Offshore tax preparation for Canadian, US, UK and European returns
T1s, T2s and GST/HST returns, plus US, UK and European filings, prepared in your tax software and delivered ready for your review. Your client data stays in your environment.
What we handle
The full scope, grouped the way your engagements are actually structured.
Canada
- T1 personal returns
- T2 corporate returns
- T3 trust returns
- T4, T5 and other slips and summaries
- GST/HST returns
- Workpapers and year-end adjustments
- CRA correspondence support
United States
- 1040 individual returns
- 1065 partnership returns
- 1120 and 1120S corporate returns
- 990 nonprofit returns
- State and local returns
- Extensions, estimates and workpapers
- Notice response support
UK and Europe
- Corporation tax returns
- VAT returns
- Statutory accounts
- HMRC correspondence
- Partnership and sole trader returns
Specialized
- Transfer pricing documentation
- Nonprofit taxation
- Assessment and audit support
- Tax authority correspondence
Roles you can hire
Every seat is a named professional who works an overnight shift against your business day and reports into your team. You interview them before they start. On an FTE, that person is dedicated to your firm alone.
| Seat | What they own | Typical profile |
|---|---|---|
| Canadian Tax Seat | T1, T2 and T3 preparation, GST/HST returns, slips and summaries, workpapers, CRA correspondence support | 3–7 yrs, Canadian tax experience |
| US Tax Seat | 1040, 1065, 1120 and 1120S preparation, workpapers, extensions, notice response support | 3–7 yrs, EA or CPA track |
| UK / Europe Tax Seat | Corporation tax and VAT returns, statutory accounts, HMRC correspondence | 3–7 yrs, ACCA / ACA |
| Reviewer Seat | First-level review of preparer work, exception resolution, quality control before it reaches your partner | 8+ yrs, CA / ACCA |
Software we work in
Yours. Your team starts fluent because we implemented these platforms before we staffed them.
Prepared in your tax software, in your file structure, following your firm’s workpaper standards. Nothing is prepared elsewhere and imported.
How the engagement works
From first call to productive team in about four weeks.
Scoping call
We map the roles, volumes, software and review model. You leave with a written recommendation, whether or not you proceed.
Team match
Shortlisted profiles with credentials and relevant experience. You interview. You choose. Nobody is assigned without your approval.
Security & access
MSA and individual NDAs executed, background verification confirmed, access provisioned through your controls with MFA and least privilege.
Ramp
Ramp is timed to miss your peak. We onboard tax seats between July and November wherever possible, so the returns they prepare during shadowing are off-peak T2s and adjustments rather than deadline work. A seat onboarded in the fall is fully productive by February.
Steady state
Weekly check-in, monthly performance review, quarterly capacity planning. Scale up for busy season, scale back after. Thirty days’ notice, either direction.
Your client data never leaves your environment
Work happens inside your systems through a hardened virtual desktop or your VPN. No local downloads, no data at rest offshore, no shadow copies. Every team member is background-verified and signs an individual confidentiality agreement. Access is least-privilege and MFA-enforced.
Read the full security posture →Questions about offshore tax
Do I need client consent to send returns offshore?
What is the turnaround on a return?
Can they respond to CRA or IRS notices?
How do you handle EFILE and preparer identification?
What about data security during busy season?
Can we start with just overflow work?
Find out what your firm could take on with two more people.
Thirty minutes. We map your roles, volumes and software, and you leave with a written recommendation on team structure. No obligation, and no pitch deck.
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