Tax Return Preparation Outsourcing
Tax Return Preparation Outsourcing | Built for Review-Ready Filing
Our tax preparation support specialists help organize documents, prepare return-ready data, review schedules, and support filing-season workflows for individuals, businesses, and CPA firms.
Tasks We Handle
Our VAs are trained on all service workflows. Here's what we can handle for your agency.
Individual Income Tax Preparation Support
Corporate Tax Return Documentation
Partnership Return Preparation Support
Non-Profit Return Documentation
State & Local Tax Support
International Tax Record Support
Estimated Tax Payment Review
E-filing and Paper Filing Management
E-Filing Documentation Support
Extension Filing Tracking
Deduction Review & Documentation
Audit Documentation Support
Tax Notice Response Support
Capital Gains Calculation Support
Depreciation Schedule Review
R&D Credit Documentation Support
Payroll Tax Reconciliation Support
Sales Tax Nexus Review Support
Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +
How It Works
A structured, repeatable workflow your VA follows every time.
Document Collection
We collect and organize W-2s, 1099s, financial records, prior-year returns, deductions, credits, and supporting tax documents.
Data Review & Preparation
Your tax support team reviews the provided information, identifies missing details, and prepares return-ready data for review.
Return Preparation Support
We support preparation of individual, business, partnership, and corporate tax return workflows using your preferred process and tools.
CPA Review & Filing Support
Prepared documents, schedules, and return files are organized for final review and filing by your CPA or licensed tax professional.
We Handle It.
You Focus
See exactly what tasks shift off your team — and what stays in their hands.
Productive Hours Logged
Structured work hours delivered and tracked
Clients Supported
Businesses and professional teams served
PLATFORM UPTIME
Reliable systems and workflow continuity
Work Transparency
Clear task tracking, updates, and visibility
Your VA Knows Your Software
Our VAs are trained on the major platforms and management systems you already use.
ADP
Bill.com
CCH Axcess
Drake Tax
Gusto
Intuit ProSeries Tax
Intuit QuickBooks
XeroLower Financial Operations Costs
Save Up to 60% on Accounting Operations
Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.
Local In-House Accountant
$65,000+Salary + Taxes + Benefits + Training
UA Accounting Specialist
$22,500Dedicated Accounting Operations Support
Annual Operational Savings
$42,500+What our clients are saying
Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.
Frequently Asked Questions
common questions about this service — answered.
Yes. We help organize multi-state tax documents, state-specific records, SALT-related information, and filing-ready data for CPA or tax professional review.
Yes. We can help organize notice details, supporting documents, prior filings, payment records, and response-ready information for your CPA or tax advisor to review.
Turnaround depends on return complexity, document availability, missing information, and review requirements. Once records are complete, our team helps move preparation workflows quickly and systematically.
Yes. We can support international tax documentation workflows, including foreign income records, entity-level documents, residency-related information, and advisor-ready reporting support.
We support tax return preparation workflows and organize review-ready files. Final filing should be completed or approved by your CPA, enrolled agent, or licensed tax professional.
We support preparation workflows for individual returns, business returns, partnerships, corporations, non-profits, state returns, and supporting schedules.
Yes. Our tax preparation support team can work with tools like CCH Axcess, UltraTax CS, Drake Tax, Lacerte, ProSeries, QuickBooks, Xero, TaxDome, Canopy, Excel, and Google Sheets.
Yes. We help reduce filing-season pressure by supporting document collection, data entry, return preparation workflows, schedule review, extension tracking, and CPA-ready file organization.