← Back to Services

Tax Preparation

Outsourced tax preparation services for businesses and accounting firms. Our virtual accountants ensure compliance while maximizing tax efficiency across US, UK, AUS, and UAE.

Ideal for: CPA firms seeking to double their tax season capacity without hiring temporary staff, and year-round support for extensions and planning.

Overview

Tax season does not have to mean 80-hour weeks and missed deadlines. Our tax preparation team gives your firm the surge capacity it needs during busy season — and the year-round support to handle extensions, amended returns, and planning engagements. We prepare individual returns (1040 series), corporate returns (1120, 1120-S), partnership returns (1065), trust and estate returns (1041), and non-profit returns (990) across all major tax software platforms including Drake, Lacerte, ProSeries, and UltraTax. Every return goes through our two-tier review process: a senior preparer review followed by a quality control check against our 47-point tax preparation checklist. The result is consistently accurate work that your reviewers can approve with confidence.

Typical Volume: 100-2,000+ returns per tax season

What's Included

Our tax preparation service covers every aspect you need for smooth, accurate financial operations.

01

Individual Tax Returns (1040)

Simple and complex individual returns including Schedule C/E/F, foreign income (Form 2555), capital gains, rental properties, and multi-state returns. We handle the preparation; you handle the client relationship.

02

Business Tax Returns (1120, 1120-S, 1065)

Corporate, S-Corp, and partnership returns with full supporting schedules. We calculate book-to-tax adjustments, depreciation (MACRS, Section 179, bonus), and prepare all required state filings.

03

Tax Planning & Projections

Year-end tax projections, estimated payment calculations, and planning memos that help your clients minimize their tax liability through timing strategies, entity optimization, and deduction maximization.

04

Multi-State Tax Filing

Nexus analysis, state apportionment calculations, and coordinated multi-state filings. We track varying state deadlines and requirements so nothing falls through the cracks.

05

Amended Returns & IRS Correspondence

Preparation of amended returns (1040-X, 1120-X) and draft responses to IRS notices, CP2000 letters, and state tax authority inquiries.

Why Outsource Tax Preparation

The Benefits of Outsourcing with Plenexia

Outsourcing your tax preparation to Plenexia means more than just cost savings. It means having a dedicated virtual accounting team committed to delivering quality work for your organisation, every single time.

Optimize Your Budget with 40-50% Cost Savings

No recruitment costs, no employee benefits or insurance expenses, no infrastructure costs. Reduced training and technology investment — all while maintaining the highest quality.

Certified Professionals

Work with CAs and CPA-qualified virtual accountants trained in US GAAP, IFRS, and regional compliance standards.

Scalable Services

Whether you're a startup, SME, or CPA firm, our services scale with your business growth — with full flexibility and no long-term commitments.

Enterprise-Grade Security

Encrypted VPN connections, role-based access controls, comprehensive NDAs, and regular security audits protect your data.

Timely Reporting & Insights

Beyond bookkeeping, we provide meaningful financial insights that support smarter business decisions with a 5-day monthly close.

How It Works

Getting Started Is Simple

01

Consultation

We analyze your current workflow, pain points, and requirements in a free 30-minute call.

02

Team Assembly

We handpick the right virtual accountants for your needs — matched by skillset, software expertise, and industry experience.

03

Onboarding

Your dedicated virtual accounting team integrates with your existing tools and processes. Most organisations are fully onboarded within 5-7 business days.

04

Delivery

Consistent, quality-checked deliverables on your timeline. Your account manager ensures everything runs smoothly.

Ready to Get Started with Tax Preparation?

Schedule a free consultation and discover how Plenexia can transform your tax preparation operations.