Offshore tax preparation for US, UK and European returns

1040s through 1120s, corporation tax and VAT, prepared in your tax software and delivered ready for your review. Section 7216 compliant from day one.

Book a scoping call How it works

What we handle

The full scope, grouped the way your engagements are actually structured.

United States

1040 individual returns
1065 partnership returns
1120 and 1120S corporate returns
990 nonprofit returns
State and local returns
Extensions, estimates and workpapers
Notice response support

UK and Europe

Corporation tax returns
VAT returns
Statutory accounts
HMRC correspondence
Partnership and sole trader returns

Specialised

Transfer pricing documentation
Nonprofit taxation
Assessment and audit support
Tax authority correspondence

Roles you can hire

Every seat is a named professional who works an overnight shift against your business day and reports into your team. You interview them before they start. On an FTE, that person is dedicated to your firm alone.

Seat	What they own	Typical profile
US Tax Seat	1040, 1065, 1120 and 1120S preparation, workpapers, extensions, notice response support	3–7 yrs, EA or CPA track
UK / Europe Tax Seat	Corporation tax and VAT returns, statutory accounts, HMRC correspondence	3–7 yrs, ACCA / ACA
Reviewer Seat	First-level review of preparer work, exception resolution, quality control before it reaches your partner	8+ yrs, CA / ACCA

See all twelve seats →

Software we work in

Yours. Your team starts fluent because we implemented these platforms before we staffed them.

UltraTax CS Lacerte ProConnect Drake CCH Axcess ProSeries TaxCalc IRIS SurePrep Karbon

Prepared in your tax software, in your file structure, following your firm’s workpaper standards. Nothing is prepared elsewhere and imported.

How the engagement works

From first call to productive team in about four weeks.

Scoping call

Day 0 · 30 min

We map the roles, volumes, software and review model. You leave with a written recommendation, whether or not you proceed.

Team match

Days 1–7

Shortlisted profiles with credentials and relevant experience. You interview. You choose. Nobody is assigned without your approval.

Security & access

Days 7–10

MSA and individual NDAs executed, background verification confirmed, access provisioned through your controls with MFA and least privilege.

Ramp

Days 10–30

Ramp is timed to miss your peak. We onboard tax seats between May and November wherever possible, so the returns they prepare during shadowing are extensions and amendments rather than deadline work. A seat onboarded in the autumn is fully productive by January.

Steady state

Day 30 onward

Weekly check-in, monthly performance review, quarterly capacity planning. Scale up for busy season, scale back after. Thirty days’ notice, either direction.

Your client data never leaves your environment

Work happens inside your systems through a hardened virtual desktop or your VPN. No local downloads, no data at rest offshore, no shadow copies. Every team member is background-verified and signs an individual confidentiality agreement. Access is least-privilege and MFA-enforced.

Read the full security posture →

Questions about tax — us, uk & europe

Do I need client consent to send returns offshore?

For US tax engagements, yes. IRC §7216 requires written client consent before taxpayer information is disclosed to a preparer located outside the United States, and the consent has specific format and timing requirements. We provide a compliant template and guidance on when it applies. Most firms find this is a five-minute conversation with clients, not an obstacle.

What is the turnaround on a return?

It depends on complexity and on your workpaper standard, which is why we scope it on the call. As a working baseline, a straightforward 1040 comes back within 48 hours of a complete document set, and a 1120S within three to five business days. We agree the SLA in writing before the season starts, not during it.

Can they respond to IRS notices?

They prepare the response, the analysis and the supporting documentation. The filing and the signature stay with your licensed practitioner, because the offshore seat is a preparer and not an authorised representative.

How do you handle PTIN and preparer identification?

Your firm’s PTIN and your signing preparer’s details go on the return, exactly as they would with any staff preparer. The offshore seat is documented internally in your workpapers as the preparer. We provide the documentation your peer reviewer will ask for.

What about data security during busy season?

The controls do not change under volume. Work happens inside a hardened virtual desktop or your VPN with local storage, USB, printing and clipboard transfer disabled. Alignment with IRS Publication 4557 safeguards and your firm’s WISP is documented and available for your review.

Can we start with just overflow work?

Yes, and many firms do. A fixed-scope busy-season overflow engagement is the lowest-risk way to test the model. If it works you convert to dedicated seats for the following year, with the same people.

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Find out what your firm could take on with two more people.

Thirty minutes. We map your roles, volumes and software, and you leave with a written recommendation on team structure. No obligation, and no pitch deck.

Book a 30-min scoping call

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