TAX PREPARATION OUTSOURCING

Why Outsource When You Can Onshore?

Digitally transform your firm and free up partner and staff time. With Taxfyle, you can increase your job capacity and margins through our real-time onshoring platform. We'll connect you to a network of 2,600 US-based CPAs and EAs that are ready to be plugged into your firm without any upfront cost.

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The world's best companies who rely on Taxfyle

ONSHORE WITH TAXFYLE

Platform Benefits

Taxfyle is powered by professionals capable of preparing the simplest to the most complex returns, all at unbeatable prices.

Licensed Professionals

Whether you're an individual or a small business, get connected with a licensed CPA professional to file your taxes for you.

Upfront Quotes

Whether you're an individual or a small business, get connected with a licensed CPA professional to file your taxes for you.

Specialized Routing

Whether you're an individual or a small business, get connected with a licensed CPA professional to file your taxes for you.

Ultimate Flexibility

Submit one job or a thousand, the choice is yours. Manage each job through our fully encrypted portals and work in real time with your paired professional as necessary.

TAXFYLE’S FIRM MANAGEMENT PLATFORM

Bring Taxfyle’s Award Winning
Platform To Your Firm

Whether you’re self-employed, an online store, or building the next tech-giant, our experts make it easy to get your business underway.

Client Onboarding

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Document Sharing

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Staff / Client Chat

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Utilization Optimization

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By the Numbers

We provide proven results through a network of vetted, hand picked, CPAs and IRS Enrolled Agents.

4.8

Average pro rating

4.8

Percentage of jobs picked up in under two minutes

4.8

Customers served

PREMIER CLIENT SERVICES

Security & Data Protection

With Taxfyle's Premier Client Services, all information is encrypted at rest and in transit. Our database maintains SOC 2 compliant controls with data security, information policy, and compliance requirements all managed by the platform.

Additional security features such as Touch ID and Anomaly Detection safeguard workers and customers alike.

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At Taxfyle, your security is our priority. We maintain the highest standards in data security with consistent testing and quality assurance.

Better Business Bureau Accredited Business
Frequently Asked Questions

FAQ

Why should I outsource my firm’s tax preparation?

Tax preparation outsourcing makes sense for a variety of reasons:

• Avoid burning out your staff with late hours and impossible workloads.
• Free up your most valuable staff to go after value-added work.
• Gain access to more personnel without incurring hiring costs or taking on permanent overhead.
• New Hampshire
• Flexibility to scale your operations on a moment’s notice.

Is tax preparation outsourcing safe?

Sharing personal information with anyone always poses a risk, even your firm’s own employees. Taxfyle confirms each Pro's licensure on an ongoing basis (including their possession of a valid EFIN and PTIN). Additionally, we perform an annual background check on every Pro in our network.

Who’s preparing the returns that I’ve outsourced?

All Pros are licensed CPAs or EAs that are based in the US. They vary in experience and specialty, but on average, they have approximately 15 years of experience. Our matching algorithm makes sure that your job is picked up by a Pro with the right experience to get the job done correctly.

Who files the tax returns that I’ve outsourced?

You are fully responsible for reviewing and filing the tax returns that are prepared by your outsourced resources. Once your Pro has completed the return, you will use your EFIN and PTIN to file the return as the paid preparer.

Where are my tax Pros located?

Taxfyle’s entire network of Tax Pros are located exclusively throughout the United States. So while you might be outsourcing your tax preparation, you’ll be keeping all your clients’ data onshore.

How do I know that my Tax Pros are actually licensed by their state or by the IRS?

Taxfyle's employees verify the status of each Pro to make sure that their license is valid and in good standing. Taxfyle uses CPA Verify to verify each CPA that is in our network as well as the IRS's publicly available list of EAs to verify their statuses.

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