For CPA & EA Firms

Offshore Capacity for
CPA & EA Firms

Scale your practice without the hiring headache. Our trained team provides reliable tax preparation and accounting support during busy season and year-round.

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Our Track Record

24-48h
Typical Turnaround
7+
Years Tax & Accounting Experience
100%
White-Label Service
24/7
Secure Portal Access
Our Foundation

Core Values &
Ethical Foundation

At RD Tax & Accounting, we believe that financial integrity is not just a professional standard, but a moral calling. Our partnership with CPA firms is built on timeless principles of honesty, excellence, and stewardship.

Foundations of Excellence

We are committed to delivering work of the highest caliber, treating every project as a service to a higher standard. We dedicate our daily operations to ensuring your firm's plans are built on a stable, established foundation.

Our Commitment: We prioritize the mastery of US tax law to help your firm serve high-value clients with confidence.

Unwavering Integrity

Trust is the currency of accounting. We uphold absolute honesty in our calculations and reporting. Every figure is precise, bringing favor and credibility to your firm. We follow a direct mandate for tax professionals: integrity in reporting.

Our Commitment: We ensure compliance without overreach, protecting the ethical standing of your practice.

Strategic Partnership

We view our relationship with CPA firms as a collaborative effort designed for mutual success. By combining our specialized tax knowledge with your firm's expertise, we generate a better return for your clients.

Our Commitment: We operate as a seamless extension of your team with calm, focused professional clarity and reliable, timely delivery.

What We Offer

Comprehensive Support
For Your Practice

From individual returns to complex business filings, we handle the preparation while you maintain client relationships.

Tax Preparation Support

Complete tax return preparation for all entity types. We work in your preferred software and follow your firm's review process.

  • Form 1040 (all schedules)
  • Form 1065 Partnerships
  • Form 1120 & 1120-S Corps
  • Multi-state returns

Year-End Workpapers

Trial balance cleanup, adjusting journal entries, and comprehensive workpapers ready for your review and sign-off.

  • Trial balance review
  • Adjusting entries
  • Account reconciliations
  • Depreciation schedules

Bookkeeping & Close

Monthly bookkeeping, bank reconciliations, and financial statement preparation for your clients' businesses.

  • Monthly reconciliations
  • Expense categorization
  • Financial statements
  • Payroll support

Notice Response Drafts

Research and draft responses to IRS and state notices. We prepare the documentation for your review and signature.

  • Notice research
  • Response drafting
  • Supporting documentation
  • Penalty abatement requests

Cost Segregation Support

Detailed cost segregation analysis and documentation to maximize depreciation deductions for real estate clients.

  • Property analysis
  • Component classification
  • Depreciation optimization
  • Look-back studies

Dedicated Staff Model

Get a dedicated team member who learns your processes, software preferences, and client base for seamless integration.

  • Dedicated resource
  • Your software & processes
  • Direct communication
  • Scalable capacity
Getting Started

How Our Partnership
Works

A simple, proven process to integrate offshore support into your practice.

1

Discovery Call

We discuss your firm's needs, software environment, volume expectations, and preferred workflow to create a custom plan.

2

Pilot Batch

Start with a small batch of returns to test our quality and fit. We refine the process based on your feedback.

3

Scale for Season

Once you're confident in our work, scale up for busy season or maintain ongoing support throughout the year.

Security & Compliance

Your Data is Protected

Enterprise-grade security protocols to protect your clients' sensitive information.

Encrypted Portals

All data transfers via encrypted, secure file sharing platforms with audit trails.

2FA Authentication

Two-factor authentication required for all team members accessing client data.

NDA & Contracts

Comprehensive NDAs and service agreements protect your firm and clients.

VPN Access

Secure VPN connections available for direct access to your systems when needed.

Ready to Scale Your Practice?

Schedule a discovery call to discuss how we can support your firm during busy season and beyond. No commitment required.

Schedule Discovery Call Email Us