Tax Filing Support
Returns filed. On time. Audit-ready.
We prepare tax returns inside your compliance framework so your team focuses on client relationships, not rework.
Tax Filing Support
Tax season delivers the highest revenue per hour but also the highest stress. Returns pile up. Deadlines loom. Your team works weekends. Then clients ask for changes, or the accountant who prepared the return is out, and you’re scrambling to track down how it was built. We transform tax season. We build your clients’ tax returns within your compliance framework and your firm’s approval process. Your team signs off on every return. We handle the prep, the calculations, the documentation, and the coordination with clients. Across six markets. Every market’s compliance rules, every software platform. When we hand off a return, it’s audit-ready and complies with your firm’s standards.
What We Deliver
Individual Tax Returns (1040/1045/SA100 equivalent)
Complete individual return preparation including schedules, deductions, credits,
and calculation verification.
Corporate Tax Returns (1120/CT600 equivalent)
Corporate return prep, including depreciation schedules, deduction substantiation, and consolidated return coordination where applicable.
Partnership Returns (Form 1065 equivalent)
Partnership and S-Corp return prep, including pass-through calculations, partner statement preparation, and basis tracking.
Trust and Estate Returns
Fiduciary return preparation, including distribution calculations, income allocation, and estate tax compliance.
Multi-jurisdiction Returns
US state, UK region, Australian state, Canadian provincial, and UAE local compliance returns prepared within each jurisdiction’s framework.
International Tax and Transfer Pricing
Cross-border return coordination, transfer pricing documentation, BEPS compliance, and international tax treaty application.
Amended Returns and Tax Corrections
Amended return preparation, including amended return planning and IRS/ATO/HMRC submission coordination.
Depreciation and Cost Segregation
Fixed asset scheduling, depreciation calculations, and cost segregation study
support.
Tax Provision and Deferred Tax
Tax provision calculation and financial statement deferred tax reconciliation.
Documentation and Compliance Calendar
Full documentation package preparation, including workpapers, client checklists,
and compliance deadline reminders.
By Market
Lead framework: Internal Revenue Code, Treasury Regulations, IRS guidance, state tax codes
Return types: 1040 (individual), 1120/1120-S (corporate), 1065 (partnership), 1041 (trust/estate), multi-state returns Our team handles pass-through complexity, S-Corp timing elections, basis adjustments, and estimated tax planning. ERTC and R&D credit coordination available. Form 5695 (Home Energy Credits) and other emerging provisions supported. State returns (NY, CA, TX, IL, etc.) prepared in compliance with state-specific rules.
Lead framework: UK Income Tax Act, Corporation Tax Act 2009, HMRC
guidance, devolved tax rules
Return types: SA100 (individual self-assessment), CT600 (corporation tax), partnership returns, trust returns
Our team handles CJRS/SEISS compliance, trading losses, dividend allowances, and VAT recovery. Construction Industry Scheme (CIS) reconciliation standard. Savings income, dividend taxation, and trading loss strategies fully supported.
Lead framework: Income Tax Assessment Act, ATO rulings and guidance, state tax codes
Return types: Individual returns, company tax returns, partnership returns, trust and estate returns
Our Australia lead, Abhay Thakkar (CA, CPA Australia), brings direct ATO experience. We handle depreciation claims, division 7A loans, trust distributions, and CGT strategies. NDIS provider tax compliance supported. Aged care provider tax rules fully understood.
Lead framework: Canadian Income Tax Act, CRA guidance, provincial tax codes
Return types: T1 (individual), T2 (corporate), T1065 (partnership), multiprovincial returns We handle multi-provincial complexity, provincial tax credit coordination, US cross-border, and investment income allocation. CRA compliance and audit defence documentation standard.
Lead framework: Income Tax Act 2007, IRD guidance, provincial codes
Return types: Individual tax returns, company returns, partnership returns, trust returns We handle depreciation claims, FIF rules, maori authority taxation, and imputation credit management. Shareholders’ equity tracking and dividend strategies fully supported.
Lead framework: UAE Corporate Tax Law, VAT Code, Excise Tax Rules, local guidance
Return types: Corporate tax returns, VAT returns (monthly/quarterly), excise tax, withholding tax
We support freezone and onshore entities. Local corporate compliance calendars and reporting deadlines integrated. Partner withholding tax and investor documentation standard.
Tax Filing Process
July / August: Planning and Checklist
We meet with your firm and prepare a compliance calendar for your clients. Client information checklists distributed.
September / October: Client Data Collection
Clients submit documents. Our team reviews completeness and flags missing items to your firm for follow-up.
October / November: Return Preparation
We build drafts in the client’s preferred software (ProSeries, Drake, CCH, taxspecific platforms). Your designated tax partner reviews every draft before client approval.
November / December: Client Review and Signature
Return goes to the client for review via your firm. Client questions route back to our team. Amendments made. Return ready for signature.
January / February: Filing Submission
Returns e-filed or submitted in accordance with each jurisdiction’s requirements. Filing receipts and proof provided.
Ongoing: Audit Support and Amendments
If the IRS, ATO, HMRC, or CRA questions arise, our team supports response coordination with your firm.
Without proper support, tax season becomes a bottleneck. Returns don’t get done on time. Quality suffers. Your team is stretched thin. Clients are
frustrated.
With us, your team stays focused on client relationships and tax planning. Returns get done on schedule. Quality is consistent. Your firm maintains control of the client relationship and the final sign-off.
The Numbers That Matter
300+
20,000+
99%
Ready to transform tax season from stress to system?
Talk to the partner who leads this practice.
