Audit & Assurance Support
Experienced teams preparing workpapers, confirmations, and walkthroughs so your partners stay focused on clients.
View ServiceTax Planning & Preparation
Stay compliant. Unlock strategic tax savings.
Full-service US tax preparation for firms managing complex individual and business portfolios.
The challenge
Frequent regulation changes and compressed deadlines stretch internal teams.
What we deliver
- Individual Tax Returns (Form 1040, 1040-EZ, 1040-NR)
- Business Tax Returns (Form 1065, 1120, 1120S)
- Tax Planning and Strategy
- State and Local Tax (SALT) Services
- Not-for-Profit Returns (Form 990, 990EZ)
- Estate or Trust and Gift Tax Returns (Form 706, 709, 1041)
Why it matters
- Accuracy on every filing
- Elastic capacity during peak seasons
- Secure document exchange and audit-ready trails
- Reduced partner review cycles
How it works
Structured collaboration keeps stakeholders aligned and maintains confidentiality throughout delivery.
Step 1
Scope
Assess entity mix, deadlines, and technology stack to right-size the delivery pod.
Step 2
Prepare & review
Execute preparation workflows with multi-level reviews before client sign-off.
Step 3
File & debrief
Submit returns, manage acknowledgements, and capture improvement actions.
Related services
Explore how this service fits your roadmap
We’ll define scope, integration points, and launch milestones on a consultation call.