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UK
Australia
UAE
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Managing missing documents, unclassified expenses, and endless back-and-forth client queries during tax season drains your team's valuable time. At OBG Outsourcing Private Limited, our Tax Data & Client Query Preparation services bridge the gap between raw financial books and final tax filing.
We take charge of reviewing general ledgers, identifying missing receipts or data anomalies, drafting targeted query lists, and organizing audit-ready tax binders. By standardizing the query preparation workflow, we help CPA firms, accounting practices, and businesses drastically reduce turnaround times, eliminate tax filing errors, and maximize billable efficiency.
What We Do
1. Pre-Tax Ledger & Financial Review
Before tax filing begins, our accounting team conducts a thorough pre-tax audit of your books to ensure total accuracy:
Expense Classification Audit: Reviewing transaction entries to flag miscategorized items, personal expenses, or non-deductible costs.
Balance Sheet Verification: Reconciling bank feeds, credit cards, loans, and clearing accounts to ensure zero unassigned or pending balances.
Deduction & Deprecation Review: Identifying missing fixed asset details, depreciation schedules, and tax write-off opportunities.
2. Client Query Generation & Management
Instead of wasting hours digging through messy records, we create structured, easy-to-understand client queries:
Query List Preparation: Generating detailed, categorized queries for missing documentation (W-9s, vendor bills, 1099s, receipts, or bank statements).
AI-Assisted Exception Handling: Utilizing AI workflows to instantly spot outliers, duplicate entries, and missing document flags.
Communication Support: Providing client-ready query sheets or directly managing communications under your firm's brand identity.
3. Tax-Ready File Assembly
Once queries are resolved, we structure your financial file for immediate tax preparation:
Tax Binders & Digital Organization: Organizing all income statements, balance sheets, supporting receipts, and tax schedules into standard digital folders.
M-1 & Adjustment Preparations: Outlining book-to-tax differences so your tax preparers or CPAs can file without hesitation.
Filing-Ready Prep: Preparing organized tax packages tailored for individual, corporate, partnership, or sales tax returns (US, UK, UAE, and global tax standards).
Software We Master
Our team works directly within your existing technology stack:
Accounting Software: QuickBooks (Desktop & Online), Xero, MYOB, Sage, NetSuite, Zoho Books.
Tax & Query Tools: Drake, UltraTax, ProConnect, Lacerte, Karbon, Canopy, Zapier, and custom Power BI / Excel sheets.
Why Outsource Query Preparation to OBG Outsourcing?
| Feature | In-House Query Process | OBG Outsourcing Solution |
|---|---|---|
| Tax Season Bottlenecks | Senior staff waste hours chasing clients for receipts. | Dedicated offshore team manages all query prep behind the scenes. |
| Operational Overhead | High seasonal hiring costs and overtime pay. | Up to 60% cost savings with flexible, flat-fee pricing. |
| Data Security | Disorganized email threads with sensitive tax documents. | Secure cloud portals, strict NDA compliance, and robust data protection. |
| Accuracy & Review | Single-person oversight leading to missed write-offs. | Multi-tier review process by experienced financial managers. |
How It Works
Data Handover: Share access to your accounting software or upload raw financial statements to our secure portal.
Review & Query Building: Our team audits the books, flags discrepancies, and generates a structured query document.
Query Resolution: Clear missing items with clients using our structured query templates.
Tax-Ready Delivery: Receive a fully reconciled, audit-ready financial package ready for tax return filing.
Software We Use
