Accurate tax prep and documented planning support, delivered by an offshore team that fits your workflow and helps you hit deadlines.
Return preparation based on your firm’s checklists and review standards
Workpaper build, tie-outs, and supporting schedules
Organizing source documents and maintaining a clean audit trail
Drafting planning inputs, scenarios, and reviewer question lists
Extension support, deadline tracking, and status reporting
IRS notice packs and audit support prep (document pull, summaries, draft inputs)
Client communication and advisory conversations
Final technical positions, elections, and disclosures
Reviewer decisions and final sign-off
Engagement pricing, scope, and relationship management
We confirm entity mix, volumes, deadlines, and your workpaper and review format.
We set up folders, naming conventions, trackers, and handoff rules so files stay organized.
Our team prepares returns and workpapers, and flags items that need reviewer attention.
We turn comments quickly, keep change notes clear, and maintain version control
Quarterly or year-end planning inputs, projections, and action lists that your reviewer can approve fast.
Preparation and filing for Form 1040 and related schedules (including 1040-NR where applicable)
FBAR filing support for foreign account compliance
IRS amnesty and notices handling support
Expat compliance support for Forms 2555, 5471, 5472, and related reporting
Partnership returns: Form 1065, including allocation support and K-1 workpapers
Corporate compliance: Form 1120, with federal and state considerations
S-Corporation services: Form 1120-S, including shareholder K-1 support
Multistate taxation support (tracking and workpapers across jurisdictions)
Audit support for IRS audits and inquiries (prep and documentation support)
Estate tax returns: Form 706 support, including valuation workpaper preparation
Gift tax returns: Form 709 support
Trust tax returns: Form 1041 support
Estate and trust planning inputs and documentation support
Exempt organization returns: Forms 990 and 990-EZ support
Planning support for nonprofits to improve compliance and preserve benefits
Individual planning: quarterly and annual projections (including tools like BNA, where used)
Business planning: scenario support tied to financial goals and compliance limits
Expat planning: tailored planning inputs for cross-border compliance
Credits and incentives: identification support to reduce liabilities
Tax projections: accurate forecasting to reduce penalty risk
Individual returns: Form T1
Corporate returns: Form T2
Partnership returns: Form T5013
Expat tax planning: support for Canadian expatriate compliance strategies
Sales tax return services: filing and preparation for sales and use tax, liability calculations, and notice responses
Tax dispute resolution: audit, dispute, and appeal support packs
FoTax research support: access to tax professionals, verified references, and updates on regulatory changesrm
We deliver organized workpapers, clean tie-outs, and clear notes so your reviewers spend time deciding, not re-building.
Our delivery model is designed around deadlines and documentation. That is what keeps CPA firms calm during peak season.
Planning inputs are practical, tied to numbers, and documented so partners can review quickly and confidently.
We work inside your tools and your workflow. Your firm stays in control, and the day-to-day stays predictable.
CPA firms trust us with sensitive data, so security is built into how we operate. We follow secure access principles, controlled data handling, and process discipline that supports compliance-heavy environments.
(If you want, we can share our security overview during the fit call.)
We’ll review your volume, entity mix, tools, deadlines, and your review standards.
You get a breakdown of what we handle vs what stays with your firm, plus a clean handoff process.
We begin with a defined set of returns or a client segment, then expand once your team is comfortable.
Tax preparation is the process of compiling, validating, and filing returns accurately and on time. Tax planning is the forward-looking work that helps reduce risk, avoid penalties, and make better decisions before deadlines hit.
Yes. We can support complex scenarios and high-level review support depending on your firm’s requirements and how you structure the engagement.
Yes. We align to your checklists, workpaper formats, file structure, and review standards.
We follow a security program aligned to CPA firm expectations, with SOC 2 (applied), ISO 27001 (certified), and GDPR (applied) controls supporting how we manage sensitive information.
BDO Alliance USA is among the industry’s largest associations of accounting and professional service firms. With more than 800 independent Alliance firm locations, the Alliance represents nearly every state and includes a comprehensive range of services.
Subscribe to our newsletter for expert financial tips, industry news, and updates straight to your inbox