Tax preparation and planning Services
Home –Service
Accurate filings, zero missed deadlines, and a team that handles the complexity, so you can focus on your clients.
Corient’s outsourced tax preparation and planning services combine experienced professionals, current IRS knowledge, and structured workflows, backed by our outsourced accounting services, to take the filing burden completely off your firm’s plate.
Key Benefits of Outsourcing Tax Preparation and Planning for CPA Firms
CPA firms can boost productivity, absorb peak workloads, and deliver accurate tax services without growing internal staff by outsourcing tax preparation.
- Lower Costs: No seasonal hiring, no extra software, no training overhead
- Real Expertise: Tax pros who know US law, IRS guidelines, and dedicated compliance audit services when needed.
- Data Security: Encrypted systems and strict confidentiality, always.
- Team, Freed Up Less time on prep means more time on the client work that grows your firm.
We Have Achieved for Our Clients
+ Cost Savings
20
%
+ Accuracy
80
%
+ Time Savings
30
%
+ Faster Turnaround
0
%
Our Tax Preparation and Planning Outsourcing Process
Our streamlined tax outsourcing process gives CPA firms accuracy, compliance, and on-time delivery, season after season.
We learn your tax preparation requirements, filing needs, workflows, and deadlines to build a solution tailored to your firm.
Our tax experts review, organize, and validate financial data to ensure precise preparation.
We prepare corporate, business, partnership, and individual returns — and surface tax-saving opportunities and planning strategies along the way.
Every return goes through a thorough, multi-stage review for accuracy, IRS compliance, and error-free filing.
Completed returns delivered securely for your review, pair with our financial reporting and analysis for deeper visibility.
Our Tax Preparation & planning Outsourcing Services
When tax season hits, most CPA firms face the same problem: too much volume, too little time, and no room for error. Seasonal hires bring their own headaches, training, oversight, quality control.
We handle it differently. Our team works as an extension of yours, preparing returns, managing compliance, and flagging planning opportunities, so your firm delivers great work without stretching thin.
What we cover:
- Tax Returns & Filing: Accurate preparation and on-time filing of 1040s, business returns, and everything in between, in line with current IRS requirements.
- Federal, State & Local Filing: Multi-jurisdiction filings managed on time, across every state your clients operate in.
- Entity Returns: Precise preparation for corporations, S-corps, partnerships, and nonprofits.
- Tax Planning & Advisory: Proactive strategies to reduce liabilities before deadlines. Explore our CFO and business advisory for long-term strategy.
- Payroll & Sales Tax :Payroll tax filings, sales tax calculations, and reporting handled every period without gaps.
- Document Reconciliation: Financial data reviewed and reconciled before we touch a single return.
Who Can Benefit from CPA Outsourcing?
CPA outsourcing works for firms of every size, not just the big ones. Here’s how it fits across the board:
Small Firms
Offer more services without hiring more people. Great way to punch above your weight.
Mid-Size Firms
Hand off routine work so your team can focus on the clients that need more attention.
Large Firms
Handle peak season volume without stretching your staff or turning away work.
Tax Forms We Handle
Individual
Form 1040, Form 1040NR, Schedule C, Schedule D, Schedule E
Business & Corporate
Form 1120, Form 1120S, Form 1065, Form 990
Payroll & Employment
Form 941, Form 940, Form W-2, Form 1099
Estate & Trust
Form 1041, gift and estate tax reporting
Why CPA Firms Choose Corient for Tax Preparation Outsourcing
Most providers give you a shared team, a standard checklist, and a finished return. That’s not what we do.
We work as an embedded tax partner. Our team learns your firm’s workflows, your clients’ profiles, and your filing calendar, and applies that knowledge consistently, engagement after engagement.
- Our professionals stay current on IRS regulations, state-level tax law, and annual legislative changes. You don't need to brief us before every season.
- Every return goes through structured review before delivery. Errors get caught internally, not by your clients.
- Whether you need support for 50 returns or 500, we flex to match your volume. No hiring, no downtime between seasons.
- Faster Turnaround, Consistent Quality, Optimised workflows mean your returns come back quickly, without cutting corners on accuracy.
- Access experienced tax professionals at a fraction of the cost of expanding your in-house team.
Frequently Asked Questions
Yes. Beyond preparing and filing returns, our team identifies tax-saving opportunities and proactive planning strategies your firm can bring to clients before deadlines, not just at filing time.
Yes. Whether it's 50 returns or 500, we flex capacity up for January–April and the extension period, then scale back down — so your firm avoids seasonal hiring and idle time.
We prepare a full range of federal and state returns — including Form 1040, 1065, 1120, 1120-S, 1041, and multi-state filings. Individual, business, trust, or nonprofit, we deliver them review-ready.
No. We work entirely under your firm's brand and workflow. Every return is delivered to your team for review and sign-off — your clients only ever see your firm's name.
Every return goes through a two-stage internal review before it reaches your desk. Our team follows IRS guidelines and stays current with annual tax law changes, so your firm never faces outdated practices or compliance gaps.
Yes. We work inside the platforms your firm already uses, including Drake, CCH Axcess, Thomson Reuters UltraTax, and ProSeries, with no software migration on your end.
Onboarding takes as little as 48 hours. Tax season doesn't wait, so our process is built for fast deployment, your dedicated team can be running inside your workflow within two business days.
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