Outsourced tax preparation services for CPA and accounting firms.

Outsourced tax preparation services are the end-to-end work of getting returns ready and filed, handled by an external team for your firm: organizing source documents, categorizing deductions, drafting individual and business returns (Forms 1040, 1065, 1120, and 1120S), preparing quarterly estimates, 1099 and W-2 processing, sales tax filings, year-end reconciliation, and audit support. With Resourcifi it is a managed engagement, where trained U.S. preparers do the preparation inside your software while your CPAs keep review, signoff, and client advisory.

Yes. Our preparers are trained in IRS guidelines, GAAP, and state-specific tax codes, and we keep current with tax-law changes so filings stay accurate, timely, and compliant. Every return runs through documented QA, and you keep final review and signoff, so the work is checked on both sides before it goes out.

Yes. We work inside the platforms you already use, including QuickBooks, Drake Tax, Lacerte, UltraTax, ProConnect, ProSeries, Xero, and TaxDome. We are tool-agnostic and adapt to your systems and workflow, so your firm does not change how it operates to bring us on.

Every engagement starts with a signed NDA and runs on controls we build to: role-based, least-privilege access so each preparer sees only the returns and records their work requires, secure file transfer and storage rather than personal channels, and audit trails on every return. We run a documented, repeatable quality system, and we tailor controls to your specific compliance needs.

You can have a preparer at work within 24 hours. We begin with a discovery call to scope your tax workload and filing needs, match a qualified preparer to your platforms, and set up access and workflows for a clean handoff. Most firms start with a paid pilot on a defined batch of returns to judge quality and turnaround before scaling.

Yes. Our preparers handle multi-state filings, industry-specific deductions, pass-through entities, and corporate returns for businesses of all sizes across sectors. For complex filings we document the positions and support so your reviewer has a clean, defensible workpaper to sign off on.

That is the common case. The engagement is fully scalable, so you can bring on preparers for peak season, quarterly filings, or year-end support and scale back down after, without carrying year-round cost. You size capacity to your filing volume and release it when the season passes.

You pay for a dedicated preparer or a blended team scoped to your return volume, not for the overhead of seasonal hires, recruiting, benefits, or software seats. Rates run typically about 70% below comparable onshore rates, and you can size the team up or down as your filing volume changes. We suggest a paid pilot first so you can validate quality before committing to a larger engagement.

Look for U.S. tax training and IRS, GAAP, and state-code fluency, work done inside your own software, named preparers and an account manager rather than an anonymous queue, documented QA and security controls with a signed NDA, and the flexibility to scale for busy season and back down after. Ask for a paid pilot on a defined batch of returns so you can judge quality and turnaround before you commit. Resourcifi has run delivery this way since 2017, with 200+ specialists and a 4.9 of 5 rating on Clutch.