Time is the most precious asset for businesses in the USA, and the CPA industry is no exception. The evolving customer demands, fast-approaching tax deadlines, and ever-tightening regulatory requirements have made time management a critical factor for CPAs in the USA. To thrive in the competitive market and remain profitable, most modern CPAs are turning to CPA outsourcing service providers to keep up with the seasonal demand for tax preparation, bookkeeping, and recurring accounting tasks.
The offshore CPA outsourcing service providers are not just proficient, but experts in accounting and bookkeeping services. They specialize in exclusive CPA services, including tax preparation, audits, bookkeeping, and accounting. With their team of professional tax preparation and accounting experts, these outsourcing service providers instill confidence in CPAs in the USA, helping them achieve as much as 30% or more of their time while scaling their service bouquet and delivering high-value advisory services.
If you’re a CPA in the USA and have yet to make up your mind on tax outsourcing, this blog is your comprehensive guide. Here, we will discuss the top 7 tax preparation outsourcing for CPAs in the USA and walk you through the process of transitioning to a tax preparation outsourcing partner, finding the right partner for your CPA firm, and identifying key attributes for a good tax preparation outsourcing service provider. So, join us and discover how to save time and scale your CPA firm smartly in 2025.
What to Look for in a Tax Preparing Outsourcing Partner?
Before diving into the extensive list of the top 7 tax outsourcing companies for CPAS in the USA, it’s imperative to know what exactly makes a top tax preparation outsourcing partner. While most CPA outsourcing services providers in the USA offer top-tier services to their clients, specific attributes separate the crème-de-la-crème from the others.
Partnering with this tax preparation outsourcing services provider in the USA can protect you from unwanted delays, compliance risks, and client dissatisfaction. More importantly, it delivers unmatched consistent quality and significant time savings, making your operations more efficient and productive.
So, if you are in the market looking for a top tax outsourcing partner for your CPA firm, here is what you need to look for –
1. Industry Accreditations and Expertise
When searching for a proficient tax preparation outsourcing service provider in US, you need to look for one that has qualified accounting resources such as:
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Chartered Accountants (CAs) familiar with US tax laws
Also, while having qualified accounting and bookkeeping talent on the team is a good attribute, you must ensure that these resources are well-versed in state-specific rules, IRS regulations, and changing tax codes. Outsourcing service providers with such skilled resources will ensure that your firm delivers accurate, compliant, and audit-ready tax returns to clients.
2. Data Security and Regulatory Compliance
Data security and regulatory compliance are of utmost importance regarding outsourcing. When you partner with an outsourcing service provider, you entrust them with highly sensitive client financial data, thus making data security and compliance non-negotiable. Hence, you must make sure that your outsourcing service provider follows the following:
- SOC 2 Type II Certification (for system security, availability, and confidentiality)
- ISO 27001 Certification (international data security standards)
- GDPR and HIPAA Compliance (where applicable)
IRS guidelines on data handling and protection
Once you’ve checked and verified your service provider’s certifications, you need to ask about other aspects of data security, such as encryption practices, secure file-sharing protocols, and disaster recovery plans. The ideal tax preparation outsourcing service provider should be able to demonstrate risk mitigation and strong security audit policies.
3. Turnaround Time and Workflow Efficiency
Whether you’re a large CPA firm catering to hundreds of clients yearly or a boutique service provider, tax season is always a race against the clock. Hence, you must continually evaluate:
- Average turnaround times (TAT) for various tax returns
- Rush request capabilities during peak season
- Workload balancing to prevent delays during peak season
A top-tier tax preparation outsourcing service provider will offer a nearly 24–—to 48-hour turnaround even during the peak season, and partnering with such a service provider can be a game-changer for your client rosters.
4. Scalability and Agility
CPA firms frequently go through fluctuating workloads. Hence, an ideal tax preparation outsourcing partner for a CPA firm must be able to scale their operation up or down based on the needs of the CPA firm. Hence, you must look for the following:
- Agile engagement models (per return, hourly, FTE basis)
- No rigid long-term contracts unless necessary
- Availability of additional resources during the March–April and September–October peaks
The ability to scale operations up or down allows CPA firms to keep up with changing workloads as demand surges.
“According to firmofthefuture – Tax Outsourcing Increases the business’s ability to scale by 68%”
5. Technology and Software Compatibility
The tax preparation outsourcing service provider you are thinking of partnering with must have the capability to work with the latest tax and accounting platforms, such as:
- Drake Software
- UltraTax CS
- Lacerte
- ProSeries
- CCH Axcess
They should also be comfortable working with e-signature tools, client portals, and document management systems. Integrating impeccably with cutting-edge tax preparation software and platforms means quicker workflows, scarcer errors, and less operational friction.
6. Clear Communication and Reporting
The key to a fruitful outsourcing engagement is clear and transparent communication. It helps cultivate trust and prevents you from getting trapped in misunderstandings. Hence, you must look for outsourcing service providers that have:
- Dedicated account managers or single points of contact
- Weekly or bi-weekly progress reports during peak season
- Real-time issue escalation protocols
- Time zone overlap for faster collaboration
Inconsistent or unclear communication can cause severe bottlenecks during intense tax season. Thus, you need to ensure that your tax preparation outsourcing service provider offers regular updates and easy access to your data.
7. Quality Control and Review Processes
Quality control is a big determining factor for the success or failure of your outsourcing engagement. Hence, you must carefully enquire about the internal review mechanism of your outsourcing service provider. As a check from your side, you must always look for an outsourcing partner that has the following:
- Multi-level review processes (preparer → reviewer → quality manager)
- Peer audits to catch and fix errors early
- Ongoing training programs to keep staff updated with the latest tax law changes
- By having high-quality outputs, you ensure minimum revision cycles and the highest levels of client satisfaction.
8. Cultural Alignment and Work Ethics
Offshore/outsourcing service providers are mostly located in distant locations, which makes soft factors such as work culture and professional ethics a critical aspect of engagement. As a CPA firm, you must ensure that your partner shares the same commitment to integrity, accuracy, deadlines, and client service.
Top 7 Tax Preparation Outsourcing Companies in 2025 for CPA Firms in USA
Now that we have provided you with the key attributes of the top 7 tax preparation outsourcing services providers in the USA let us provide you with the complete list of names that we feel are your best bet in 2025.
If you’re a CPA firm aiming to reduce overheads and boost efficiency this tax season, here’s a curated list of the top outsourced tax preparation providers in the U.S. These companies specialize in scalable tax compliance and advisory services tailored for CPA firms.
Deloitte – Industry leader with cutting-edge tech and global tax compliance expertise
Datamatics Business Solutions – Low-cost, CPA-centric services with quick turnaround..
EY (Ernst & Young) – Known for proactive tax advisory and regulatory support.
KPMG – Provides AI-based automation and advanced analytics for tax preparation.
PwC – Automates compliance through predictive insights and process optimization.
SurePrep (Thomson Reuters) – Automates 1040 preparation using tools such as TaxCaddy and 1040SCAN.
Entigrity Solutions – Offshore staffing and tax preparation experts for cost-saving scaling.
1. Deloitte
Why CPA Firms Love Them:
With a rich pedigree of tax preparation outsourcing and accounting outsourcing expertise, Deloitte offers a comprehensive suite of services, deep technology integration, and global delivery capabilities. Their extensive services enable CPAs to overcome complex tax compliance and tight deadlines easily. With their deep industry expertise and advanced technology ecosystem, they can minimize risk and maximize operational efficiency.
Key Services:
- Individual and business tax return preparation
- International tax compliance
- Tax advisory and consulting
- Digital tax transformation solutions
Standout Feature:
Deloitte’s proprietary technologies, such as “myInsight,” allow clients to track projects in real-time, access advanced collaboration features tailored specifically for tax professionals, and manage documents.
2. Datamatics Business Solutions
Why CPA Firms Love Them:
Datamatics Business Solutions works exclusively with small and medium-sized CPA firms for its competitive pricing and personalized service. It delivers incredibly personalized services, super-fast turnaround times, and audit-ready tax returns.
Key Services:
- Tax preparation for individuals, corporations, and partnerships
- Tax planning support
- IRS and state notice management
- Bookkeeping and accounting integration for seamless tax workflows
- Standout Feature:
Datamatics Business Solutions leverages advanced AI/ML-powered automation to streamline its tax workflow management while offering its clients intelligent error detection, real-time tracking, and faster document processing. Through its services, it has helped CPA firms save as much as 30% of their time on their tax preparation outsourcing requirements.
2. EY (Ernst & Young)
Why CPA Firms Love Them:
Ernst & Young offers proactive accounting advisory support along with comprehensive tax return processing services, making it the perfect partner for CPA firms planning to scale intelligently and stay on top of constant regulatory changes.
Key Services:
- Tax compliance and reporting services
- Indirect tax (sales/use tax) management
- Personal and corporate income tax preparation
- Tax risk management and controversy support
Standout Feature:
EY’s “Global Tax Platform” (GTP) helps clients streamline multi-jurisdictional tax reporting with advanced data analytics and AI-driven risk management.
4. KPMG
Why CPA Firms Love Them:
KPMG is known for its rich tax preparation resource pool, advanced automation, and data analytics tools, which help CPA firms boost compliance accuracy while minimizing manual effort and processing time.
Key Services:
- Tax return outsourcing for individuals, partnerships, and corporations
- Cross-border and international tax compliance
- Tax technology consulting and integration
- R&D tax credit documentation and support
Standout Feature:
KPMG expertly integrates advanced AI, Cloud Computing, and Machine Learning with its “Tax Reimagined” solution, enabling up to 70% automation for its clients.
5. PwC (PricewaterhouseCoopers)
Why CPA Firms Love Them:
PwC, with its decades of industry expertise, advanced process optimization, and automation tools, helps its CPA clients tackle peak-season workloads with absolute ease and precision.
Key Services:
- Federal, state, and local tax compliance
- International tax services
- Personal financial and estate tax preparation
- Tax consulting and controversy support
Standout Feature:
PwC’s “Tax Function of the Future” approach to tax preparation outsourcing harnesses the power of the digital ecosystem to streamline regulatory compliance while delivering predictive insights for better decision-making.
6. SurePrep (Now Part of Thomson Reuters)
Why CPA Firms Love Them:
SurePrep, a Thomson Reuters company, now leverages advanced automation tools to revolutionize its tax preparation outsourcing service. This allows CPA firms to save heavily on manual data entry, minimize errors, and boost efficiency.
Key Services:
- 1040 tax return preparation and review support
- Source document collection and organization
- Scan-and-populate technology for tax data extraction
- E-signature solutions for seamless client interaction
Standout Feature:
SurePrep’s “TaxCaddy” and “1040SCAN” solutions help CPA firms automate as much as 90% of the data entry and document collection process, which significantly speeds up the overall tax preparation cycle.
7. Entigrity Solutions
Why CPA Firms Love Them:
Entigrity has deep expertise in offering outsourcing/offshore staffing to CPA firms. With their highly skilled tax preparation solution, CPA firms can save heavily without compromising on quality or security.
Key Services:
- Individual, corporate, and partnership tax preparation
- Tax research and planning support
- Accounting and bookkeeping outsourcing
- Year-round staffing solutions for CPA firms
Standout Feature:
Entigrity’s tax preparation outsourcing services focus primarily on dedicated offshore resources with deep expertise in finance and accounting outsourcing, along with improved quality control, cultural fit, and long-term relationship-building.
Transitioning Smoothly to a Tax Outsourcing Partner
Transitioning to a tax outsourcing partner can be tricky, irrespective of how much market research or due diligence you’ve done. You must be thorough in your approach to partnering with a tax preparation outsourcing service provider. Here, we have listed some easy yet practical tips for a fruitful transition to a tax outsourcing partner for CPA firms in the USA. By following these tips, you will not only have a smooth transition but also will be able to make the most of your engagement with a tax outsourcing partner.
- Start Early: Don’t wait until January. Onboard vendors by October or November.
- Standardise Documentation: Use checklists and templates to hand over client files.
- Prioritise Security: Encrypt sensitive client data and work only with SOC 2/ISO-certified partners.
- Maintain Communication: Weekly check-ins during tax season avoid bottlenecks.
Final Thoughts
We are still in the early days of 2025; as the year progresses, the U.S. tax landscape will get complex and beyond. With the right tax preparation outsourcing partner by your side, you can save heavily on time and overhead costs and thrive in the modern competitive environment by scaling your business to newer heights. Whether you are in the market for full-service accounting and bookkeeping + tax support outsourcing services, faster TATs during peak season, or need per-return services, we offer trusted solutions tailored for CPA firms of all sizes. Just write to us at marketing@datamaticsbpm.com, and we can help you with 30%+ time savings, happier clients, and higher profitability in 2025 and beyond.
