Dedicated offshore tax professionals who prepare individual, business, partnership and non-profit returns in your software - Drake, ProConnect, UltraTax, Lacerte, CCH, TurboTax Pro. You review and sign. We do the prep work.
From straightforward individual returns to complex multi-state partnership filings, our preparers are trained across every major return type your firm handles.
Federal individual income tax returns including Schedules A, B, C, D, E and F. W-2 earners, self-employed, rental income, investment activity and itemised deductions.
Corporate income tax returns for C-Corporations and S-Corporations. Includes multi-state apportionment, built-in gains, shareholder K-1 generation and officer compensation schedules.
Partnership and LLC returns including partner K-1 packages, Section 754 elections, depreciation recapture, tiered partnership structures and multi-state composite filings.
Tax-exempt organization information returns including Form 990, 990-EZ, 990-PF and 990-T. Schedule H hospital community benefit reporting, grant schedules and public support test calculations.
Standalone state returns and multi-state allocations for individuals, corporations and pass-throughs across all 50 states. Includes nexus analysis support, apportionment schedules and composite returns.
Timely filing of automatic extension forms (4868, 7004, 8868) to eliminate penalties. Amended return preparation on Forms 1040-X, 1120-X and 1065 with complete explanation statements.
Specialized Seats
Beyond core seats, Finsmart offers specialized seats for tax, cleanup projects, and workflow automation — all on the same transparent, no-contract model.
Full-time, dedicated Tax Preparer. Works in your tools. Reports to you.
Scale your tax department with skilled professionals who deliver accuracy, insight, and control.
Project-based - no monthly minimum
Lead with confidence. Ensure every return is reviewed, compliant, and ready to file.
Software Proficiency
No new platform to buy or learn. Our preparers are trained and proficient in all major professional tax applications - working directly inside your existing system.
Intuit ProConnect
Cloud Tax Software
UltraTax CS
Thomson Reuters
Drake
Drake Tax Software
CCH Axcess / ProSystem fx
Wolters Kluwer
TurboTax Business / ProSeries
ProSeries / TurboTax
Lacerte Tax
Complex Returns
Client Types
Our preparers are trained in the tax implications of each industry - from food cost deductions to e-commerce sales tax to nonprofit Form 990.
Food cost, tip tracking, daily sales reconciliation
Property accounting, rental income, CAM reconciliation
Fund accounting, grant tracking, Form 990 prep
Inventory accounting, Shopify/Amazon reconciliation
Project billing, WIP tracking, utilisation reporting
We onboard fast so your team is fully staffed when the volume hits - not scrambling to train someone in February.
Step 01
Match Your Preparer
We match based on return types, software stack, and volume. Dedicated preparers - not a shared queue.
Step 02
Firm Standards Onboarding
Your preparer learns your review workflow, client communication style, and quality standards before the first return.
Step 03
Supervised First Returns
First batch of returns reviewed together. We verify accuracy, format, and compliance before your preparer works independently.
Step 04
Full Season Delivery
Your preparer handles the full season workflow. Returns delivered for your review on the timeline you set.
Start Small, Grow Fast
Start with a single dedicated preparer for small-season overflow. Add preparers mid-season as your queue grows — no long-term contracts required.
Peak-Season Surge Support
March–April crunch? Deploy additional preparers for 8–16 weeks only. Reduce headcount after the filing deadline without any severance or HR complexity.
Year-Round Preparers Available
For firms with year-round return volume — extensions, amended returns, state filings — keep a dedicated preparer active 12 months for uninterrupted throughput.
Volume Pricing Available
Firms processing 100+ returns per season qualify for volume seat pricing. Contact us for a custom quote tailored to your return mix and timeline.
Returns Capacity — By Firm Size
Hiring seasonal tax staff is expensive, slow, and risky. Finsmart gives you trained, dedicated preparers ready before the season starts.
Access skilled offshore accounting professionals across different levels and specializations.
Structured onboarding, SOP alignment, and clear operating practices.
Professionals comfortable with leading accounting platforms, automation, and evolving AI-assisted workflows.
Talent works within your systems, processes, and communication rhythm.
Continuity and replacement support when requirements change.
Start with one Seat and expand across roles, levels, and finance functions.
Client Stories
"One of the things my internal team has appreciated is that the Finsmart team has always felt like a part of our team. They're included in our meetings, collaborate seamlessly, and bring efficiency and productivity that we truly value. Every interaction reflects commitment, respect, and partnership."
Elizabeth Bergen
Owner · CPA Firm, USA
"Finsmart has been a great partner to our firm. Their team integrates seamlessly into our operations, and Manjiri, in particular, takes such good care of us—she's diligent, proactive, and truly feels like part of our team. I love working with Finsmart and recommend them wholeheartedly."
Alicia Hoffman
CPA, USA
"Working with Finsmart felt like having a dedicated extension of my own team. Their communication was steady, their execution was thorough, and they handled a complex, three-year cleanup project with precision and professionalism. I felt confident every step of the way—they truly make you feel like you're in good hands."
Susan Cook
Owner · CPA Firm, USA
"I was skeptical about offshore bookkeeping at first. What I didn't expect was how seamlessly Finsmart integrated with our workflow and how little training was required. We now have four dedicated Finsmart team members supporting our clients across restaurants, nonprofits, and small businesses—with accuracy and security standards I genuinely trust."
Kellie Porter
Owner · Arrow Bookkeeping, USA
"Finsmart has noticeably improved the efficiency of our office. The onboarding was straightforward and communication has been clear throughout. Our team can now focus on delivering higher-value work to our clients, knowing the bookkeeping is handled consistently and professionally."
Kellie Work
Accounting Specialist · Collins & Ganley P.C., Pittsburgh PA, USA
Common Questions
