KPOBiz

We offer comprehensive, turnkey outsourced accounting solutions.

MAXIMIZE YOUR RETURNS, MINIMIZE YOUR STRESS.

Tax season is the crunch time where CPA firm’s highest revenue is at stake. Efficient resources are key to their success. We provide well trained and experienced tax professionals to help CPA firms prepare and review tax returns for individuals (1040) as well as businesses (1120/1120S/1065). We are very detail-oriented & methodical with our approach. We have specialized staff processing tax returns and prepare well-defined work papers enabling efficient review process. Following table summarizes tax services we provide to CPA firms.

Gather client information
Review client organizer
Compare with prior year tax returns
Initial review and send missing items list to the client
Tax returns preparation
E-file diagnostic clearance
Client follow-up / communication
Workflow management using SurePrep, Canopy and/or other practice management tool
Tax returns review
Tax Planning Support/Analysis
Continuing Professional Education

Review financial statements
Review prior year returns, ownership structure etc.
Prepare tax workpapers - identify M-1/M-3 items
Identify special filing requirements such as applicability of GILTI/5471/5472/FBAR etc.
Prepare tax workpapers to calculate book vs. tax adjustments
Prepare tax returns
E-file diagnostic clearance
Client follow-up / communication
Workflow management using SurePrep, Canopy and/or other practice management tool
Tax returns review
Tax Planning Support/Analysis