Stop Losing Tax Season to 1040 Backlogs
Trained offshore preparers handle individual returns inside your software – with multi-layer review before anything hits your desk. Scale for season, keep quality year-round.
Tax season shouldn’t be a survival exercise
Every year, firms scramble to hire seasonal preparers, push extensions, and pile reviews onto partners who should be focused on advisory and client relationships – not fixing misclassified Schedule C income at midnight.
Seasonal Volume Spikes
Your team handles 3x the workload in 4 months. Quality drops, deadlines slip, and burnout compounds.
Preparer Shortages
Qualified 1040 preparers are hard to find, expensive to hire, and slow to onboard – especially mid-season.
Review Bottlenecks
Partners spend 60%+ of tax season reviewing returns instead of managing clients and growing the practice.
Extension Overload
40% of returns go on extension – not because they’re complex, but because there’s nobody to prepare them.
Comprehensive 1040 Preparation
From standard W-2 returns to complex multi-state filings – handled by U.S. tax-trained offshore teams inside your software.
Standard 1040 Preparation
W-2 income, standard/itemized deductions, credits, and e-filing for straightforward individual returns.
Complex Individual Returns
Schedule C/E/F, rental properties, K-1 flow-throughs, stock transactions, and multi-source income.
Multi-State Individual Returns
State allocation, part-year residency, reciprocity rules, and credits for taxes paid to other states.
Amended Returns & Prior Year
1040-X preparation, corrected schedules, and resolution support for prior-year filings.
Extension Processing
Estimated tax calculations, Form 4868 filing, and deadline tracking across federal and state extensions.
Workpaper Preparation
Review-ready workpapers with source document mapping, tick marks, and preparer notes for efficient partner review.
Your Tax Prep Team in 3 Weeks
A proven onboarding process that gets your 1040 capacity scaled – without the typical offshore headaches.
Discovery Call
We learn your return mix, software, review process, and seasonal capacity needs.
Team Assembly
We match preparers experienced in individual tax, multi-state filings, and your software.
SOP Training
Your team trains on your workpaper standards, review note conventions, and filing procedures.
Pilot Engagement
Start with 50–100 returns. We prepare, you review. Scale as season ramps.
Most firms complete onboarding in 2–3 weeks and scale to full capacity within the first filing season.
In-House vs. Accountably
The average U.S. tax preparer costs $65K–$80K in salary. Add benefits, seasonal overtime, training, and turnover – you’re looking at $90K–$110K fully loaded for someone who’s only at peak productivity 4 months of the year.
| Comparison | U.S. In-House Staff | Accountably |
|---|---|---|
| Senior Tax Preparer (Annual) | $75,000 – $95,000 | $28,000 – $36,000 |
| Staff Tax Preparer (Annual) | $55,000 – $70,000 | $20,000 – $28,000 |
| Time to Productivity | 3–6 months | 2–3 weeks |
| Seasonal Scaling | ✗ Fixed headcount | ✓ Flexible capacity |
| Multi-Layer QC Built In | ✗ Not included | ✓ 4-tier review |
| Backup Coverage | ✗ No coverage | ✓ Always covered |
| Return Turnaround SLA | No guarantee | ✓ 48–72 hour standard |
| Turnover Risk | High – seasonal churn | ✓ 98.7% retention |
We Work Inside Your Tax Software
Our teams train on your tech stack during onboarding – no migration needed.
Drake Tax
Certified TeamLacerte
Certified TeamUltraTax CS
Certified TeamProConnect Tax
Certified TeamCCH Axcess Tax
Certified TeamGoSystem Tax RS
Trained Team+ Any Other
We’ll TrainHow Chen & Associates Handled 40% More Returns in Their First Season
A regional firm with 12 partners serving 3,000+ individual clients was hitting capacity every February. Seasonal hires were unreliable, and partners were reviewing returns until midnight. Within their first season with Accountably, 5 offshore preparers handled 2,400 returns with 99.4% accuracy – freeing partners to focus on client advisory.
“We went from dreading tax season to actually being ahead of schedule.”
– David Chen, Managing PartnerCommon Questions
Everything you need to know about our offshore individual tax preparation services.
Ready to Scale Your 1040 Capacity?
Get started today and see how much your firm could save with a dedicated offshore tax preparation team.