Your Reliable Tax Preparation And Bookkeeping Partner 

Are you a CPA / EA or an Accounting firm in US looking for a reliable long term partner? 
We can be your extended office for all your tax preparation and bookkeeping needs.

We are a very good fit, if you are focusing on   
  • Small businesses being S Corps, Partnerships or C Corps with few million dollars of turnover.  
  • HNIs with rentals, Sch C, Sch D, lot of K1s or foreign asset disclosures, RSUs/ stock options or stock plans, 4797, etc.  
  • Clients with nexus in multiple states.
Our USPs
  • We focus on providing the level of work which would save your senior personnel’s time in contrast to the low level work being done by many outsourcing outfits.  
  • We have devised system and processes to ensure consistency and quality in the work we do.  
  • We are tech savvy and continuously explore new tech as a means to improve the service delivery and accuracy in the work. 
  • We are not a large outsourcing facility churning out volumes. Instead we focus on consistency and quality of work.   
  • We use variety of tax preparation software like Drake, Proconnect, Axcess, ATX, Ultratax, Taxslayer, etc.  
  • We can also help in establishing tech stack for async communication & collaboration which is typical for success of a remote team.  
What does a typical work flow look like?
  • You share us login of your client facing portal like Taxdome, Canopy, Karbon, Financialcents, or any other client tool which you use and put the client on our work list. We can also work with Sharepoint / Google workspace / Dropbox, if you use that for collecting documents or your clients are predominantly walk ins and you scan the physical documents. 
  • We do primary review of the past tax year return and current year documents.  
  • We also read your comments / notes on the return and communication with the client.  
  • We rename the documents correctly classify documents in folders.  
  • We start with actual tax preparation. Either we share a draft return or list out the missing things. We communicate to your inhouse admin or if given a mandate, directly to the client through your client portal.  
  • Post additional information, we give you draft with our final comments / pending critical issues if any.   
  • Along with the draft, we also share an excel review sheet. The renaming of the files, appropriate classification in folders coupled with the excel review sheet greatly reduces your review time.  
  • On closure, the return is taken up by your admin staff for signatures and filing.  

We are tech savvy and continuously explore new tech as a means to improve the service delivery and accuracy in the work. We can also help in establishing tech stack for async communication & collaboration which is typical for success of a remote team. 

As Indian Chartered Accountants, we are into practice for more than 26  years. Working as an independent outfit with own clients, who are  associated with the firm for couple of decades, we understand what drives client satisfaction, and how to ensure top notch customer service  which delights. As your extended office, we are equally passionate about client satisfaction and consistency  and delivering top notch client experience.