Outsourced Tax Preparation, Accounting and Bookkeeping for US CPA Firms, India-based CA team, your review and signature.

• Individual returns: Form 1040 with schedules, including Schedule C, E and D, and state returns.
• Business returns: Forms 1065, 1120-S and 1120, with K-1s; Form 5472 and pro forma 1120 for foreign-owned LLCs.
• Bookkeeping: monthly bookkeeping and bank, card and loan reconciliations in QuickBooks Online, Xero or your client's system; catch-up and clean-up work.
• Year-end: trial balances, adjusting entries, fixed-asset and depreciation schedules, and tax workpapers.
• Information returns: Forms 1099-NEC and 1099-MISC preparation from your client data.
• Busy-season capacity: extra preparers during February to April and September to October.

1. Scoping call and a sample set of returns or files.
2. Engagement letter and confidentiality agreement; your firm updates its client engagement letters and collects Section 7216 consents.
3. Access through your systems (remote desktop or your cloud tax software) so data stays in your environment where possible.
4. We prepare; your reviewer reviews, and your firm signs and files.
5. Review notes and a turnaround schedule agreed for each season.

• IRC Section 7216 consent: before tax return information goes to a preparer outside the United States, the taxpayer must sign a separate, dated consent. For Form 1040-series returns, Rev. Proc. 2013-14 prescribes the wording.
• Social Security numbers: a full SSN can go offshore only if the consent specifically allows it; otherwise it is redacted before files leave your firm.
• Duration: a consent that names no period lasts one year; give the client a copy when it is signed.
• AICPA: the Code's interpretation on using a third-party service provider requires you to tell clients, before sharing confidential information, that a service provider may be used (an engagement-letter clause works), and to have a confidentiality agreement with the provider.
• FTC Safeguards Rule: tax and accounting firms need a written information security plan (IRS Publication 5708 is a template) that covers service providers. A breach of unencrypted data affecting 500 or more consumers must be reported to the FTC within 30 days.
• Signing: your firm reviews and signs the return and files it from your own e-file account; we prepare under your review.

Sources: IRS Rev. Proc. 2013-14; CPA Journal: outsourcing tax preparation overseas; Journal of Accountancy: third-party service providers; IRS Publication 5708 (WISP template).

• Chartered accountants (ICAI) with US tax and US GAAP working knowledge.
• Indian business hours overlap with the US early morning, so work prepared overnight is ready for your review the next day.
• For US clients who also have India exposure (NRIs, Indian subsidiaries, FBAR and Form 8938 items, treaty positions), one team understands both sides.
• Fixed-scope pricing agreed per engagement.

Last updated: 1 November 2026. This page describes legal requirements in general terms; your firm remains responsible for its own compliance.