Tax Season Capacity, Without Tax Season Hiring.
Federal and state return preparation across individuals, businesses, partnerships, trusts, and non-profits — handled by EAs and CPAs working on Drake, UltraTax, Lacerte, CCH Axcess, or your preferred platform. Full workpaper packages. Reviewed before they reach your senior team.
Trusted by CPA firms across the U.S. during January through April peak.
We are a proud member, of the:
- Association of Accredited Small Business Consultants
- A+ rated Member with the BBB of Arkansas
Every busy season looks the same. It doesn't have to.
Two weeks before April 15, your senior team is buried. Returns are stacked up. Workpapers are inconsistent. The clients you turned away in March keep calling. And you already know next year looks like the same problem — same staff, same volume, same scramble.
Seasonal hires solve part of it. They also cost you weeks of training, inconsistent quality, and turnover by May.
PASglobexa gives you a tax preparation team that works on your software, follows your firm’s workpaper standards, and delivers review-ready returns on a predictable cadence. You keep client relationships and final review. We handle the prep work.
Federal, state, and specialty returns — prepared end-to-end.
Individual Returns (Form 1040)
C-Corporation Returns (Form 1120)
S-Corporation Returns (Form 1120-S)
Partnership Returns (Form 1065)
Non-Profit Returns (Form 990)
Trust & Estate Returns (Form 1041)
Multi-State & SALT Filings
Sales & Use Tax Returns
Workpaper Packages
We work in your tax software — not against it.
Your firm has spent years setting up templates, workflows, and review queues in your tax platform. We work inside them, not around them.
Tax preparation software:
Drake, UltraTax CS, Lacerte, CCH Axcess Tax, ProSeries, ProConnect, TaxAct
Document management:
SmartVault, ShareFile, CCH Document, GoFileRoom
Workpaper systems:
CaseWare Working Papers, CCH Workpapers, internal Excel templates
Workflow & review:
Karbon, Canopy, TaxDome, Jetpack Workflow, Firm360
For CPA Firms
Per-return pricing during busy season. Dedicated FTEs for year-round work. Or both.
Returns are prepared in your software, against your workpaper standards, with the review checklist your firm already uses. Your senior team focuses on review, advisory, and client conversations — not first-pass prep.
For Businesses & Individuals
If you’re a business filing complex returns or a founder with multi-state, multi-entity exposure, we handle end-to-end preparation with a CPA reviewing every filing before submission.
No hand-off between bookkeeper and tax preparer. Same team. Same standards. Year-round.
Why CPA firms trust us with returns during the most expensive months of the year.
- EAs and CPAs prepare every return.
Our tax team is staffed with Enrolled Agents, CPAs, and CAs with US tax training. Returns are prepared by qualified preparers, not seasonal data-entry staff.
- Senior review before delivery.
Every return passes a senior reviewer with a documented checklist. Workpapers are tied out. Positions are noted. Your reviewer opens a complete file, not a half-built one.
- Predictable busy-season cadence.
We commit to weekly throughput targets during peak. You see the queue. You know what’s coming back when. No black box, no surprises in late March.
- Capacity that flexes with the calendar.
Scale up January through April. Scale down May through September. Year-round retainers for firms that need continuous bandwidth. Pricing matches the model.
- SOC 2-aligned data handling.
NDAs on every engagement. Encrypted document transfers. IRS-compliant data handling protocols. Documented and ready for your client security reviews.
From scope call to first return — typically 7 to 10 business days.
Step 1 — Tax Scope Call (30 minutes)
We discuss return mix, expected volume, your software, your workpaper standards, and review workflow. You get a clear read on what we can take on and when.
Step 2 — Engagement Proposal (within 3 business days)
Per-return pricing, FTE pricing, or a hybrid. Defined turnaround SLAs. A start date. No retainer required to begin.
Step 3 — Team Onboarding (5–10 business days)
Software access, workpaper template walkthrough, review checklist alignment, and a kickoff with your named engagement lead. We run a test return before going live.
Step 4 — Production Cadence
Returns flow through on the agreed schedule. Weekly status reports during peak. One point of contact. Every return reviewed before it reaches you.
Common questions before firms and CFOs sign on.
How do tax preparation outsourcing services protect my client data?
We sign NDAs on every engagement, use encrypted file transfers, restrict access on a need-to-know basis, and follow SOC 2-aligned practices. Your client data never lives on personal devices. Security protocols are documented and available during your vendor assessment.
Can returns be filed under our firm's name and EFIN?
Yes. We prepare returns to a fully review-ready state — your firm’s preparer information, your firm’s EFIN, your firm signs and e-files. We are the prep team behind your name, not a visible filer.
What's the typical turnaround on a return?
Standard 1040s: 24–72 hours from document receipt. Business returns (1120, 1120-S, 1065): 3–7 business days depending on complexity. Complex multi-state or consolidated returns: agreed in advance during scope.
Do you handle the complex stuff or just the simple returns?
Both. The team handles everything from straightforward W-2 1040s to multi-tier partnerships with special allocations, consolidated C-corps with multi-state apportionment, and Form 990-PF for private foundations. The work is matched to staff experience level, every file reviewed before delivery.
What if there's an error on a return?
We re-do the work at no charge and document the cause. Our review process exists to catch errors before they reach your reviewer. If a preparer error makes it through to filing, we cover the cost of any amended return required.
Can you support us only during busy season, or do we need a year-round engagement?
Both options are available. Many firms use us only for January through April surge capacity. Others run year-round dedicated FTEs for tax planning, extensions, quarterly estimates, and amended returns. Pricing reflects the model you choose.
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.