Questions firms ask before they engage us

No. TaxElixir is an outsourcing partner that serves CPA firms, EA practices and accounting teams. We prepare, organise and support. Your firm reviews, signs and issues every return and opinion.

We support individual, partnership, S corporation, C corporation and nonprofit returns along with related calculations and schedules. We also assist with multi-year cleanups when several periods are outstanding.

No. We work in the tax, audit and accounting applications and document management systems your firm already uses. Your staff keep their current workflows.

We assist your team with workpapers, testing and documentation on audit and review engagements. Independence, risk assessment, conclusions and signing remain with your firm.

Yes. We recommend starting with a defined pilot so you can see how our work lines up with your standards before committing larger volumes.

Access is defined by engagement, data moves through secure channels and everyone assigned to your work signs a confidentiality agreement. We can walk through our approach as part of your vendor review.

Dedicated full-time resources, part-time or seasonal capacity, and per-project engagements such as back year filings or a defined batch of returns. Most firms start with one dedicated person or a pilot batch and scale from there.

You do, without qualification. We work behind your firm's brand, we do not contact your clients directly unless you explicitly ask us to, and we do not offer services to end taxpayers.