
CorientBS teams will work like an extension of your CPA firm, delivering white-label services while your team retains client ownership and final approval.
We offer:
100% White-Label Delivery
All tax preparation, filing and white-label bookkeeping work is completed under your firm’s brand and workflow.
US Tax Preparation Expertise
Support across individual, business, partnership, and other agreed return types.
Existing Software Compatibility
Work within platforms such as Drake, UltraTax CS, Lacerte, ProSeries, ProConnect, and CCH Axcess.
Dedicated Teams
Get access to professional teams who will be familiar with your processes and requirements.
Security-Focused Operations
Proper focus is placed on access controls, encryption, and established security frameworks to protect your client’s sensitive financial information.
Flexible Capacity
We offer to scale preparation resources during peak filing season, extensions, and as per year-round requirements.
01
What are tax preparation outsourcing services?
They allow CPA firms to assign tax return preparation and related work to an external team while retaining client relationships, review, and final approval.
02
How much does a tax preparation service cost?
Professional tax preparation services generally cost between $200 and $800 for individual tax returns, depending heavily on the complexity of your finances, the forms required, and where you live.
03
What does a tax preparation service do?
A tax preparation service collects your financial documents, calculates your taxes, and files your federal, state, and local tax returns.
04
Which tax returns can CorientBS prepare?
Depending on the engagement, support provided by CorientBS includes Forms 1040, 1040-NR, 1120, 1120-S, 1065, 1041, and 990, along with applicable state returns.
05
Can CorientBS work in our existing tax software?
Yes. CorientBS supports major US tax platforms, including Drake, UltraTax CS, Lacerte, ProSeries, ProConnect, and CCH Axcess, subject to your setup and access arrangements.
Frequently Asked Questions
Ready to Transform
Your Accounting
Practice?
Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.