For tax professionals, tax season often involves managing significant amounts of paperwork and long hours. From January to April, the new tax year brings clients who haven’t filed their taxes in advance and involves keeping up with complex regulatory changes while managing client expectations. To manage this workload during the peak busy season and sustain a strategic advantage in business development, many accounting firms turn to outsourcing for critical tasks like tax filing.
When choosing an outsourcing service for tax filing, there are three major boxes that an excellent and reliable service provider must check off. Expertise and Quality assurance in terms of skilled professionals, up-to-date knowledge, software proficiency, and proven track record. A compatible outsourcing model that collaborates with internal tax professionals in the most efficient way. Security and reliability that entails strong data protection systems, tax compliance outsourcing compliance with IRS standards, seamless communication, and the ability to meet deadlines.
This blog provides all the data on the best outsourcing services for accounting firms looking to outsource their tax filing processes.
AcoBloom International
AcoBloom International is a significant presence in the accounting profession with partnerships from a respected public accounting firm established in 1974. It offers tax return preparation services through the use of qualified and experienced accountants who are assisted by dedicated staff, most of whom have years of experience, each managed by an experienced senior accountant. The company provides quality services through multi-level reviews and strict adherence to the standards set forth by the Internal Revenue Service (IRS).
AcoBloom provides outsourced tax return preparation primarily for CPA firms and tax preparation services for various types of tax returns, including 1040s, 1099s, sales and use tax returns, corporate, partnership, fiduciary, and non-profit types. It utilizes various tax software applications (CCH, TaxCalc, Drake, QuickBooks, and many others) to maintain compliance with IRS regulations, provide accurate services, and maximize efficiency for CPA firms to increase their capacity to serve clients without needing to hire more employees. AcoBloom has built its reputation as a trusted partner through its consistent ability to accurately assist clients with their tax preparation needs, especially during busy tax seasons.
| Company Name | AcoBloom International |
|---|---|
| Background | Supported by partners from an established accounting firm founded in 1974. |
| Who They Serve | CPA firms and accounting practices. |
| Types of Returns Handled | 1040, 1099, Sales & Use, Corporate, Partnership, Fiduciary, Non-Profit. |
| Team Expertise | Skilled accountants, dedicated staff, and senior managers with decades of experience. |
| Quality Control | Multi-level review process and strict IRS compliance. |
| Security & Compliance | ISO 27001, GDPR, strong data protection standards. |
| Software Used | CCH, TaxCalc, Drake, QuickBooks, and others. |
| Key Benefits | Cost-effective, fast turnaround, scalable support, integrates easily with existing workflows. |
| Overall Value | Helps firms stay current with tax laws and manage workload efficiently, especially during busy season. |
QX Accounting
QX Accounting Services, a top provider of outsourced services, provides fast and reliable outsourced tax filing support to CPA firms. QX employs a staff of tax professionals trained in U.S. laws who are capable of preparing all types of returns, including individual, corporate, partnership, and fiduciary returns, as well as not-for-profit filing. With a focus on providing complete tax compliance outsourcing with IRS standards for outsourcing tax filings, QX employs a rigorous multi-layered review process, using industry-leading tax software applications to ensure easy integration into each firm’s existing workflow.
QX offers firms an efficient solution to handling the high volume of tax filings they must handle during the tax season, with faster turnaround times and the assurance of maintaining consistent quality. Security is a core priority at QX, and ISO-accredited systems protect firm data. QX provides GDPR compliant tax filings that conform to the current European Union standards for tax compliance, and provides secure file-sharing systems to ensure the safe transfer of sensitive tax return data. Additionally, QX supports firms with the ability to scale their operations very quickly during peak periods with their flexible outsourcing models.
| Company Name | QX Accounting Services |
|---|---|
| Reputation | Leading outsourcing provider known for reliable, efficient tax filing support for CPA firms. |
| Who They Serve | CPA firms needing scalable tax preparation assistance. |
| Types of Returns Handled | Individual, Corporate, Partnership, Fiduciary, Non-Profit. |
| Team Expertise | Trained U.S. tax professionals experienced in handling diverse tax filings. |
| Quality Control | Structured multi-level review process ensuring accuracy and IRS compliance. |
| Software Compatibility | Works with major tax software platforms for seamless workflow integration. |
| Security & Compliance | ISO-certified data protection, GDPR compliance, secure file-sharing protocols. |
| Key Benefits | Faster turnaround, consistent quality, scalable support during high-volume seasons. |
| Overall Value | Helps firms manage busy periods effectively with cost-efficient, dependable outsourcing. |
CapActix
CapActix is an offshore outsourcing leader serving CPA practices with efficient and scalable tax accounting services. Their staff of experienced tax professionals uses an efficient and secure process from start to finish, from document receipt and review to e-file submissions, assisting practices with large volumes during tax season. They integrate directly with practitioners’ licensed tax preparation software and make sure all submissions comply with IRS rules.
It also boasts impressive performance statistics, having processed more than 4,500 tax returns with a client satisfaction rate of 98%. Firms that have partnered with CapActix have seen an impressive 85% reduction in workload compression during peak tax months.
The organization has ensured that most returns are processed within 24 hours, helping CPA accountancy firms meet deadlines without compromising on accuracy.
| Company Name | CapActix |
|---|---|
| Reputation | Leading offshore outsourcing provider supporting CPA firms with scalable tax filing services. |
| Who They Serve | CPA firms needing support during heavy tax season workloads. |
| Team Expertise | Trained tax professionals using standardized, secure workflows from intake to e-filing. |
| Software Compatibility | Works directly in clients’ licensed tax software. |
| Compliance | Ensures all tax returns meet IRS standards. |
| Performance Metrics | 4,500+ tax returns prepared; 98% client satisfaction rate. |
| Efficiency Impact | CPA firms experience up to an 85% reduction in workload compression during peak months. |
| Turnaround Time | Many returns completed within a 24-hour processing window. |
| Overall Value | Streamlined processes, fast turnaround, and high accuracy help firms meet deadlines smoothly. |
Taxfyle
Taxfyle is a tech-enabled tax accounting services and outsourcing solution that links CPA practices with a very large network of U.S. licensed tax professionals, including CPAs and Enrolled Agents, who prepare and file taxes on behalf of CPA practices and their customers. Its solution links expertise with automation and enables practices to outsource personal and business tax preparations, including 1040, 1065, and 1120 taxes, with flexibility and rapid turnaround. Taxfyle boasts a network of 7,200+ U.S. tax professionals, 100K+ returns processed, and 100+ firm partnerships with an average experience level of about 12 years.
| Company Name | Taxfyle |
|---|---|
| Reputation | Tech-enabled outsourcing platform connecting CPA firms with licensed U.S. tax professionals. |
| Who They Serve | CPA firms and accounting practices needing scalable tax preparation support. |
| Network Size | 7,200+ U.S.-based tax professionals (CPAs, Enrolled Agents, and licensed preparers). |
| Types of Returns Handled | Individual and business filings, including 1040, 1065, and 1120. |
| Team Expertise | Average preparer experience of ~12 years, offering deep subject-matter expertise. |
| Platform Capabilities | Workflow automation, expert support integration, and flexible outsourcing for firms. |
| Performance Metrics | 100K+ tax returns prepared; 100+ CPA firm partnerships. |
| Key Benefits | High scalability, fast turnaround, flexible outsourcing for busy seasons. |
| Overall Value | Combines technology and professional expertise to streamline tax filing and improve capacity for firms. |
Thomson Reuters
Thomson Reuters provides professional-grade outsourced preparation and filing services for tax returns, branded as Outsource, to help accounting firms manage larger quantities of tax returns without the need to hire additional staff, thus providing firms an alternative solution. Trained at Thomson Reuters, Outsource’s professional team prepares the full range of U.S. tax forms such as Individual (1040), Fiduciary (1041), Business Returns including 990, 1065, 1120, 1120S. These professionals seamlessly integrate with many of the leading professional tax software platforms (CCH Axcess Tax, GoSystem Tax RS, Lacerte, UltraTax CS) to enhance the firm’s practice workflow.
Thomson Reuters’ outsourcing service is extremely scalable and offers flexibility and fast turnaround times. The service provides firms with flexibility because there is the option of using a standard turnaround of three-days or an expedited service which provides a one-day turnaround, allowing firms to fulfill their peak tax season requirements with the same consistent level of quality. In addition, since Thomson Reuters is the leader in the marketplace for tax technology (including tax automation) and many of the firms utilize the Thomson Reuters software suite of tax products, they can offer outsource services that have a high level of technology integration and process efficiency.
| Company Name | Thomson Reuters (Outsource Tax Preparation Services) |
| Reputation | Leading provider of outsourced tax preparation backed by industry-standard tax technology. |
| Who They Serve | CPA firms needing high-volume tax preparation support without expanding in-house staff. |
| Types of Returns Handled | 1040, 1041, 990, 1065, 1120, 1120S, and other U.S. tax forms. |
| Team Expertise | Skilled professionals trained in U.S. tax preparation and IRS compliance. |
| Software Compatibility | Integrates with CCH Axcess Tax, GoSystem Tax RS, Lacerte, UltraTax CS, and other major platforms. |
| Turnaround Options | Standard 3-day processing or 1-day expedited service during peak seasons. |
| Technology Strength | Supported by Thomson Reuters’ leading tax software ecosystem and automation tools. |
| Key Benefits | High scalability, fast turnaround, consistent accuracy, smooth technology integration. |
| Overall Value | Helps firms meet deadlines and manage peak workload efficiently, powered by strong tech and experienced preparers. |
Conclusion
For accounting firms, outsourcing serves as a versatile tool with two main applications. One: to adopt outsourcing temporarily during peak seasons to manage workload effectively. The other is to integrate outsourcing into their long-term strategy, with dependable outsourcing services driving business growth. This approach enables accounting firms to focus on advisory and client-facing decisions while outsourcing accounting and operational tasks.
For tasks like outsourced tax filing services, it is essential to collaborate with a reliable outsourcing firm to ensure accurate and secure integration of the client’s data into the filing process, thereby minimizing errors and improving compliance.
