Add Tax Preparation Capacity Without Adding Full-Time Payroll.
Taxservo supports U.S. CPA and accounting firms with tax return preparation and bookkeeping from our India-based professional team—so your firm can take on more work without carrying the full cost of another full-time hire.
Built for CPA firms • U.S. tax work • India-based delivery team
Individual returns
Partnership returns
Corporate returns
Additional U.S. tax support
Monthly accounting support
Your Firm Has the Clients. We Help With the Work.
When deadlines approach, hiring and training another full-time employee is not always the answer. Taxservo gives CPA firms an additional preparation resource when capacity is tight.
Increase Capacity
Handle additional returns during busy periods without immediately expanding your permanent payroll.
Protect Your Deadlines
Use an additional preparation team when your internal staff is already stretched.
Keep Your Workflow
Work with the software and process your firm already uses, with clear instructions and review points.
What We Can Support
Start with the work your team needs help with most.
Individual Tax Returns
U.S. Form 1040 preparation support and related schedules.
Partnership Returns
Form 1065 preparation support and related work.
S-Corporation Returns
Form 1120-S preparation support and supporting schedules.
C-Corporation Returns
Form 1120 preparation support and related tax work.
International / Related Forms
Support for selected forms such as Form 5472, based on your firm's requirements.
Bookkeeping & Accounting
Ongoing bookkeeping and accounting support for firms and their clients.
Start With 3 Returns.
You do not need to commit your entire client book to an outsourcing partner. Test the workflow first.
- Send a small batch of 3 returns.
- We follow your firm's preparation instructions and workflow.
- Your team reviews the work before filing.
- If the fit is right, expand the relationship.
Request the 3-Return Pilot
Tell us a little about your firm. We will contact you to discuss the work you need support with.
Simple Workflow
No complicated sales process. Start small and evaluate the work.
Tell Us the Work
Share the return types, volume and workflow your firm needs support with.
Send the Pilot
Provide three sample returns or a small initial batch.
We Prepare
Our India-based team works on the assigned preparation tasks.
Your Firm Reviews
Your CPA or reviewer retains control of the final review and filing decision.
Need More Tax Preparation Capacity?
Let's discuss the work sitting on your team's desk before the next deadline. Start with a 3-return pilot and see if Taxservo fits your firm.