Returns Prepared Right. Workpapers Ready to Review.
Federal and state tax return preparation, full workpaper packages, and review-ready files — prepared inside your software, on your timeline, by a team that has spent years preparing US returns for firms across the country.
Trusted by CPA firms preparing returns for clients across e-commerce, real estate, professional services, and manufacturing.
We are a proud member of:
- Association of Accredited Small Business Consultants
- A+ rated Member with the BBB of Arkansas
Busy season isn't getting easier. Your capacity has to.
The 2026 filing season hit harder than most. IRS staffing cuts are stretching processing timelines. OBBBA implementation rewrote the rules on Section 174 R&D capitalization, bonus depreciation, and the QBI thresholds. New tip and overtime deduction rules added schedules nobody was expecting. And the talent pipeline that used to fill the gap is the smallest it has been in a decade.
Your senior staff are good. They are also reviewing returns past midnight. Workpapers are arriving incomplete. Tie-outs are getting flagged at the partner desk instead of caught upstream. And every March, you turn away work you should be winning because there is no one left to put on it.
PASglobexa solves the throughput problem. We prepare returns — 1040s, 1120s, 1120-S, 1065, 1041, 990 — inside your tax software, against your review standards, with complete workpaper trails. Your reviewers open a return that is ready to sign, not one that needs a second pass.
Every return type. Every form. Full workpaper trail.
Individual Returns (1040)
C-Corporation Returns (1120)
Pass-Through Returns (1120-S, 1065)
Fiduciary & Exempt Org (1041, 990)
State & Local Tax (SALT)
Workpapers & Review Files
Your tax software. Your review process. We adapt.
We work inside the software your firm already uses. No platform changes. No new logins for partners. No reformatting workpapers to match our preferences.
Tax preparation software:
Drake Tax, UltraTax CS, Lacerte, ProSeries, CCH Axcess Tax, Intuit ProConnect, GoSystem Tax RS
Workpaper management:
SurePrep, GruntWorx, CCH Engagement, Caseware
Practice management:
Karbon, TaxDome, Canopy, Liscio
Source document handling:
SmartVault, SafeSend Returns, ShareFile
File transfer: Encrypted portals only. We do not accept source documents over email.
File transfer:
Encrypted portals only. We do not accept source documents over email.
For CPA Firms
Your firm signs. We prepare.
Returns are prepared inside your tax software, against your review standards, using your workpaper templates. Final files arrive ready for partner review and signature. Your PTIN, your filing, your client relationship — never ours.
Engagement models: per-return pricing, per-FTE dedicated capacity during busy season, or year-round retained staff. You choose the model that fits how your firm runs.
For Businesses & Individuals
For Growing Businesses
If you do not work with a CPA firm today and need your business returns prepared accurately and on time, PASglobexa works behind your accountant or in-house finance lead to prepare clean, defensible returns. We do not file or sign returns directly. A licensed US preparer reviews and signs under their PTIN. We are the team that does the work — they are the name on the line.
What separates offshore tax prep from review-ready tax prep.
- Qualified preparers, not entry-level data entry.
Returns are prepared by CPAs, ACCA-qualified staff, and EAs with multi-year US tax preparation experience. We hire for tax judgment — variance analysis, basis tracking, multi-state apportionment — not keystroke speed.
- Workpapers that pass review on the first pass.
Every return is reviewed internally before it reaches your reviewer. Tie-outs are done. Schedules are cross-referenced. Variances are explained in workpaper notes — not flagged for your partner to figure out at 11 PM.
- One engagement lead. Full team behind them.
You work with a named lead, not a queue. Returns route through the same person who scoped the engagement. Busy-season backups are briefed before they are needed, so nothing stalls when somebody is out.
- SOC 2-aligned security on every return.
NDAs on every engagement. Encrypted document transfer. PII access restricted to assigned team members on a need-to-know basis. No client data on personal devices. Security documentation available for your client’s vendor reviews.
- Pricing that holds through busy season.
Per-return, per-FTE, or fixed monthly retainer. You choose the model when you scope. No mid-season repricing. No “complexity surcharges” appearing in March. The number we quote in November is the number you pay in April.
From scope call to first return — typically 7 to 10 business days.
Scope Call (30 minutes)
We review your return mix, current capacity, software stack, and review process. You leave with a clear sense of fit, return-type volume, and likely engagement model. Not a sales pitch.
Written Proposal (within 3 business days)
A defined engagement scope, clear pricing, and a start date. Per-return rates, FTE rates, or fixed retainer — your call. No retainers required to get started.
Onboarding (5–10 business days)
Software access, workpaper template handover, review standards documentation, and a kickoff call. Your named lead is introduced before the first return is touched.
Common questions before firms and CFOs sign on.
Do you work inside our tax software, or do we have to move returns to a different system?
We work inside your existing tax software. Drake Tax, UltraTax CS, Lacerte, ProSeries, CCH Axcess, ProConnect, GoSystem — we adapt to your stack. There is no migration, no platform change, and no new logins for your partners. Your workflow stays your workflow.
Can you prepare returns under our firm's PTIN and brand?
Yes. Returns are prepared for review and signature under your firm’s PTIN. The client relationship stays with your firm. We are never visible to your clients.
What's your turnaround time during busy season?
Standard turnaround is 3–5 business days for individual returns and 5–10 business days for business returns once source documents are complete. During peak weeks in March and early April, we hold those timelines by staffing surge capacity that is briefed and ready before February.
How do you handle access to client PII and source documents?
Encrypted file transfer only. Access restricted to the assigned preparer and reviewer. No data on personal devices. SOC 2-aligned data handling documented and available for your client’s vendor security reviews.
What happens if there's an error in a prepared return?
We fix it on our time, not yours. Every engagement includes a defined review and remediation process. If a material error is found at any stage — internal review, your review, or post-filing — we remediate at no additional cost.
Do you handle complex returns: multi-state, K-1 entries, foreign income, M&A activity?
Yes. Multi-state allocations, K-1 in/K-1 out preparation, Form 5471 and 5472 disclosures, Section 1031 exchanges, and built-in gains analyses are standard work. Complex returns are routed to senior preparers with the relevant specialty.
Plan this busy season before it plans you.
Book a 30-minute tax scope call. We’ll review your expected return mix, your current capacity gap, and whether outsourced tax preparation makes the math work for your firm.