Scale Capacity with End-to-End Tax Outsourcing
Accurate Tax Returns. Delivered on Time.
Finsmart offers white label tax services to CPA firms. We analyze the capacity you need and deploy the right tax seat so that you can focus on review & advisory work. Our dedicated tax professionals deliver accurate, on-time tax returns under your firm’s name. Prepared by our dedicated US tax team.
USA Tax Seat Pricing
How Much Does Tax Outsourcing Cost Your Firm?
Choose the tax seat that fits your return volume and complexity. Every seat offers transparent pricing, a three-tier support team & no long-term contract. Explore our tax preparation outsourcing services and find the right fit for your firm.
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)
- Tax Planning & Projections
Software Proficiency
Tax Preparation Outsourcing Powered by Industry-Leading Accounting Tools
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
UltraTax CS
Drake
CCH Axcess / ProSystem fx
TurboTax Business / ProSeries
Lacerte Tax
OLT Pro
TaxAct
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
Client Types
Scalable Tax Preparation Outsourcing Tailored for Every Client You Serve
Our preparers are trained in the tax implications of each industry - from food cost deductions to e-commerce sales tax to nonprofit Form 990.
Restaurants & F&B
Food cost, tip tracking, daily sales reconciliation
Real Estate
Property accounting, rental income, CAM reconciliation
Non-Profit
Fund accounting, grant tracking, Form 990 prep
Ecommerce
Inventory accounting, Shopify/Amazon reconciliation
Professional Services
Project billing, WIP tracking, utilisation reporting
How Do Our Outsourced Tax Preparation Services Work?
Our tax preparation outsourcing services follow a structured, five-step workflow to minimize errors and meet deadlines. Your CPAs retain full review control before any return goes to a client.
Step 01
Match Your Preparer
We match based on return types, software stack, and volume. Dedicated preparers - not a shared queue.
Step 02
Firm Standards Onboarding
Your preparer learns your review workflow, client communication style, and quality standards before the first return.
Step 03
Supervised First Returns
First batch of returns reviewed together. We verify accuracy, format, and compliance before your preparer works independently.
Step 04
Full Season Delivery
Your preparer handles the full season workflow. Returns delivered for your review on the timeline you set.
Hire Dedicated Tax Preparer: Scale from 5 to 500 Returns
Your return volume does not arrive on a schedule that suits your headcount. Finsmart’s tax seats let you start with one preparer; pick the model that fits your queue, then adjust it as the season changes.
Start Small, Grow Fast
Start with a single dedicated preparer for small-season overflow. Add preparers mid-season as your queue grows — no long-term contracts required.
Peak-Season Surge Support
March–April crunch? Deploy additional preparers for 8–16 weeks only. Reduce headcount after the filing deadline without any severance or HR complexity.
Year-Round Preparers Available
For firms with year-round return volume — extensions, amended returns, state filings — keep a dedicated preparer active 12 months for uninterrupted throughput.
Volume Pricing Available
Firms processing 100+ returns per season qualify for volume seat pricing. Contact us for a custom quote tailored to your return mix and timeline.
Returns Capacity — By Firm Size
Why Leading CPA Firms Trust Finsmart for Tax Preparation Outsourcing?
Hiring seasonal tax staff is expensive, slow, and risky. Finsmart gives you trained, dedicated preparers ready before the season starts.
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.
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
Common Questions