Tax Services
Tax Preparation & Review Services
Expert tax professionals handling document organization, return preparation, client follow-up, and quality review, keeping your pipeline moving all season long.
Why Firms Trust Us
5+
CPA & Tax Firms Served
6+
Team Members Placed
95%
Client Retention
$60,000+
Average Annual Savings
What We Offer
End-to-End Tax Preparation & Review Support
From chasing missing documents to preparing and reviewing returns, our tax-trained professionals work seamlessly alongside your CPA team to keep your tax season moving smoothly.
Organizing Documents
We collect, sort, and organize all client tax documents so your CPAs can focus on high-value review and advisory work rather than admin.
Sending Missing Items to Clients
We identify and professionally follow up on missing documents directly with clients, tracking responses and keeping your pipeline on schedule.
Tax Return Preparation
Trained in U.S. tax standards, our team prepares individual and business tax returns ready for CPA review and filing.
Tax Return Review
Thorough first-level review of prepared returns, catching errors and inconsistencies before they reach your senior staff.
How It Works
Simple Onboarding, Seamless Support
Getting started with FTE is straightforward. We integrate into your existing workflow and tools so there is no disruption to your operations.
Free Consultation
We map your current tax-season workflow and pain points.
Talent Matching
Match with a tax preparation or review specialist.
SOP Training
Learn your software, processes, and client standards.
Season Support
Full-time support through filing, extension, and beyond.
Service Includes
Everything Covered Under This Service
A full breakdown of what is covered under our tax preparation and review service.
Why Us
Why CPA Firms and Businesses Choose Us
CPA-Firm Trained
Trained specifically in U.S. tax preparation workflows and client communication standards.
Scalable Capacity
Add dedicated staff capacity without the overhead of seasonal U.S. hires.
Client-Ready Communication
Trained to professionally communicate with your clients in your brand voice.
Software Proficient
Experienced with common U.S. tax and practice management software.
U.S. CPA Oversight
All work is backed by and accountable to a team led by U.S. CPAs.
Deadline-Driven
Trained to operate efficiently in high-volume, deadline-focused environments.
Watch & Learn
See How FTE Supports Your Firm
Learn more about who we are and how we help firms build reliable full-time support.
US-based ownership
No offshore risk
Compliance in-house
Zero paperwork for you
WISP-compliant
Enterprise-grade security
Coverage
Across time zones
Ready to Get Started?
Find out how a dedicated FTE tax professional can keep your busy season on track and your clients happy.