Organised source records
Entity-by-entity schedules and supporting references give your reviewer a clear starting point.
Global services
Outsourced tax preparation and review for CPA firms
For CPA, EA and chartered accountancy practices, including firms with 5-50 people assigning defined preparation or review work.
TAX PREPARATION
From records to review
- Source recordsPeriod and entity confirmed
- Return schedulesFigures tied to workpapers
- Reviewer decisionsQuestions kept visible
Illustrative structure. The engagement sets the scope.
20 years of experienceAccounting and tax support
100+Trusted by 100+ accounting professionals
7 regionsUSA · Canada · UK · Australia · New Zealand · Singapore · GCC
SERVICE SCOPE
US tax returns
Preparation and review support can cover 1040, 1120-S, 1065 and 1120, plus agreed state returns. The scope identifies forms, schedules, states, foreign items and source records.
SERVICE SCOPE
UK and other market returns
UK work can include SA100 and CT600 preparation. Australia, New Zealand, Canada and Singapore assignments are defined by the local return, responsible professional and filing authority.
INTERNATIONAL SUPPORT
Cross-Border Tax & Reporting Support
When a client has entities or reporting obligations in more than one country, the supporting records need to fit together. La Comptabilité supports your firm with accounting schedules, return preparation and review work within the agreed country scope.
Preparation and review support
Agreed return schedules, tie-out checks and review notes support the professionals responsible in each country.
A documented handoff
Open questions and missing evidence are recorded for your firm to resolve before approval and filing.
Your advisers determine tax positions, treaty treatment and structuring decisions. La Comptabilité provides accounting, preparation and reporting support; we do not sign returns, file them or represent taxpayers.
Explore where we workSERVICE SCOPE
Global tax return review
A separate review assignment begins with the prepared return and its supporting file. Record tie-out differences, missing evidence and technical questions for the responsible tax professional. The review does not replace local advice or final approval.
What you get
What your tax preparation reviewer gets
- Source index and agreed return schedules
- Book-to-tax and return tie-out questions
- Versioned preparation or review notes
- Open-item register with ownership
SOFTWARE
Software we work in
Tax return preparation
ProSeries
Drake
Lacerte
UltraTax CS
CCH Axcess TaxCCH ProSystem fx
ProConnectATX
TaxAct Professional
TaxCycle
Profile
CCH iFirm TaxprepDT MaxDT Max
TaxCalc
IRISCCH Personal Tax / Corporation Tax
Xero Tax
BTCSoftware
Capium
MYOB Practice Tax
HandiTax
CCH iFirm (AU)
BGL Simple Fund 360
ClassMYOB PracticeTax workpapers and filing portals
IRAS myTax Portal
FTA EmaraTax
ZATCATurnaround
How the 10-day tax preparation pilot works
The pilot delivery target is 10 business days after the scope is signed, agreed records are complete and access is authorised. The engagement records the actual due date, responsible reviewer and dependencies. Missing information and changes in scope are recorded before a revised date is agreed.
Sample output
See a working-paper format.
Open the fictional P-001 review-pack example to see a reconciliation, proposed adjustment and open-question register. The agreed service determines which schedules your pack contains.
QUALITY CONTROL
Every file is reviewed twice before it reaches you.
Two accountants work on every file - one prepares it, a senior reviews it - and the handoff pack shows exactly what was checked. Your data stays in your systems.
- 1
Preparation
Accountant 1
An accountant posts the work with source references, reconciliations and working papers for every balance.
- 2
Senior review
Accountant 2
A second, senior accountant reviews the file against our QC checklist and clears or lists every open item.
- 3
Handoff pack
To your firm
You receive review notes, proposed entries and a handoff checklist. Your firm approves tax positions, client advice and the final filing.
Work is reviewed inside your software under your access controls. We do not sign, file or contact your clients.
TAX-SEASON WORKFLOW
From intake to your sign-off.
- 1
Intake
Agreed scope
Output: forms, source index, prior-year records and open questions.
- 2
Preparation
Accountant 1
Output: return schedules, reconciliations and proposed treatments.
- 3
Review
Accountant 2
Output: senior review notes and a documented open-item register.
- 4
Your sign-off
Responsible practice
Output: your firm’s approved positions and final filing decision.
HOW WE WORK
From first call to live work in three weeks.
- 1
Discovery call
30 minutes
Output: fit check and the entities in scope.
- 2
Scope and SOW
48 hours
Output: signed scope, SLA and fixed pilot fee.
- 3
Secure access
3 days
Output: access set up in your software; IRC 7216 consent kit.
- 4
Pilot delivery
10 business days
Output: one entity’s review pack - reconciliations, proposed entries, review notes, handoff checklist.
- 5
Go-live
Week 3 onward
Output: dedicated seat or per-return; weekly call and escalation matrix.
Every file is reviewed twice before it reaches you. Your firm approves tax positions, client advice and the final filing.
The timeline assumes complete records and authorised access. The signed scope sets the actual dates and any dependencies.
Start a 10-day PilotUS information
Overseas access and section 7216.
For US tax-return information processed in India, the CPA firm must establish the applicable taxpayer consents and instructions before disclosure or access. Records stay within the approved engagement workflow.
IRS section 7216 information center. Checked 19 October 2026.
Working questions
FAQ
Who approves and files the return?
Your responsible professional approves treatment, signs where authorised and controls filing. La Comptabilité provides preparation and review support.
Who is this service for?
For CPA, EA and chartered accountancy practices, including firms with 5-50 people assigning defined preparation or review work.
How is turnaround agreed?
The SOW records the due date after the records, volume and access have been checked. The ten-day pilot target applies to the signed pilot scope.
What happens to missing records?
The file carries an open-item log with an owner and a decision needed. Unsupported entries are not treated as approved.
Can we begin with one entity?
Yes. Start with a defined pilot scope and decide the ongoing arrangement after reviewing the agreed output.
First assignment
Start your tax preparation pilot
Choose the period, records and reviewer. The scope sets deliverables, review responsibilities, billing and acceptance criteria.
Start a 10-day Pilot