Outsourced Tax Support For CPA Firms
Scale the tax services you can offer by partnering with our knowledgeable, flexible and caring CPAs and tax professionals.
All the services you need – when you need them
Whether your clients’ needs are simple or complex, we bring the expertise and efficiency required for seamless collaboration with your team. Trust us to provide:
Expand your capacity without adding extra headcount
For many CPA firms, enhancing their team with highly trained and caring CPAs and tax professionals from Scrubbed has been the answer to continuing to meet client needs and allowing internal staff to work reasonable hours during busy season.
Scrubbed’s goal is to not only meet client expectations, but to exceed them in everything we do. Our flexible, talented and people-centric team of professionals provide world-class support and can scale as needed during tax season and all year long. We foster a culture of continuous learning, and each professional on our team is fully trained and tested before ever picking up a client return. This detail-oriented approach ensures that we leave no stone unturned for your clients and take advantage of all the deductions and credits available.
Dedicated to quality, our professionals have deep experience working with a diverse range of industries and understand the unique tax obligations of healthcare, real estate, nonprofits, manufacturing and distribution and financial institutions. This expertise allows us to go beyond pure compliance work to offer tax advice and planning services as well. Our goal is to provide continuous tax team support and a level of commitment that matches that of your full-time employees.
Featured Work
Case Study
Many CPA Firms are finding the best solution to scale their firm is to outsource finance or accounting functions to an experienced third-party provider. But how do you know if this arrangement could be advantageous for your firm? And how do you ensure a successful experience?
Why Partner With Scrubbed
Complete Scalability
Enhance your tax team with knowledgeable and service-minded professionals today and trust that we continue supporting your needs as your firm grows.
Greater Efficiency
Deliver more returns – more quickly – with the support of our team so you can focus on providing a deeper level of advice and planning for your clients.
Expanded Capabilities
Supporting your tax needs is just one of the areas where we can help. Look to us for outsourced bookkeeping and accounting* assistance, audit services and other financial assistance.
Enhanced Technology
Scrubbed invests in the most secure and up-to-date software and systems so your clients’ financial information is protected and accessible when, where and how you need it.
Download Capabilities Brochure here:
Want to learn more about our services or meet more of the Scrubbed team?
Connect with Scrubbed using our secure cloud-based technology
Your clients’ information will always be easily accessible and secure when working with Scrubbed. As a Xero Platinum Champion Partner, you can trust that our cloud-based systems and software are reliable, secure and easy to access at anytime from anywhere
Featured Insights
Tax Compliance for CPA Firms Leadership Team
Esfer Pamintuan
Senior Manager
Esfer serves as the Manager for Tax Compliance and Advisory services, co-managing the whole tax team. He has more than 10 years of professional experience that includes 8 years handling tax compliance and tax planning for business and individuals and 2 years of experience in accounting. His expertise is on tax return preparation, tax strategies, tax audit compliance and tax relief services.
FAQ
Outsourced CPA firm tax support is a staffing solution that allows you to expand your tax team without hiring full-time employees. Scrubbed provides experienced tax professionals who work as an extension of your in-house team, remotely and on-demand, so you can meet deadlines, handle increased workloads, and grow your practice efficiently, especially during peak tax season.
Scrubbed works within the CPA firm’s existing environment and common platforms such as the tax software, project management tools, and messaging apps. We also ensure consistent communication the entire time, though its frequency will depend on the firm’s preference.
Scrubbed provides CPA firms with extensive expertise in U.S. tax compliance, including income tax return preparation for corporations, partnerships, and individuals, as well as sales and use tax return preparation for various jurisdictions.
Our team has a positive track record providing offshore support to CPA firms and has helped several clients process a total of 322 forms during the recent tax season. These included:
- Form 1120 (C-Corporations): 5
- Form 1120S (S-Corporations): 5
- Form 1065 (Partnerships): 12
- Form 990 (Exempt Organizations): 149
- Form 1040 (Individual Returns): 142
- Form 1041 (Estates and Trusts): 9
Learn more about our tax services by exploring our full range of solutions.
We ensure tax accuracy and compliance through a layered review process designed to match the needs of each CPA firm. While the exact staffing structure will depend on the level of support the CPA firm requires, it typically involves a combination of a senior tax associate and a tax manager handling the review process. However, in most cases, firms engage a tax associate or senior tax associate primarily for tax return preparation, while retaining their in-house manager to oversee review and quality control.
Additionally, while most of our team members are IRS Enrolled Agents, we also require the rest of the team to complete the Annual Filing Season Program (AFSP) each year to stay compliant with current IRS standards. In addition to this, we conduct regular internal training sessions to ensure consistency and quality across the team. CPA firm clients also provide technical training to our staff.
Yes, outsourced tax support with Scrubbed is secure and compliant with data protection standards. We understand that data security in tax outsourcing is a common concern. So, rather than transferring sensitive client data externally, we require CPA firms to provide secure remote desktop connection (RDC) access. This allows our team to work entirely within the firm’s environment, maintaining full control over data and software access.
Because we operate inside your existing system, your firm's existing security protocols including encryption, access controls, and audit trails remain in effect. This setup ensures compliance with internal IT policies, as well as external standards such as SOC 2 and GDPR, depending on the firm’s infrastructure.
Additionally, our team is trained in data confidentiality, secure file handling, and remote work best practices, and we are open to adapting to any firm-specific security measures or protocols.
To ensure a smooth and effective onboarding experience, we recommend providing at least 2–3 months' notice ahead of the busy season. This lead time allows us to carefully match the right professionals to your needs, whether it’s a tax associate, senior tax associate, or manager, and ensures alignment with your firm’s systems and workflows.
Our team brings extensive experience across a wide range of industries, including manufacturing, distribution, retail, clean tech, SaaS, real estate, biotech, non-profits, and more. This diverse industry knowledge allows us to adapt quickly to your unique business environment and provide industry-relevant tax support.
Scrubbed can help with proactive tax planning, but it would depend on the scope of work and the responsibilities assigned to our team members. If the CPA firm has an established tax planning process, our staff can support that function, provided they receive proper training on the firm’s methodology and tools. While our core strength is in tax compliance, our teams are also trained to spot planning opportunities, such as R&D credits, state Nexus issues, and entity choice optimization.
We integrate seamlessly with the platforms our clients already use, including Ultratax, CCH Axcess Tax, CCH Profx, Xero, and Quickbooks. Our approach is flexible; instead of enforcing our own process, we adapt to each firm’s existing workflow to ensure a smooth collaboration.
Our standard approach is to operate as a behind-the-scenes extension of your team, with all client communication handled by your firm. This helps maintain clear engagement boundaries and ensures you remain the primary point of contact with your clients.
However, if your firm is comfortable with us engaging directly, white-labeling is available. In such cases, we can represent your firm in communications—typically using your firm’s email domain or branding guidelines. That said, it’s important that your clients are informed that Scrubbed is part of your extended team to maintain transparency and manage expectations.
Ultimately, we tailor the communication model to fit your preferences, whether that means full internal support or client-facing interaction.
Getting started is simple. CPA firms can reach out to our team and provide an overview of their needs, including the roles they require, the level of professional experience (e.g., tax associate, senior associate, or manager), and any specific industry expertise. From there, we create a tailored staffing plan designed to integrate seamlessly with your firm’s workflow.
While we don’t offer formal trial periods, we maintain frequent touchpoints during the first few weeks of the engagement to ensure alignment, address feedback quickly, and fine-tune the collaboration. This hands-on approach ensures you get the right fit and immediate value from our support.
Want to learn more?
Let’s discuss how we can help by managing your day-to-day accounting needs, or taking on a larger financial management role, so you can continue to deliver on your mission-critical goals.