Service 01
Tax Preparation Built for US CPA Firms
Busy season does not scale by working longer hours. TaxElixir prepares returns as a direct extension of your team. We log into your systems, follow your engagement standards, and hand back returns that are ready for your reviewer, not ready for rework. Preparation, validation, liability calculation and record digitisation are handled as one workflow, so nothing arrives at your desk half-finished.
Scope of Work
What tax preparation covers
Taken directly from our service schedule. If something you need is not listed, ask. The list describes our standard scope, not its limits.
Individual & Expat Returns
- Individuals (1040)
- Expatriates (1040)
- Non-Resident Individuals (1040NR)
- Non-Profit Entities (990)
Business Entity Returns
- Partnerships (1065)
- S Corporations (1120-S)
- C Corporations (1120)
Specialised Services
- Tax Calculation & Return Preparation
- Tax Validation
- Liability Calculation
- Review of AI Inputs in Return
- Back Year Tax Services
- Organization & Digitization of Financial Records
- Comprehensive Tax Preparation
Staff This Work
Prefer a dedicated person to a project engagement?
The same work, delivered by a named individual who becomes part of your team rather than a batch you send out.
How We Work
Five steps to steady state
Nothing moves until the scope is agreed upon in writing. Nothing scales until you have reviewed a pilot batch.
- 01
Discovery Call
We learn your workflow, your standards and whether this is a fit.
- 02
Scope & Engagement Letter
Services, volumes, turnaround and terms agreed upon before data moves.
- 03
Secure Access Setup
Access provisioned under your controls. Least privilege, always.
- 04
Ongoing Communication
Regular check-ins, status updates and a clear escalation path from day one.
- 05
Steady-State Delivery
Set cadence, named contact, tracked turnaround, self-review built in.