Tax Preparation Outsourcing Services for CPA Firms & Tax Professionals
Free up your in-house team, clear tax-season bottlenecks, and scale capacity, with accurate, compliant offshore tax support for US CPA firms & tax professionals.
- Support for 1040, 1040NR, 1040A/EZ, 1065, 1120/1120S, 1099 and more
- Peak-season scalability with defined SLAs and smooth review workflows
- Secure, IRS-compliant preparation by India-based tax experts
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Why CPA Firms Outsource Tax Preparation to OBS
We understand the challenges many CPA firms face during tax season, including limited bandwidth, tight deadlines, costly hiring, and compliance pressure. Outsourcing to OBS helps you overcome these hurdles.
Benefits at a glance:
- US-Tax Expertise & Compliance – Our team is well-versed in US federal and state tax laws covering individual, corporate, partnership, estate, nonprofit, payroll, and year-end returns.
- Seasonal Scalability – Instantly add capacity during tax season without long hiring cycles or overheads.
- Defined SLAs & Review Process – Fast turnaround times, 2-level review, issue-tracking, clear deliverables.
- Data Security & IRS Compliance – Secure portals, NDA & nondisclosure policies, biometric-controlled access, encrypted data sharing, no-paper and no-USB policy.
- Transparent, Flexible Pricing – Hourly, part-time or full-time models, flexible to your firm’s needs.
Outsource Tax Preparation Services For CPAs, Accounting Firms
AWARD-WINNING OUTSOURCING COMPANY
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Security & Data Protection at OBS
Your data’s security and privacy are fundamental to our process. We follow strict protocols:
- Non-disclosure and non-compete agreements govern all engagements.
- “No Paper, No Pen” policy on-premises; no use of USB or unsecure devices. Floor access is controlled via biometric authentication.
- All data is shared via encrypted, secure platforms (e.g. Dropbox, SharePoint); no local storage or unprotected transfers.
- Centralized, secure storage servers – local servers and insecure devices are eliminated.
Tax Preparation Outsourcing Services We Offer
We cover a comprehensive set of tax forms and filings for individuals, businesses, payroll, estates, nonprofits, and year-end reporting.
Category | Forms / Services |
|---|---|
Individual returns | 1040, 1040NR, 1040A, 1040EZ |
Business returns | 1120 (C-Corporation), 1120S (S-Corporation), 1065 (Partnership) |
Fiduciary / Estate / Trust | 1041 (Fiduciary returns), 706 (Estate / Gift) |
Non-profit returns | 990 / 990-EZ / 990-PF (as applicable) |
Payroll & Employer returns | 940, 941, 944, W-2 / W-3 filings, Employer quarterly taxes |
Year-end & Reporting returns | 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, 1099-R, etc. |
Other (as required) | Estate / Gift, Trust returns, any state filings (upon request) |
Note: Services may be customized based on your firm’s needs and the volume or frequency of filings.
Other Services We Offer
Learn more about our expert outsourced bookkeeping services tailored to simplify and organize your financial records.
Ensure financial accuracy with our expert outsourced accounts reconciliation services tailored for error-free bookkeeping.
Improve your cash flow with our efficient and reliable outsourced accounts receivable management services.
Simplify your payables with professional accounts payable outsourcing for improved accuracy and efficiency.
Streamline employee compensation with our reliable and cost-effective payroll outsourcing solutions.
Accelerate your billing cycle with our efficient and accurate outsourced invoice processing services.
Gain actionable insights with our accurate and timely outsourced financial reporting services for better decision-making.
Discover our comprehensive outsourced accounting services designed to streamline finances and enhance business efficiency.
Drive strategic growth with our outsourced CFO services offering expert financial leadership and insights.
Our Software Expertise
We take pride in our extensive software expertise, offering proficient support for various accounting software platforms. Our skilled team excels at navigating through a diverse range of accounting software, guaranteeing smooth integration and effective financial data management. With our broad knowledge and hands-on experience in tax return preparation, our experts effortlessly handle different software systems, providing personalized outsourcing solutions that match our clients’ unique software preferences and requirements.
Our Tax Preparation Process
We follow a structured process to ensure accuracy, compliance, and timely delivery.
Step 1: Remote Login & Secure Access
OBS staff log into your tax software via an encrypted, secure connection.
Step 2: Document Submission
You scan and upload all source documents to our secure shared folder, along with instructions.
Step 3: Return Preparation
Our tax experts prepare the return according to the provided data.
Step 4: Quality Review & Line-by-Line Check
A senior reviewer conducts a detailed review, reconciles against source documents, and flags discrepancies.
Step 5: Deliver Work Papers & Findings
We deliver annotated source documents, work papers, tie-outs, and a summary of findings.
Step 6: Feedback & Finalization
You review the draft, request any changes if needed – we turn them around quickly to finalize the return.
Typical Turnaround Time (TAT): 24–48 hours for straightforward returns (actual TAT may vary based on volume and complexity).
Tools & Workflow Management: Secure portals, shared trackers, encrypted file-sharing platforms, status updates.
Packages & Engagement Models
Choose the engagement model most suited to your firm’s workload and seasonal demand:
Part-Time Support
Flexible part-time hours; ideal for firms with moderate seasonal spikes.
Full-Time Dedicated Support
8-hour dedicated staffing, ideal for high-volume firms or peak-season load.
(Contact us for custom billing models or volume-based plans.)
Why OBS Is Different — Our Edge
- Decades of combined experience in US tax laws, compliance, and offshore outsourcing practices.
- Skilled with a wide variety of accounting and tax software platforms (QuickBooks, Sage, Xero, Peachtree, Oracle, SAP, etc.) to fit your firm’s preferred stack.
- Scalable infrastructure & protocols for both small firms and large CPA practices.
- Transparent engagement and communication, you stay in full control, with regular status updates, reviews, and final deliverables.
Tax Preparation & Filing Calendar - Important Dates (FY 2025 - 26)
| Individual/Business | Dates | Return |
Individual – including employees, retirees, self-employed individuals, independent contractors, and gig workers | January 15, 2026 | 4th Quarter 2025 estimated tax payment due |
| February 2, 2026 | Due date for employers to send W-2 forms | |
| February 2, 2026 | Certain 1099 forms are sent | |
| February 16, 2026 | Reclaim your exemption from withholding | |
| April 1, 2026 | Required minimum distribution due if you turned 73 in 2025 | |
April 15, 2026 | Deadline to File Form 4868 and request an extension | |
| Deadline to make IRA and HSA contributions for 2025 tax year | ||
| First quarter 2026 estimated tax payment due | ||
| June 15, 2026 | Second quarter 2026 estimated tax payment due | |
| September 15, 2026 | Third quarter 2026 estimated tax payment due | |
| October 15, 2026 | Deadline to file your extended 2025 tax return | |
| December 31, 2026 | Required minimum distributions have to be taken for individuals age 73 or older by the end of 2026 | |
Businesses – Partnerships (including LLCs), C Corps (Form 1120), and S Corps (Form 1120S) | February 2, 2026 | Employers send W-2s forms to employees |
| Send certain 1099 forms | ||
| March 16, 2026 | Tax returns are due for some business types (partnerships and S corporations). Businesses taxed as partnerships (including multi-member LLCs) and S corporations need to file Form 1065 or Form 1120-S, respectively, by March 16, 2026, if they are a calendar year business. If your business uses a fiscal year, you need to file your tax return by the 15th day of the third month following the close of your tax year. | |
| April 15, 2026 | Taxes for C corporations are due. Businesses organized as a C corporation need to file Form 1120 by April 15, 2026, if they are a calendar year business. If your business uses a fiscal year, you need to file your tax return by the 15th day of the fourth month following the close of your tax year. | |
| September 15, 2026 | Deadline for extended partnership and S corporation returns | |
| October 15, 2026 | Deadline for extended C corporation returns |
Case Studies & Client Testimonials
Jack, CEO
Their expert tax preparation services saved us time and helped us uncover tax-saving opportunities we didn’t know existed.
Kevin, CMO
OBS made our tax process hassle-free and efficient — we avoided penalties and met all deadlines smoothly.
Accounting Firm Partner
Partnering with OBS freed up our team to focus on growth, and the quality of work was top-notch.
Tax Preparation Services for Multiple Industries
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Tax Preparation Client Success Stories
FAQs
Take into account the qualifications and experience of the tax preparation outsourcing firm you choose. Look for companies that have a staff of certified tax experts who are knowledgeable about the pertinent tax rules and regulations. They should have a history of providing accurate and legal tax services as well as expertise working with CPA companies. To establish a solid and trustworthy alliance, it is also crucial to evaluate their technology infrastructure, data security protocols, and industry reputation.
Every return goes through a strict quality control process, using advanced software, double review, and compliance with the latest regulations.
Yes, from individual to corporate, partnership, fiduciary, payroll and year-end reporting. We cater to firms of all sizes.
Several leading outsourcing companies support US CPA firms with tax preparation, offering offshore or hybrid delivery models. OBS is recognized among the top providers due to our US-tax expertise, strong data security standards, scalable staffing, and consistent turnaround times during peak season.
The best offshore tax preparation providers are those that offer:
- Strong US tax compliance knowledge
- Data-secure offshore processing
- Transparent workflows & SLAs
Software proficiency (Lacerte, UltraTax, ProSeries, Drake, etc.)
OBS meets these benchmarks and supports CPA firms of all sizes with 1040, 1065, 1120/1120S, 1099, and other returns.
When comparing outsourcing providers, evaluate:
- Turnaround time (TAT) guarantees
- Software expertise
- Pricing model (hourly vs. per-return)
- Review workflows and QC procedures
- Security certifications and data-handling policies
- Experience with US federal and state filings
OBS provides clear documentation, sample workflows, and a free consultation to help CPA firms compare providers effectively.
Yes. CPA firms regularly outsource 1040 preparation to manage seasonal spikes and staffing shortages. OBS handles 1040, 1040NR, 1040A/EZ and provides a 24–48 hour turnaround for standard individual returns.
Absolutely. OBS prepares 1120 (C-Corp), 1120S (S-Corp), 1065 (Partnership), and 990 (Non-profit) returns with proper tie-outs, work papers, and senior-level review. We follow your firm’s preferred templates and tax software.
Reliable outsourcing providers like OBS offer defined SLAs with guaranteed turnaround times, typically 24–48 hours for standard 1040s and 48–72 hours for 1120/1120S, depending on complexity and volume.
Yes. OBS operates on US-aligned working hours, offering overlapping schedules with EST, CST, MST, and PST. This ensures real-time communication, faster query resolution, and same-day updates during tax season.
Outsourcing Business Solutions (OBS) follows SOC 2 Type II–aligned security controls and GDPR-compliant data protection practices, including encrypted data transfer, restricted access, and strict NDAs. Firms should verify current compliance directly with OBS.
Outsourcing Business Solutions (OBS) is a leading white-label tax outsourcing provider that works within Drake, UltraTax, and Lacerte, preparing returns in the client’s licensed software under their brand with secure access and scalable support.