Built by a CPA firm, for CPA firms

Dedicated, full-time professionals, not freelancers, who follow your SOPs as an extension of your team.

• Structured support across the full tax prep lifecycle: document organization, return prep, review, and final quality checks.
• Consistent execution that reduces bottlenecks so your firm can scale without overloading internal staff.

We plug into your existing process end to end, so your US team keeps full control.

• Onboarding, proposals, and engagement letters.
• Document collection, return preparation, and multi-level review.
• E-signature requests, billing, and final e-file prep.

CPA firms operate in high-trust environments, and our systems are built to match: encrypted, digital-only systems with strict access controls, background-checked staff under a signed code of conduct, and a dedicated IT Security Specialist enforcing our Written Information Security Policy (WISP), a US government-required standard.

Your team doesn't stay static. A dedicated specialist runs ongoing training on:

• Tax rules and tax planning concepts.
• Financial statements and account classification.
• Revenue vs. expenses, CAPEX vs. OPEX, and other key distinctions.

Beyond tax, this hire opens the door to a broader team supporting your firm's growth:

• Marketing: social, email, SEO, content, and design.
• Business success: proposals, contracts, and client onboarding.
• IT security: WISP enforcement and risk assessments.

We're building TaxMD™, an AI-powered tax strategy platform based on real strategies used inside INVESTOR FRIENDLY CPA®. Your team will be trained to use it once it launches, not available yet, so it isn't part of your engagement today.