FINSMART SERVICES
CPA & ACCOUNTING FIRM
Deliver accurate, compliant, and efficient tax prep—built for CPA firms that value precision and speed.
The Tax Associate Seat supports your firm with reliable, detail-oriented professionals who handle core tax preparation tasks. From entering client-provided data to preparing supporting forms and tracking progress, these associates ensure your returns are accurate, compliant, and delivered on time. Perfect for firms looking to streamline tax operations and improve turnaround without adding hiring complexity.
SEAT FEATURES
- Pre-trained on leading tax software like UltraTax, Lacerte, Drake, ProConnect, CCH Axcess
- 2 year of tax preparation experience
- Accuracy-focused, deadline-driven, and process-compliant
- Seamless collaboration with your in-house tax team
- Supervised by Finsmart Engagement Manager for quality assurance
SCOPE OF WORK
Input basic Form 1040 data from client-provided documentsInput Form 1120S (S-Corp) and Form 1065 (Partnership) using client-provided P&L and Balance SheetPrepare FinCEN Form 114 (FBAR) for foreign bank account reportingGenerate a missing documents list by comparing current-year records with prior-year returnsProvide daily progress updates and maintain accurate time trackingConduct basic quality checks for data accuracy
FIX APPOINTMENT
Scale your tax department with skilled professionals who deliver accuracy, insight, and control.
The Tax Senior Seat brings advanced tax preparation expertise to your firm. Equipped to handle complex filings across multiple entities, these professionals manage detailed workpapers, book-to-tax adjustments, and tax analysis with accuracy and efficiency. They also provide initial reviews, freeing up your senior leadership’s time to focus on high-value advisory and growth.
SEAT FEATURES
- 4+ years of tax experience across U.S. entities
- Proficient in Federal and State returns
- Skilled in handling complex entity structures
- Effective communicator and client coordinator
- Supported by Finsmart Engagement Manager for seamless delivery
SCOPE OF WORK
Prepare detailed workpapers for individual and business tax returnsIndividual & Estates: 1040, 1040NR, 1041, 706 (Estate)Business Entities: 1120 (C-Corp), 1120S, 1065, 5471/5472 (Foreign Ownership)Non-Profits: 990, 990EZPrepare book-to-tax adjustments (AJEs) for accurate tax reportingAnalyze tax returns, and identify discrepancies by comparing prior-year tax returnsAssist with estimated tax calculationsDirect client interaction for missing documents and/or clarifications (if required)Initial review of tax returns prepared by others (if required)
Lead with confidence—ensure every return is reviewed, compliant, and ready to file.
The Tax Manager Seat brings leadership, quality assurance, and oversight to your tax operations. These senior professionals manage reviews, conduct tax research, and coach your team—ensuring every return meets the highest compliance standards. Acting as your extended leadership arm, they strengthen control, enhance accuracy, and drive consistency across all tax deliverables.
SEAT FEATURES
- 8+ years of experience in U.S. tax preparation and review
- Strong leadership and quality review capabilities
- Deep knowledge of compliance, filing, and workflow optimization
- Client-facing and mentor-oriented approach
- Backed by Senior Tax Advisor support for technical expertise
SCOPE OF WORK
Deliver a ready-to-file tax return in compliance with laws and regulationsPerform detailed review of tax work papers and provision calculations completed by other associatesConduct thorough tax research and provide recommendations to CPA (no direct deliverables or tax advisory to clients)Provide ongoing coaching and mentoring to the tax teamCommunicate with clients directly and provide a tax return walkthrough (if required)Track project status, work assignment for team, client service opportunities, and other significant matters (as required)Comparative Table
Finsmart Tax Seat Features and Cost Analysis
Seat Type
Tax Associate Seat
Tax Senior Seat
Tax Manager Seat
Experience Level
Bachelor’s in Accounting with 2+ years of experience
Bachelor’s/Master’s in Accounting with 4+ years of experience
Master’s in Accounting with 8+ years of experience
Monthly Cost (USD)
$3,200
$4,500
$6,000
Core Focus
Accurate data entry, basic tax prep, document tracking
Complex returns, reconciliations, adjustments, initial reviews
Review, leadership, compliance oversight, mentoring
Key Deliverables
Form 1040, 1120S, 1065, FBAR, data checks
Individual, Corporate, Partnership & Nonprofit returns
Return review, tax research, provision checks
Ideal For
Firms seeking cost-effective, reliable tax prep support
Firms scaling tax operations with mid-level expertise
Firms needing leadership-level oversight & process control
Comparative Table
Finsmart Tax Seat Features and Cost Analysis
Tax Associate Seat
Experience Level
Monthly Cost (USD)
Core Focus
Key Deliverables
Ideal For
Tax Senior Seat
Experience Level
Monthly Cost (USD)
Core Focus
Key Deliverables
Ideal For
Tax Manager Seat
Experience Level
Monthly Cost (USD)
Core Focus
Key Deliverables
Ideal For
CPA & Accounting Firms Services
Finsmart Talent. Build your Team.
Finsmart Accounting Seat model delivers pre-trained professionals who integrate effortlessly into your firm, managed by you and working through your tech, email, and communication tools.
Bookkeeping Seat
Get accurate, efficient bookkeeping with certified offshore talent—fully dedicated and embedded into your firm’s workflow.
Dedicated Seat
US $ 2400 / month
Hourly Seat
US $ 20 / hour
Sr. Accounting Seat
End-to-end accounting support including month-close, reconciliations, and reports—delivered by experienced professionals embedded in your team.
Dedicated Seat
US $ 3200 / month
Hourly Seat
US $ 25 / hour
Reviewer Seat
Free up Partner bandwidth with expert reviewers handling reconciliations, financial reviews, and year-end readiness with precision.
Dedicated Seat
US $ 3600 / month
Hourly Seat
US $ 30 / hour
USA Tax Seat
Scale your tax practice without the hiring headache—plug in pre-vetted U.S. tax pros who deliver accuracy, compliance, and speed.
Tax Associate Seat
US $ 3200 / month
Tax Senior Seat
US $4,500 / month
Tax Manager Seat
US $6,000 / month
Cleanup Seat
Specialized team for fixing broken books, performing reconciliations, and preparing clean, compliant financial records quickly.
Hourly Seat
US $ 25 / hour
Workflow Seat
Set up or optimize practice workflows and software with experts who bring structure, visibility, and operational efficiency.
Workflow Customization: 4 Weeks
US $ 2499 / month
Workflow Customization + Practice Management Software: 8 Weeks
US $ 5000 / month
Requires CPAs to disclose sensitive end-client details, making the process cumbersome and repetitive every time a new client is added.
Involves hiring FTEs, requiring extensive recruitment efforts, compensation negotiations, and onboarding delays.
At Finsmart Accounting, we have redefined the way CPA and Accounting firms outsource their accounting needs with our groundbreaking Accounting Seat model. Unlike traditional outsourcing approaches that create inefficiencies, delays, and operational complexities, Accounting Seat is an innovative, plug-and-play solution designed to deliver pre-vetted, pre-qualified, and pre-trained accounting professionals who seamlessly integrate with your firm.
One Subscription. Three Layers of Expertise.
When you sign up for Accounting Seat, you’re not just getting a single resource—you’re unlocking a three-layered powerhouse team designed to drive efficiency, accuracy, and success in your accounting operations.
A Dedicated Account Manager who handles daily accounting tasks as an extension of your team, an Engagement Manager who oversees onboarding, engagement performance, and delivery to ensure success, and a Senior Accounting Advisor who steps in as needed to provide expert guidance on complex matters and technical oversight—all included in your subscription.
This 3-tier team structure ensures that whether you’re looking to scale, optimize workflows, or gain senior-level expertise, you have the right professionals backing you – all included in your subscription, with no hidden costs.
Accounting Seat – Model Advantages
Plug-n-Play Model
Instantly deploy trained accountants -no hiring, no onboarding delays.
English-Speaking Talent
Fluent communication for smooth coordination with your onshore team.
Certified in QBO, Xero & More
Work with accountants certified in leading global platforms and tools.
Tech-Savvy Accountants
Adaptable professionals who understand accounting tech and automation.
Your Team, Managed by You
Fully dedicated resources that function like your in-house staff—under your direction.
Hassle-Free Resource Replacement
Backed by a strong bench—seamless transitions with no retraining cost.
5 Easy Onboarding Steps
Once the agreement is signed, your Finsmart team will be
up and running within 7 days, following these 5 simple steps.
1. Talent Assigned.
Finsmart’s ready plug-and-play model lets you onboard pre-vetted talent and begin training immediately.
2. Client Process Training
The assigned team undergoes client process training, which you only need to do once. We’ll document it for future talent training.
3. Test Run Projects
The team will conduct a mock session on your projects to ensure work effectiveness and efficiency.
4. Review Test Projects
Customer and Finsmart team together reviews the project tests to bring more efficiency.
5. Team Goes LIVE!
Once the customer is satisfied, the team goes LIVE, and you can manage them as your in-house team.
Scale Smart.
Grow Fast.
Unlock accounting capacity with plug-and-play offshore teams—no hiring, no hassle, just results.
Accelerate your growth.
Get Started today.
A Tax Seat provides you with a dedicated, trained tax professional who functions as a seamless extension of your in-house team. This full-time resource directly accesses your systems (via secure RDP/cloud) and performs all the preparation, and compliance tasks your remote employee would, instantly resolving your capacity bottlenecks during peak season and beyond.
Our tax professionals are trained and proficient in all major U.S. tax software suites, including UltraTax, ProConnect, ProSeries, CCH Axcess Tax, Lacerte, and more. Since they work directly within your firm’s secure systems, there is zero learning curve regarding new software or platform migration.
Every dedicated tax professional undergoes rigorous, continuous training focused exclusively on U.S. tax code, GAAP standards, and the latest IRS regulations. This includes annual updates before tax season. Our resources typically hold a relevant degree and possess significant hands-on experience in preparing various U.S. returns (1040, 1120, 1065, etc.).
Our streamlined process is designed for rapid deployment. Once the contract is finalized, we can typically have a fully-vetted and system-ready tax professional onboarded and working within 2 to 3 weeks*. This involves final skill verification, security setup, and a brief orientation to your specific firm’s workflow and communication channels.
Our Tax Seat is offered on a fixed monthly fee basis, providing you with transparent and predictable costs. This model is significantly more cost-effective than hiring an equivalent in-house resource, as it eliminates overhead like recruitment fees, benefits, payroll taxes, and office space, allowing you to convert a variable cost (salaries/overtime) into a fixed, budget-friendly expense.
Our dedicated model is designed to align with your firm’s schedule. Our professionals use your preferred tools (Slack, Microsoft Teams, email, Zoom) and are available during mutually agreed-upon core hours to overlap with your business day.
Our Tax Seat professionals are trained across a comprehensive range of U.S. tax forms. They are proficient in preparing Individual (1040), Corporate (1120/1120-S), Partnership (1065), Non-Profit (990), and Fiduciary (1041) returns, in addition to state and local filings.
Yes. Scalability is a cornerstone of our Tax Seat model. We maintain a ready bench of pre-vetted, trained tax professionals, providing the flexible capacity necessary to manage unexpected growth or peak season demands efficiently.
