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IRS-Compliant Personal Tax Filing Support That Saves Time & Cuts Costs

Self-Assessment Tax Return Outsourcing
for US CPA Firms

According to the recent IRS reports, over 168 million individual income tax returns are filed annually in the US, with nearly 22% of taxpayers relying on professional tax preparers. For US CPA firms that must deal with such huge volumes, especially from self-employed individuals, gig workers, and small business owners, it can be very overwhelming.

With our dedicated self-assessment tax return outsourcing services in the US, we help CPA firms overcome the seasonal crunch. With our seasoned, IRS-compliant team of US tax experts, we deliver accuracy, timeliness, and scalability to US CPA firms during peak season.

Whether you serve independent contractors, high-net-worth individuals, or self-employed professionals, our outsourced self-assessment tax services in the USA are here to help your firm deliver exceptional results while focusing on strategic client advisory, and without the overhead of hiring additional staff.

Client testimonials.

Usually our work speaks for itself. At times, our delighted customers say a few nice things about our teams & their work.

Matt Godfrey - Director, Lince Salisbury, a leading CPA firm shares his experience of working with Datamatics and how the partnership has helped them scale their business. Watch the video for the complete testimonial.

“Datamatics offers best outsourced accounting services, which helped us streamline our accounting, saving us time and money!”

“The best-outsourced accounting service we’ve ever used—highly reliable!”

"The Datamatics team has been invaluable in handling our tax filing needs in the USA. With their support, we easily navigated seasonal volume issues, ensuring compliance and meeting deadlines. Their attention to detail, prompt responses, and personalized approach have made the entire process stress-free."

“We are delighted with the tax return preparation services provided by Datamatics Business Solutions. With their flexible and scalable services tailored to our needs, Datamatics exceeded all my expectations. The dedicated tax preparation team of Datamatics had a keen eye for attention to detail, and thoroughness in reviewing each tax return was impressive.”

“Datamatics’ knowledge of US tax laws and regulations is impeccable. We signed up with them for our client’s tax return preparation with absolute accuracy and compliance with all relevant rules. They adhere to all industry-leading data safety and confidentiality measures through robust safety protocols. We were always assured of the safety and confidentiality of our data, and it remained secure and protected.”

“As a CPA firm in Australia, we needed an outsourcing accounting service provider that could handle our accounting, bookkeeping, and tax preparation needs with minimal interference by our team. And the team of accounting experts at Datamatics Business Solutions exceeded our expectations. We were amazed by the professionalism and knowledge of accounting principles and practices their team showcased. ”

“Working with Datamatics Business Solutions for our accounting, bookkeeping, and tax preparation needs has been instrumental in our growth as a CPA firm in New Zealand. With their expertise and efficiency, we were able to streamline our accounting processes, manage peak season tax volumes, ensure business continuity during tough times, and, most importantly, focus on growing our client base.”

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Datamatics’ US Self-Assessment
Tax Outsourcing Services for CPA Firms.

We work exclusively with CPA firms across the United States, from small boutique firms in Chicago and Dallas to large firms in New York, Miami, and Los Angeles.

Our dedicated US Self-Assessment Tax Outsourcing Services include:

Individual Tax Return Preparation & Filing

We deliver end-to-end preparation and filing of Form 1040 and related schedules for individuals, sole proprietors, and self-employed professionals.

IRS-Compliant Review & Quality Checks

We check every return against IRS standards, ensuring complete accuracy and minimizing audit risks.

Credits, Deductions & Relief Applications

We apply deductions and credits, such as the child tax credit, education credits, and self-employed expense deductions, to minimize our liabilities legally.

Secure Data Management

We leverage encrypted portals for data exchange and integrate with leading accounting platforms (QuickBooks, Drake Tax, Thomson Reuters, etc.), ensuring full compliance with US data security standards.

Regulatory Monitoring & Updates

We keep track of IRS updates, state-specific changes, and filing deadline shifts, so your firm and your clients never miss a requirement.

Why Datamatics?

We help CPA firms scale up their personal tax return outsourcing for accountants in the US during peak season without hiring external professionals.

We have a team of trained CPA self-assessment tax outsourcing experts, handling complex cases such as self-employed filings and multiple state returns.

Our team of tax preparation outsourcing for self-employed US clients allows your team to focus on client strategy and business growth.

We reduce filing errors, penalties, and IRS notices, thereby protecting your reputation and your clients’ trust.

From freelancers in California to small business owners in Texas, our US personal tax filing outsourcing ensures that each return is tailored to the client’s specific needs.

How Datamatics’ Self-Assessment Tax Outsourcing
Works for US CPA Firms?

Secure Onboarding

We establish secure and encrypted workflows for safe and seamless data transfer in less than a week.

Data Collection

We gather clients’ income, expenses, 1099s, W-2s, and investment documents securely.

Tax Return Preparation

We prepare the 1040 and related schedules, applying necessary deductions and credits appropriately.

Internal Review & Firm Approval

We ensure that return undergoes a rigorous review before being sent to your CPA firm for sign-off.

Filing & Support

Once approved, we file the return on your behalf, and we offer post-filing support for IRS correspondence.

The Datamatics advantage.

Years Industry
Experience

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Strong
Workforce

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Accounting firms trust us across the globe

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Tax & Financial Statements prepared

0 Mn+

CPA Talk Series

CPA Talk Series features accounting leaders navigating rapid change—AI, regulations, talent shifts, and global volatility. Here we unpack real challenges, share bold ideas, and spark fresh thinking to fuel sharper decisions, stronger teams, and future-ready finance.

Episode 5

From Tariffs to Triumph: How Advisors Help Clients Win

38 Min

October 1, 2025

Episode 4

Culture & Capital: People Power in CPA Practice

56 Min

September 5, 2025

Episode 3

The AI Dilemma for CPAs: Growth, Guidance, and Governance

33 Min

August 22, 2025

Episode 2

Beyond the Numbers: Benches Win Matches

34 Min

August 7, 2025

Episode 1

Outsourcing Unpacked: Future-Proofing Your CPA Firm in 2025

32 Min

July 25, 2025

Insights from the CPA World.

Get the latest and hottest takes, trends, and insights on the topics relevant to CPAs.

Accounting & Bookkeeping

Prepare Your CPA Firm’s Systems for the October 15 Tax Deadline — Outsourcing Strategies That Work

Posted by Harsh VardhanSeptember 9, 2025

Accounting

Common Challenges CPA Firms Face in September—and How Outsourcing Resolves Them

Posted by Harsh VardhanSeptember 4, 2025

Accounting

IRS Forms 1120S, 1065, and 1120 in 2025: Filing Requirements, Extensions, and Outsourcing Solutions

Posted by Harsh VardhanSeptember 2, 2025

Frequently asked questions.

Is it legal for US CPA firms to outsource individual tax return preparation?

Yes. CPAs retain signing authority and responsibility, but outsourcing is fully permitted under IRS-compliant standards.

Can you manage self-employed and multi-state filings?

Absolutely. Our team specializes in tax preparation outsourcing for self-employed US taxpayers and multi-state filings.

How secure is client data during outsourcing?

We use encrypted portals, NDAs, and SOC2-compliant systems to ensure 100% data security.

How quickly can outsourced tax returns be processed during peak season?

Turnaround times depend on complexity, but most individual returns are completed within 48–72 hours. For bulk filings, we scale resources to meet your CPA firm’s deadlines, ensuring no IRS due dates are missed.

Take Action — Outsource With Confidence in the US.

If your CPA firm wants to reduce workload during busy season, improve accuracy, and deliver more value to clients, our outsourced corporate tax services USA are the answer.

Partner with us today for IRS-compliant, scalable corporate tax preparation outsourcing and give your firm the competitive edge it deserves.

IRS-Compliant Personal Tax Filing Support That Saves Time & Cuts Costs

Self-Assessment Tax Return Outsourcing for US CPA Firms

Client testimonials.

Book a Complimentary Call

Datamatics’ US Self-Assessment Tax Outsourcing Services for CPA Firms.

Individual Tax Return Preparation & Filing

IRS-Compliant Review & Quality Checks

Credits, Deductions & Relief Applications

Secure Data Management

Regulatory Monitoring & Updates

Why Datamatics?

Cost-Efficient & Scalable Support

Specialist IRS Expertise

Time Savings for Your Firm

Reduced Compliance Risk

Client-Centric Accuracy

How Datamatics’ Self-Assessment Tax Outsourcing Works for US CPA Firms?

Secure Onboarding

Data Collection

Tax Return Preparation

Internal Review & Firm Approval

Filing & Support

The Datamatics advantage.

CPA Talk Series

Insights from the CPA World.

Frequently asked questions.

Take Action — Outsource With Confidence in the US.

About Datamatics Business Solutions

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Datamatics Business Solutions Inc.

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Self-Assessment Tax Return Outsourcing
for US CPA Firms

Datamatics’ US Self-Assessment
Tax Outsourcing Services for CPA Firms.

How Datamatics’ Self-Assessment Tax Outsourcing
Works for US CPA Firms?