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More returns filed, less pressure on your reviewers

Individual, business and indirect tax preparation with review-ready workpapers: extra capacity exactly when tax season peaks.

Tax & compliance

Tax Preparation & Compliance

Preparation support for individual, business and indirect tax filings, with organised workpapers and clear review notes so your reviewers can sign off faster — and your firm can take on more returns each season.

Individual, business and indirect tax preparation with review-ready workpapers: extra capacity exactly when tax season peaks. Every deliverable is prepared in your software, follows your standards and is reviewed under the supervision of a Chartered Accountant before it reaches you.

Ideal for
CPA, EA and accounting firms that need extra preparation capacity, especially during tax season.
What you receive
Prepared returns in your tax software, supporting workpapers and a review-points summary.
Sound familiar?
Common challenges
Tax season overload
Return volumes spike and your team works late nights to hit deadlines.
Reviewers rebuild numbers
Disorganised workpapers mean senior staff spend hours tracing figures.
Turning work away
Without extra capacity, you can’t take on new clients during peak season.
We solve each of these as standard.
Get a quote →
What's included

Everything in our Tax Preparation & Compliance service

Individual returns

1040, T1 and self-assessment returns prepared in your software.

Business returns

1120, 1120-S, T2 and corporation tax returns.

Partnership & trust returns

1065 and 1041 returns with K-1 schedules.

Tax workpapers

Organised, tied-out workpapers that speed up review.

Sales tax, GST/HST & VAT

Indirect tax calculations and filing support.

Extensions & estimates

Extension filings and estimated tax calculations.

Prior-year review

Review of prior returns for missed opportunities and errors.

Review-points summary

A short note flagging judgement areas for your reviewer.

Our services

Explore our other services

Accounting & Bookkeeping
Accounting & Bookkeeping

Accurate, reconciled books every month, in your software and to your standards.

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Payroll Processing
Payroll Processing

Accurate, on-time payroll and filings for every pay cycle.

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Financial & Management Reporting
Financial & Management Reporting

Reports beyond bookkeeping that help you make better decisions.

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Accounts Payable
Accounts Payable

Bills recorded, approved and paid on time, with no duplicates.

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Accounts Receivable
Accounts Receivable

Invoicing, follow-ups and cash application that bring cash in faster.

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Catch-up & Clean-up Bookkeeping
Catch-up & Clean-up Bookkeeping

Months of messy or overdue books brought up to date and filing-ready.

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White-label Support for CPA Firms
White-label Support for CPA Firms

Dedicated capacity that works under your brand and to your standards.

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Fractional CFO / Controller
Fractional CFO / Controller

Senior finance leadership for budgeting, forecasting and strategy.

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FAQ

Common questions

Which returns do you prepare?

US 1040, 1120, 1120-S, 1065 and 1041; Canadian T1 and T2; UK self-assessment and corporation tax, plus sales tax, GST/HST and VAT support.

Who signs the return?

Your firm does. We prepare returns and workpapers; final review, signature and filing stay with you.

Can you scale up for tax season?

Yes. We plan capacity with you in advance so extra hands are ready before January.

Ready to extend your team?

Start with a free consultation — no obligation, just a clear plan.

Book a free consultation Send an enquiry
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