Services

Outsourced support across the full CPA engagement cycle

Nine service lines, one way of working. Every engagement is handled by offshore professionals working inside your tax, audit and accounting systems, so your team does not have to migrate data or learn a new platform.

Tax Preparation

Individual, partnership, corporate, S corporation, nonprofit and expat returns prepared in your tax software with workpapers organized for a clean first review.

Full Tax Preparation detail

Individual & Expat Returns

Individuals (1040)
Expatriates (1040)
Non-Resident Individuals (1040NR)
Non-Profit Entities (990)

Business Entity Returns

Partnerships (1065)
S Corporations (1120-S)
C Corporations (1120)

Specialised Services

Tax Calculation & Return Preparation
Tax Validation
Liability Calculation
Review of AI Inputs in Return
Back Year Tax Services
Organization & Digitization of Financial Records

+1 more

Back Year Tax Services

We turn multiple years of incomplete or unfiled information into reconciled returns with clear support, while you keep the client relationship.

Full Back Year Tax Services detail

What The Engagement Covers

Review of all prior-year documents, receipts and filings
Organisation of paper records and digitisation for secure cloud storage
Cross-verification of transactions against bank and source documents
Preparation of all outstanding returns to current IRS standards

Accounting and Client Advisory

Bookkeeping, monthly closes and management reports that support your client accounting and advisory work without adding internal staff.

Full Accounting and Client Advisory detail

Accounting Services

Bookkeeping (Weekly / Monthly / Quarterly / Annually)
Accounts Payable & Accounts Receivable Management
Budgeting and Forecasting
Break-Even Analysis
Cash Flow Monitoring & Management
General Ledger Maintenance and Control

+2 more

CAAS: Client Accounting Advisory

Month-End Close
General Ledger Postings
Structured Month-End Close
Bank & Balance Sheet Account Reconciliations
Fixed Asset & Inventory Assets Tracker Maintenance
Periodic Financial Statements and Reports

Bookkeeping

Transaction entry, payables, receivables and reconciliations handled on the schedule you set so ledgers are ready before tax or audit work starts.

Full Bookkeeping detail

Bookkeeping Services

Everyday Bookkeeping
Complete Accounts Payable Management
Adequate Accounts Receivable Management
Bank and Credit Card Reconciliation
Refined Management of Cash Flow
Financial Reporting and Analysis

Payroll Services

Payroll processing and payroll tax filings managed by a team that works with these calendars every day, so deadlines are met and issues stay off your partners’ desks.

Full Payroll Services detail

What We Handle

Ensure Accurate Payroll Processing
Navigate Multi-State Compliance Confidently
Streamline Payroll Reporting & Documentation
Free Up Internal Resources for Strategic Growth

Sales Tax Services

Sales and use tax registrations, calculations and filings across multiple states for clients with activity in several jurisdictions.

Full Sales Tax Services detail

Return Preparation

Monthly, quarterly and annual return preparation
Multi-state and multi-jurisdiction filings
Liability calculation from source data
Filing calendar management by jurisdiction

Reconciliation & Records

Reconciliation of returns to the general ledger
Exemption certificate tracking
Prior-period adjustments and amended returns
Supporting workpapers for every filing

Ongoing Support

Registration support in new jurisdictions
Notice and correspondence preparation
Nexus data gathering for your review
Audit-ready documentation retention

1099 and Information Returns

High volume 1099 and other information returns prepared and filed within short windows so your senior team can stay focused on planning season.

Full 1099 and Information Returns detail

Data Preparation

Vendor and contractor data collection
W-9 tracking and follow-up lists
TIN matching and validation checks
Payment data extraction from the accounting system

Forms Prepared

1099-NEC: non-employee compensation
1099-MISC: rents, royalties and other income
Recipient copies prepared for distribution
Corrected forms where errors are identified

Filing Support

E-filing preparation and submission support
State filing requirements where applicable
Reconciliation to the general ledger
Retained documentation for each recipient

Management and Advisory Support

Models, schedules and analysis are built to your assumptions so you can focus on insights, recommendations and client conversations.

Full Management and Advisory Support detail

Planning & Analysis

Budgeting and Forecasting
Break-Even Analysis
Cash Flow Monitoring & Management

Reporting

Financial Statement Preparation & Review
Revenue Reporting and Adjustments
Periodic Financial Statements and Reports

Delivered To Your Standards

Built to your assumptions and your model conventions
Presented in your templates, under your firm's name
Supporting schedules attached for your review

Audit Support

Workpapers, testing and internal control documentation are prepared to your methodology while your engagement team leads risk assessment and opinions.

Full Audit Support detail

Engagement Types Supported

Financial Statement Audit
Compilation Services
Reviewed Financial Statements
Audit Documentation & Workpapers
Audit Procedure Execution

How We Work

Five steps to steady state

Nothing moves until the scope is agreed upon in writing. Nothing scales until you have reviewed a pilot batch.

Discovery Call

We learn your workflow, your standards and whether this is a fit.

Scope & Engagement Letter

Services, volumes, turnaround and terms agreed upon before data moves.

Secure Access Setup

Access provisioned under your controls. Least privilege, always.

Ongoing Communication

Regular check-ins, status updates and a clear escalation path from day one.

Steady-State Delivery

Set cadence, named contact, tracked turnaround, self-review built in.

Add capacity without adding headcount

Book a Discovery Call See How We Work

or email support@taxelixir.com