Outsourcing tax preparation is widely utilized as a means of improving efficiency by Certified Public Accountant (CPA) firms, small businesses, tax preparation firms, and enrolled agents. Offering a wide range of benefits such as high-quality work at economical prices, scalability, compliance, speed, safety, and expertise, outsourcing stands as an effective solution. More than 90% of individuals who have outsourced tax preparation services recognize that outsourcing firms consistently deliver high-quality work.
With more than a decade of experience, our tax experts at OBS are well known for their commitment to providing efficient tax preparation services for global organizations of all sizes. Our tax experts focus on accuracy, data safety, and security. We prioritize maximizing deductions and credits without compromising on compliance. The 4 simple yet effective steps for utilizing tax preparation services from OBS are listed below.
Outsourcing your tax preparation requirement to OBS

1. Having a call with an OBS Tax expert to discuss the requirement
The easy way to reach us is through the phone. Once you call or fill out an inquiry form, we will connect you with our tax experts. They will understand your financial situation, the unique challenges you face, and the compliance requirements. They will explain the services that can help you address your requirements and answer your queries regarding tax laws, deductions and credits, and the tax preparation process.
2. Based on the scope, choose the pricing model
The next step is to choose a pricing model based on your requirements. If you need full-time support with tax filing and regular tax planning and advisory, we provide a dedicated full-time resource to support you with all your requirements. If your scope is not very expanded but you still need regular services, you can choose a part-time resource. If you are unable to predict the total time that will be required, we will provide hourly packages to satisfy your requirements. After discussing your needs and requirements, we allocate the resources accordingly.
3. Talk to the tax preparer who will work on your requirement
The next step is to talk to your tax preparer, who is chosen to suit your requirements based on their expertise in handling relevant clients for multiple tax seasons. Talking to the tax preparer helps clarify your conceptual and application-oriented doubts. You can clarify your doubts regarding the process flow and communicate any specific requirements.
4. Initiating the process
The process will be initiated immediately after sign-off. The tax preparer will initiate the process by remotely signing into tax software in a secure manner and collecting scanned documents. Our tax preparers have expertise in various software such as TurboTax, Drake, Lacerte, Intuit ProSeries tax, Taxwise, CCH, etc.
Process of tax preparation at OBS

Step 1: Logging in from Remote Location
The tax preparer will log in to the client’s software through a secure encrypted link, ensuring the client’s confidentiality and data security.
Step 2: Scanning the Documents
Following the first step, the client’s staff should scan the documents and share them in a shared folder. An email can also be sent, regarding the specific instructions.
Step 3: Preparing the Return
After receiving the documents, the tax preparer will proceed with tax preparation. With advanced software and thorough knowledge, accuracy is ensured.
Step 4: Review the return
After the tax preparation, experts thoroughly review the documents to ensure accuracy. This process helps ensure compliance.
Step 5: Findings
In addition to the corresponding documents, the tax preparer will also share the review notes, annotated source documents, tie-outs, and work papers with the onshore team, providing more clarity.
Step 6: Feedback
Once the return is shared with the client, we look forward to the feedback. If any changes are required, we will make them promptly.
Why choose OBS
At OBS, we are focused on simplifying the process of tax preparation. With more than 10 years of experience, we have helped small businesses and CPA firms transform the tax preparation process. Our tax preparation team remains updated on the latest tax laws and regulations. It ensures fast and efficient services, meeting the deadlines.
Our Tax preparation services are designed to increase the productivity of our clients. With confidentiality agreements and stringent workplace policies, we ensure data protection. We have prepared more than 4500 tax returns for clients from various domains, including real estate, law firms, restaurants, and healthcare. We have a dynamic team that can complete tax preparation within 24 hours in case of urgency. By ensuring the satisfaction of more than 98% of our clients, we stand apart in the field.
Contact us now to find customized solutions that will resolve your unique challenges.