Many firms battle time constraints during the busy season and struggle with low utilization in the off-season. Our experienced tax professionals can prepare returns while your in-house staff focuses on review, consulting, audit and other high value services. Accounting Xchange professionals are trained to prepare high-quality returns that are on par with what your firm produces. This helps you reduce busy season "burnout" and churn, was well as increase customer satisfaction.

With Accounting Xchange, You:

Gain the ability to outsource individual, fiduciary, entity and tax-exempt filings.
Work with a dedicated team, including supervisors who each have 15+years of tax compliance experience.
Use a system with qualified SOC II compliance and security.
Know that Accounting Xchange accuracy was at 99% during the 2020 filing year.
Benefits from 24-48 hour or less turnaround time on 95% of returns.
Receive all annotated workpapers and a detailed summary after preparation and review.
Maintain existing firm processes and hierarchy.
Gain predictability around cost with simple pricing model.
Keep all your existing software. Accounting Xchange will not require you to change your tax prep software.

Accounting Xchange Outsourcing Professionals are experienced in Using the Following:

U.S. Tax Software Includes:

CCH ProSystem

ATX Tax

UltraTax Software

Sage 50

Drake Software

Intuit Lacerte Tax

Return of Your Investment

Stabilize staff bandwidth with Accounting Xchange services. Firms that leverage Accounting Xchange reduce their seasonal and long-term staffing challenges that impact the profession and make it difficult to grow the practice. Experienced tax professionals can prepare returns, giving your in-house staff time to focus on higher-value work.

Reduce busy season compression issues with Accounting Xchange Outsourcing. By outsourcing returns as they come in, firms can alleviate the "crunch" and realize significant cost savings. On average, Accounting Xchange Outsourcing sends prepared tax returns with review notes back within 12-36 hours of submission.

Top-Notch Managed Security Services, Delivered

Mitigate New-Age Cybersecurity Risks with Scalable Managed Security Solutions and Services

Protection with Real-Time Analysis

Dashboard Enabled Visibility & Monitoring

Threat Intelligence and Prediction

Automated Compliance Reports

Advanced Vulnerability Management

24x7x365 Security Operations Center

Clean-Rooms (no printers, cell phones, or paper)

Our Offshore Office (dba Advance Finserv) is backed with Cyber Security Insurance, ISO Certificates and Professional Indemnity E&O Insurance. All staff is put through rigorous background checks and the offshore staff has up to date PTIN.

Individual Tax Prep

We gather and organize all necessary financial documents like W-2s, 1099s, and records for our tax preparation service. Our thorough review ensures accurate reporting of income and deductions, maximizing tax credits and deductions for our clients.

Corporate Tax Prep

We collect and organize essential financial documents such as income statements and balance sheets for our tax preparation service. Our review ensures accurate reporting of income and deductions, maximizing tax benefits for the corporation.

Accounting Solutions

The fully fledged Cloud Accounting Advanced package adds additional resources to your firm.

A dedicated cloud accounting manager will be your wingman or – woman in taking your business to the next level.

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What's next?

Book Your Kickoff Call

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Social Media Management

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