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Outsourcing Tax Preparation

Empowering CPA & Tax Firms to efficiently handle high volumes of Tax Return Preparation workload with a dedicated offshore tax preparation team in India that prepares and reviews 1040, 1065, 1120 and 1120-S returns in your software and to your standards.

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Outsourcing tax return preparation to AcoBloom during tax season

Tax Preparation Outsourcing That Gets You Through Tax Season

Tax season squeezes a year of work into a few months. AcoBloom’s tax preparation outsourcing gives US CPA and tax firms a trained team in India that prepares returns in your software and to your standards. Your staff get their time back for review, client conversations and advisory work.

When you outsource tax returns to us, an experienced preparer completes each return and a manager reviews it before it reaches you. Every return arrives with a tie-out worksheet and a notes and assumptions document, ready for your final review and filing.

Outsourcing tax preparation does not have to be all or nothing. Use a dedicated full-time preparer for steady work through the year, or send returns one at a time when volume peaks before the deadline. Either way, our offshore tax preparers follow your firm’s review standards and checklists, so reviewing their work is no different from reviewing your own staff’s.

18,000+ Tax Returns Preparation Annually

15k+

Individual Tax Return Preparation

3k+

Business Tax Return Preparation

Benefits of Tax Preparation Outsourcing to AcoBloom

Outsourcing tax preparation fixes the capacity problem without adding headcount. Our outsourced tax preparation team works alongside your in-house staff, scales up or down with your volume, and can reduce operational and infrastructure costs by up to 60%.

We have been assisting numerous CPA & Tax Firms in smoothly navigating through challenging tax seasons since 2008. Our skilled outsource tax preparation India team can prepare returns using the same software you utilize, delivering timely, thoroughly reviewed returns that are ready for your final review and filing.

Benefits of AcoBloom tax outsourcing services

Through its tax preparation outsourcing services, AcoBloom helps firms to:

  • Avoid exhausting your firm's resources during peak season, so you can focus on strategizing growth and enhancing client engagement.
  • Quickly assemble a team of outsourced tax professionals who seamlessly integrate with your in-house staff. This allows your firm to rapidly scale up, increase capacity, and enhance productivity during the tax season.
  • Improve the profitability of your tax services by reducing operational and infrastructure costs by up to 60%, and saving time, enabling you to expand your client base without sacrificing quality and accuracy.
  • Offshore tax preparation with AcoBloom follows your firm’s own review standards.

Our Tax Returns Preparation Capabilities

Scope of Work

  • Individual Tax Return Preparation (1040)
  • Partnership Tax Return Preparation (1065)
  • Corporation Tax Return Preparation (1120, 1120S)
  • Fiduciaries Tax Returns Preparation (1041)
  • Non-Profits Tax Returns Preparation (990)
  • Estate & Gift Tax Returns Preparation (706)
  • Year-End Reporting Preparation (1099)
  • Foreign Forms such as Form 8865, Form 8621, Form 5471, Form 8938 etc.
  • Tax Calculation Worksheets
  • Data Entry into Tax Software
  • Review of Returns

What We Will Need

  • Client Requirement Builder– AcoBloom Checklist
  • Access to your Tax Organizer/Document Checklist
  • Previous year’s Return
  • Current year’s Source Document
  • Access to Tax Software
  • Access to Practice Management Software

What We Will Provide

  • Reviewed and Completed Tax Return
  • Tax Calculation Worksheet to tie out figures with the Tax Return
  • Notes & Assumptions Document
Why Outsource Tax Preparation to AcoBloom?

The Optimal Choice for Your Tax Preparation Needs

Outsource tax preparation to India with AcoBloom

Hear It Straight from One of Our Client

A CPA firm shares their honest experience outsourcing tax returns to AcoBloom - and how this tax season went as a result.

Turnaround Time (Including both Preparation and Review)

* Provided all documents are shared with our team in a timely manner.
Simple Return

Upto 24 Hours

Moderate Return

Upto 48 Hours

Complex Return

Upto 72 Hours

How Outsourcing Tax Returns to AcoBloom Works

From the first call to the first reviewed return, our process follows five steps. Your team stays in control of review and filing throughout, and you can start with a trial return before you commit.

1. Scope and trial

Tell us your expected volume, return types and software. Send a couple of returns as a trial to check our quality, communication and turnaround.

2. Secure setup

We agree access to your tax software, practice management system and document checklist, following our transition workflow.

3. Preparation

You share the prior-year return and current-year documents. A preparer enters the data and prepares the return and the tax calculation worksheet.

4. Manager review

A manager reviews every return for accuracy before it leaves us.

5. Delivery

You receive the reviewed return, the tie-out worksheet and our notes, ready for your final review and filing.

Offshore Tax Preparation Pricing: Managed FTE or Per Return

Managed Full-Time Equivalent (FTE)

  • A dedicated full-time resource with 3+ years of experience in Tax Returns Preparation is dedicatedly assigned to your firm, giving 160 hours in a month.
  • For quality control, all the work is reviewed by a manager with 7+ years of experience before being sent to you.
  • The manager is the key point of contact and available for doing weekly meetings to discuss workflow, planning, feedback, work allocation etc.
  • The fixed fee per month includes manager’s review cost as well.

Per Return Based

  • We charge based on the complexity of 1040, 1120, 1120s & 1065 tax returns.
  • Individual and entity tax returns are categorised into 3 levels i.e. Simple, Moderate & Complex.
  • We provide a ‘Tax Returns Parameters’ document to categorize the complexity of each return.
  • The processor prepares the return and then the manager reviews it to ensure accuracy and quality.

Software Capabilities

CCH Axcess logo
Intuit Lacerte logo
UltraTax CS logo
Drake Software logo
ATX logo
Intuit ProSeries logo
CCH ProSystem fx logo
Intuit TurboTax logo
TaxDome logo
Canopy logo
Karbon logo
Financial Cents logo
Corvee logo
monday.com logo
Intuit Practice Management logo
Onvio logo
Right Networks logo
Software supported by AcoBloom
Remote Desktop Connection logo
Software supported by AcoBloom
Software supported by AcoBloom
Software supported by AcoBloom
Software supported by AcoBloom

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Frequently Asked Questions

AcoBloom adheres to stringent international security standards and IRS regulations, such as WISP, SOC 2, & ISO 27001, to guarantee the highest level of data security. We implement advanced security measures, including encryption, firewalls, and intrusion detection systems, and conduct regular audits to prevent unauthorized access and data breaches.

Our outsourced tax preparers come with a range of experience levels to match your needs, from those with 2-3 years of experience to seasoned professionals with many years in the field. Additionally, we can provide outsourced tax managers who are capable of overseeing a team. All of our tax preparers are trained to work independently and do not require micromanagement.

We do not require a commitment to a minimum number of returns and just need to know the tentative volume of tax returns you plan to send during the tax season so that we can perform the right resource allocation.

We have fixed per-return based pricing depending upon the complexity of the tax return: Simple, Moderate, Complex, or Super Complex.

Yes, you can simply send our team a couple of tax returns to gauge the quality of our services and evaluate us on various parameters such as turnaround time, communication, review process, etc.

MyCPE is our training partner, and we conduct regular MyCPE training sessions to make our employees aware of recent tax related regulatory changes by the IRS.

Yes, you can speak with our tax team and can also set up weekly or bi-weekly meetings to discuss workflow, planning, feedback, work allocation, etc.

Yes, we can provide client references of all sizes of CPA firms (large, mid, and small) whom you can directly speak with to assess us on various parameters such as quality, turnaround time, cost, communication, data security, etc.

No, there are no additional or hidden charges besides the tax preparation fee. You only pay when we prepare, review, and deliver the tax return back to you.

Yes. The IRS has allowed offshore tax preparation since 2006, as long as you get your client’s written consent under IRC Section 7216 before sharing their tax information. Our IRS 7216 outsourcing compliance guide explains the consent process step by step.

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Reliable Outsourced Tax Return Preparation Services

Discover reliable, expert tax return preparation services with AcoBloom. Enhance your firm's efficiency and security—Contact Us to Get Started!




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