TAX & CORE ACCOUNTING

Tax season brings a relentless wave of tight deadlines, missing client documents, and complex regulatory updates. For CPA firms and tax professionals, the bottleneck isn't the tax strategy—it's the hundreds of hours spent chasing receipts, organizing messy books, and preparing workpapers.

At OBG Outsourcing, we handle the heavy lifting. We act as your dedicated, back-office tax engine, delivering meticulously organized, tax-ready data so you can review, sign, and scale your firm effortlessly.

Our Comprehensive Tax Support Services

We provide end-to-end, white-label tax preparation and support tailored to various entity structures and tax jurisdictions:

Business Tax Preparation Support: Comprehensive data compilation, categorization, and form preparation for businesses of all sizes.

Individual Tax Preparation Support: Efficient processing of high-volume individual returns, ensuring all deductions and credits are accurately documented.

Corporate Tax Support: Specialized support for complex corporate structures, managing schedules, and formatting data for corporate returns.

Partnership Tax Support: Precise tracking of partner capital accounts, profit/loss distributions, and K-1 schedule preparation.

Sales Tax / VAT / GST Support: Multi-jurisdictional compliance support, tracking local sales tax thresholds, filing preparations, and cross-border digital tax reconciliations.

The Foundation: Tax-Ready Financials & Prep Work

Tax-Ready Bookkeeping: Clean up historical transactions, reconcile accounts, and lock the books so they align perfectly with tax requirements.

Tax Workpaper Preparation: Lead schedules, tax adjustments, and trial balance mapping prepared to the exact standards your reviewers expect.

Tax Document Organization: Sifting through messy client uploads, scanning PDFs, indexing documents, and mapping them to corresponding tax form lines.

Tax Return Review Support: Pre-filing quality checks and error-detection to catch discrepancies before the return ever hits your senior reviewer's desk.

Year-End Financial Statement Preparation: Compilation of Balance Sheets, Income Statements, and Cash Flow statements optimized for tax compliance.

Client Query Preparation for Missing Tax Data: We identify information gaps (missing 1099s, bank statements, or transaction details) and draft clear, professional queries ready to be sent to your end clients.

Why CPAs & Businesses Partner with OBG Outsourcing

Security & Compliance First: We utilize secure, encrypted data transfer protocols to ensure your clients' sensitive financial data is completely protected and compliant with global privacy standards.

Glance-Ready Accuracy: We don't just move numbers around. Our team ensures every balance sheet item reconciles perfectly to its supporting document, minimizing review time for your senior partners.

Drastic Turnaround Times: By utilizing timezone differences, your firm can operate on a 24-hour cycle. Send us data in the evening; wake up to completed workpapers.

Unmatched Scalability: Eliminate the risk of over-hiring before busy season or burning out your core team. Scale our support up or down based on your seasonal volume.

Software Agnostic: Our team seamlessly integrates into your existing tech stack, whether you use QuickBooks, Xero, Drake, UltraTax, ProConnect, CaseWare, or CCH Axcess.

Ready to Streamline Your Next Tax Season?

Let OBG Outsourcing handle the data, so you can handle the growth. Get in touch today for a free consultation and see how we can customize a tax support workflow for your firm.