Tax Filing & Compliance
Scale your tax practice with a pre-vetted expert embedded in your firm, delivering accurate, compliant, fast filings.
Starting From
$3000/ month
Hourly Seat
$25 / hour
Qualified
Filings
.avif)
Trusted by 100+ Firms
Filings / month
Tax Associate
Preparation, Filing & Compliance Support
Get Accurate, Full Cycle Tax Support with Your Embedded Tax Associate
The Tax Associate Seat gives CPA firms a reliable professional for tax prep, filing, and compliance without full-time overhead. Ideal for peak seasons or scaling services, your Etisson Tax Associate integrates into your systems and workflows as a fully embedded team member.
CPA & Tax Firms
Needing reliable tax prep capacity during peak season without seasonal hiring
Multi-Entity Businesses
Managing complex federal, state, and payroll tax obligations across multiple filings
Growing Companies
Expanding into new states and needing compliance coverage that scales with them
What Your Tax Associate Handles
1
Individual Tax Return Preparation (1040)
Accurate federal & state individual income tax returns all schedules, deductions, and credits ready for your CPA's signature.
2
Business Tax Return Preparation (1120, 1065, 1120S)
Business tax returns corporate, partnership, and S-Corp prepared with full workpapers and schedules, ready for partner review.
3
Tax Workpaper Preparation & Organisation
Complete, CPA-ready tax workpapers source documents organised, reconciliations done, and schedules documented.
4
Sales Tax Filing & Reconciliation
Multi-state sales tax returns prepared, filed on time, and reconciled for full jurisdictional compliance.
5
Payroll Tax Reconciliation & Filing
Payroll tax returns (941, 940 & state) prepared and reconciled deposits matched to filings, no discrepancies.
6
1099-NEC, 1099-MISC & W-2 Preparation
Year-end 1099s and W-2s prepared on time W-9s tracked, contractors verified, and filed ahead of January deadlines.
7
Tax Notice Review & Response Support
Tax notices reviewed and draft responses prepared for partner sign-off accurate, prompt, and off your senior staff's plate.
What's Included
Independent Accuracy Review
A fresh-eyes audit of every key account each month catching mispostings, duplicates, and errors before they compound into larger issues.
Reconciliation Sign-Off
Every bank and balance sheet reconciliation independently verified and formally approved before close.
Close Package Review
Full review of the monthly close package P&L, balance sheet, cash flow, and supporting schedules with a written sign-off memo documenting findings.
Journal Entry Testing
Manual journal entries are reviewed for proper authorization, supporting documentation, and correct period allocation the #1 area of financial misstatement.
Accruals & Estimates Review
We validate the reasonableness of all accruals, prepaid amortization, depreciation schedules, and management estimates ensuring they reflect economic reality.
Red Flag & Risk Reporting
A monthly risk memo highlighting any unusual trends, policy exceptions, internal control gaps, or items requiring management attention before they escalate.
Why an Independent Reviewer Changes Everything
When the same person who prepares the books also reviews them, errors become invisible not from dishonesty, but from familiarity. An independent Reviewer breaks that loop entirely. They bring no assumptions to the numbers, no attachment to how things were done last month, and no incentive to let anything slide. The result is financial data you can present to investors, lenders, or auditors with complete confidence because someone whose only job is accuracy has already looked at it first.
Choose How You Work With Us
Accounting Experts Vetted, Trained, and Ready to Go..
$2200
/month
Learn More
Senior Accountant
Review, Reporting & Compliance
$2500
/month
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.avif)
Reviewer
Accuracy Checks, Close & Financial Review
$3000
/month
Learn More
Tax Associate
Tax Filing & Compliance
$3000
/month
Learn More
.avif)
Workflow Expert
Expert Workflow Implementation
$2500
/month
Learn More
Getting Started Is Simple
01
01
Discovery & Onboarding Call
We start with a structured call to understand your current accounting setup, software stack, volume of transactions, and specific deliverables needed — so we match you with the right senior accountant from day one.
02
02
Resource Matching & Handoff
Your dedicated Senior Accountant is assigned based on your industry, software (QuickBooks, Xero, or other), and workload. A structured handoff ensures they're up to speed on your chart of accounts, processes, and preferences before work begins.
03
03
Monthly Accounting Execution
Your Senior Accountant handles the full scope data uploads, categorisation, reconciliations, journal entries, and close working inside your existing systems with minimal disruption to your workflow.
04
04
Weekly Review Calls
A 30-minute weekly video call keeps you fully in the loop covering work completed, any open items requiring your input, upcoming deliverables, and anything flagged during the week's work.
05
05
Reporting & Continuous Improvement
Monthly financial reports and process optimisation recommendations delivered on schedule. As your business grows, your Senior Accountant evolves with you refining workflows, improving turnaround times, and adapting to new requirements.
