T1 volume peaks at the same time as the T2s nobody had time for in March.
By the time a temp knows your process, the season is almost over.
Returns prepared in a rush come back with review notes that cost more time than they saved.
We go through the work you want to hand over, your deadlines and how your files are set up.
You give us access the way you choose. We learn your checklists, file naming and review style.
We start with a handful of files so you can check our work before handing over more.
Agreed turnaround times, one named contact and regular check-ins as volume grows.
No. We prepare the returns and working papers. Your firm reviews them and files through EFILE under your own credentials.
We work in your firm’s software, most often TaxCycle, ProFile and CCH iFirm Taxprep. Tell us what you use on the first call.
We prepare them and flag anything that needs judgment, such as associated corporations or unusual transactions, so your reviewer can make the call with the facts in front of them.
We prepare what we can and give you a clear list of what is missing, written so you can forward it to the client as is.
Yes. Plenty of firms use us only for the peak months. Booking early lets us learn your set-up before the rush starts.
We sign an NDA before any files are shared and work only through the access you give us, which you can remove at any time.