Busy-season tax preparation support for US CPA firms
For US CPA firms that need busy-season capacity: we prepare workpapers and returns for 1040, 1120, 1120-S and 1065 in your tax software (Drake, Lacerte, UltraTax CS, CCH or ProConnect). Your firm reviews, signs and files, and stays the preparer of record with the client. Turnaround is overnight for most returns and workpapers.
Returns and workpapers, in your software
Individual and business returns
- Form 1040 workpapers and return preparation
- Form 1120 and 1120-S corporate returns
- Form 1065 partnership returns
- Prepared in Drake, Lacerte, UltraTax CS, CCH (Axcess/ProSystem fx) or ProConnect
Your firm signs and files
- Your firm reviews, signs and files. We never sign or file returns ourselves.
- You stay the preparer of record with the client.
- We work to your checklists and review notes.
- The client relationship stays with you.
Overnight, using the time difference
New Delhi is 9.5–10.5 hours ahead of US Eastern time.
Agree volumes
We agree volumes and cut-off times with you before January.
You send work
Work goes into your software and your queue at the end of your day.
We prepare overnight
Returns and workpapers are prepared in your software, and a CA reviews work before it comes back to you.
You review and sign
Most work is back the next morning for your review, signature and filing.
IRC §7216 and client data
We know offshore preparation generally needs written taxpayer consent under IRC §7216, and we’ll follow your firm’s consent process. This isn’t legal advice; your firm decides its own consent process.
Read how Tax Brew handles client data and our Section 7216 consent checklist.
Books behind? Returns can’t start on time.
If bookkeeping clients are months behind, we can clean up and close the books first, so the return starts from a reconciled file.
QuickBooks Online cleanup and catch-up
Related reading
Short on preparers for 2027? Try us free for 20 hours.
Email info@taxbrewglobal.com. A short call first, then a mutual NDA before any data is shared.
Questions, answered
Who signs the returns?
You do. We prepare the workpapers and returns in your software. Your firm reviews, signs and files, and stays the preparer of record with the client.
What about IRC §7216 and client data?
We know offshore preparation generally needs written taxpayer consent under IRC §7216, and we’ll follow your firm’s consent process. We work inside your systems rather than holding client files. (This isn’t legal advice; your firm decides its own consent process.)
What turnaround can we expect during busy season?
Overnight for most returns and workpapers. New Delhi is 9.5–10.5 hours ahead of US Eastern time, so work you send at the end of your day is back the next morning. We’ll agree volumes and cut-off times with you before January.
Which tax software do you work in?
Yours: Drake, Lacerte, UltraTax CS, CCH (Axcess/ProSystem fx) or ProConnect, with QuickBooks Online or Xero for the books.