Back Office Services for CPA Firms

Back Office Services for CPA Firms is designed exclusively to support CPA firms with reliable back office Tax Accountant services. We help firms increase capacity, reduce operational pressure, and maintain consistent turnaround times during and beyond tax season. Our model supports firm growth without compromising quality or control.

Firms We Work With

We support CPA firms, accounting practices, and bookkeeping firms across the USA. Our services are suited for firms managing high volumes of individual and business tax engagements. From small practices to growing multi-partner firms, we align with your internal processes and review standards.

Dedicated Tax Accountant Support

Our Tax Accountants assist with preparation of Individual Tax Returns (1040) and Business Tax Returns including 1065, 1120S, and 1120. They handle bookkeeping clean-up, accounts payable and receivable, and detailed general ledger reviews. All work is performed under your firm’s guidance and quality expectations.

Month-End and Year-End Readiness

We support accurate bank and credit card reconciliations, loan reconciliations, and payroll entry postings. Our team assists with monthly, quarterly, and annual closings including journal entries, P&L, and Balance Sheet preparation. This ensures your firm remains review-ready and deadline-compliant.

Sales Tax and Workflow Discipline

Our Tax Accountants prepare sales tax workings and assist with e-filing sales tax returns. Structured workflows, task prioritization, and deadline tracking help reduce last-minute stress for your internal team. This improves overall operational efficiency across engagements.

Systems and Software Alignment

Our professionals are experienced with:

We adapt quickly to your firm’s existing technology stack.

Flexible Engagement Structure

Choose full-time or part-time Tax Accountant support based on workload fluctuations and tax season demands. Our team functions as an extension of your firm, following your workflows, timelines, and review processes. Scalability and continuity are built into every engagement.

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