Hire a Dedicated Tax Preparer for Your CPA Firm
Stop scrambling for tax season capacity. Finsmart's dedicated tax professionals handle your 1040s, 1120s, 1065s, and state returns inside your software, following your checklists, under your brand.
Every Major US Tax Form Your Firm Files
From individual 1040s to partnership, corporate, estate, trust and non-profit returns, your dedicated preparer works across the forms your firm files.
Form 1040
US Individual Income Tax Return
Form 1040-NR
US Nonresident Alien Income Tax Return
Form 1040-X
Amended US Individual Income Tax Return
Form 1041
US Income Tax Return for Estates and Trusts
Form 706
US Estate Tax Return
Form 1065
US Return of Partnership Income
Form 1120
US Corporation Income Tax Return
Form 1120S
US Income Tax Return for an S Corporation
Form 1120C
US Income Tax Return for Cooperative Associations
Form 1120-X
Amended US Corporation Income Tax Return
Form 5471
Information Return for US Persons With Foreign Corporations
Form 5472
Information Return for 25% Foreign-Owned US Corporations
Form 990
Return of Organization Exempt from Income Tax
Form 990-EZ
Short Form Return of Organization Exempt from Income Tax
Form 990-PF
Return of Private Foundation
Form 990-T
Exempt Organization Business Income Tax Return
FinCEN Form 114 (FBAR)
Report of Foreign Bank and Financial Accounts
Forms 4868, 7004 and 8868
Automatic Extension of Time to File
Software Proficiency
We Work In Your Tax Software
No new platform to buy or learn. Our preparers are trained and proficient in all major professional tax applications - working directly inside your existing system.
Intuit ProConnect
Cloud Tax Software
UltraTax CS
Thomson Reuters
Drake
Drake Tax Software
CCH Axcess / ProSystem fx
Wolters Kluwer
TurboTax Business / ProSeries
ProSeries / TurboTax
Lacerte Tax
Complex Returns
OLT Pro
Professional Tax Software
TaxAct
Tax Software
USA Tax Seat Pricing
Need Something This Tax Season?
Pick the tax seat that fits your return volume and complexity. Every seat has published pricing, a 3-tier support team and no contract.
Tax Associate Seat
Full-time, dedicated Tax Preparer. Works in your tools. Reports to you.
- Input basic Form 1040 data from client-provided documents
- Input Form 1120S (S-Corp) and Form 1065 (Partnership) using client-provided P&L and Balance Sheet
- Prepare FinCEN Form 114 (FBAR) for foreign bank account reporting
- Generate a missing documents list by comparing current-year records with prior-year returns
- Provide daily progress updates and maintain accurate time tracking
- Conduct basic quality checks for data accuracy
Tax Senior Seat
Scale your tax department with skilled professionals who deliver accuracy, insight, and control.
Project-based - no monthly minimum
- Prepare detailed workpapers for individual and business tax returns
- Individual & Estates: 1040, 1040NR, 1041, 706 (Estate)
- Business Entities: 1120 (C-Corp), 1120S, 1065, 5471/5472 (Foreign Ownership)
- Non-Profits: 990, 990EZ
- Prepare book-to-tax adjustments (AJEs) for accurate tax reporting
- Analyze tax returns, and identify discrepancies by comparing prior-year tax returns
- Assist with estimated tax calculations
- Direct client interaction for missing documents and/or clarifications (if required)
- Initial review of tax returns prepared by others (if required)
Tax Manager Seat
Lead with confidence. Ensure every return is reviewed, compliant, and ready to file.
- Deliver a ready-to-file tax return in compliance with laws and regulations
- Perform detailed review of tax work papers and provision calculations completed by other associates
- Conduct thorough tax research and provide recommendations to CPA (no direct deliverables or tax advisory to clients)
- Provide ongoing coaching and mentoring to the tax team
- Communicate 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)
Starting from
$3,200/mo
No lock-in contracts
Your Tax Preparer
A Tax Preparer Who Learns Your Firm
One tax preparer is assigned to your firm and works only on your returns. They learn your return checklists and review notes, so you explain them once.
- One named tax preparer assigned to your firm
- Works in your existing tax software, no migration needed
- Prepares 1040, 1120, 1065 and 990 returns
- Completed returns go to your review queue with every schedule included
Six Reasons Firms Choose Finsmart
The Accounting Seat Model is built on principles that make dedicated hiring actually work, not just look good on paper.
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.
Included With Every Seat
You Don't Just Get One Person. You Get a Team of Three
Every Finsmart accounting seat comes backed by a 3-tier support structure, built in at no extra cost.
Tier 1: Dedicated Accounting Professional
Your day-to-day person: handles your workflow, logs into your tools, and delivers the work.
Tier 2: Engagement Manager
Your point of contact for onboarding, issue resolution, process documentation, and quality review.
Tier 3: Senior Accounting Reviewer
A senior expert who reviews output before it reaches you, ensuring accuracy and compliance.
Three roles. Zero extra cost.
The 3-tier team is built into every seat from Day 1. You don't need to ask for it; it's simply how Finsmart works.
Book a Discovery CallFrom Signed Agreement to Live Tax Preparer in 7 Days
Step 01
Talent Assigned
A pre-vetted tax professional is matched to your firm's tax software, return mix and complexity level.
Step 02
Your Workflow, Your Templates
Your preparer follows your firm's return checklists, review notes and templates from Day 1.
Step 03
Test Run Projects
A mock session on real returns: prepared in your software, using your checklists, and sent to you for review.
Step 04
Team Goes Live
Your dedicated tax preparer goes live and works through your return queue. Completed returns reach your review queue with every schedule included.
Software Expertise
Works in Your Existing Tech Stack
Client Stories
What Our Clients Say
"One of the things my internal team has appreciated is that the Finsmart team has always felt like a part of our team. They're included in our meetings, collaborate seamlessly, and bring efficiency and productivity that we truly value. Every interaction reflects commitment, respect, and partnership."
Elizabeth Bergen
Owner · CPA Firm, USA
"Finsmart has been a great partner to our firm. Their team integrates seamlessly into our operations, and Manjiri, in particular, takes such good care of us—she's diligent, proactive, and truly feels like part of our team. I love working with Finsmart and recommend them wholeheartedly."
Alicia Hoffman
CPA, USA
"Working with Finsmart felt like having a dedicated extension of my own team. Their communication was steady, their execution was thorough, and they handled a complex, three-year cleanup project with precision and professionalism. I felt confident every step of the way—they truly make you feel like you're in good hands."
Susan Cook
Owner · CPA Firm, USA
"I was skeptical about offshore bookkeeping at first. What I didn't expect was how seamlessly Finsmart integrated with our workflow and how little training was required. We now have four dedicated Finsmart team members supporting our clients across restaurants, nonprofits, and small businesses—with accuracy and security standards I genuinely trust."
Kellie Porter
Owner · Arrow Bookkeeping, USA
"Finsmart has noticeably improved the efficiency of our office. The onboarding was straightforward and communication has been clear throughout. Our team can now focus on delivering higher-value work to our clients, knowing the bookkeeping is handled consistently and professionally."
Kellie Work
Accounting Specialist · Collins & Ganley P.C., Pittsburgh PA, USA
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