For tax & CPA firms
Clear your tax-prep backlog.
Under your brand.
Outsourced 1040, 1120, and 1065 preparation behind your firm — review-ready returns delivered under your own brand, without hiring and training seasonal preparers. The Continuous Close Method™ rigor, applied to tax prep.
In season, the returns outrun the preparers — so partners review until midnight or the firm turns clients away.
01Tax-season volume does not arrive evenly. Returns stack up faster than your preparers can clear them, and the work has nowhere to go but onto the people who can least afford it. Partners who should be reviewing and advising end up preparing 1040s late into the night, and the firm either extends clients it would rather file or quietly turns new work away.
02The usual fixes do not hold. Seasonal preparers are hard to find, slow to train, and gone by May — and quality varies by whoever you managed to hire. Stretch the existing team instead and the review bottleneck only tightens, returns sit waiting on a partner’s desk, and the firm cannot grow its 1040 book without breaking the people who carry it.
03Debit & Co. prepares the returns behind your firm. We take in the client documents, prepare 1040, 1120, and 1065 returns to a review-ready state, and hand them back white-label under your brand — produced through a disciplined, documented process. Your partners go back to reviewing and advising, and the firm clears the backlog without hiring a single seasonal preparer.
Your tax prep needs help if…
Most firm engagements begin with three or more of these eight conditions.
- In season you have more returns than preparers to prepare them.
Work piles up faster than the firm can clear it. - Partners are stuck preparing returns instead of reviewing them.
Your highest-value people do the lowest-leverage work. - You are extending or turning away clients you would rather file.
Revenue and relationships walk out the door each spring. - Seasonal preparers are hard to find and slow to train.
You staff up late and still finish the season short-handed.
- Return quality varies depending on which preparer touched it.
Review catches the same mistakes over and over. - The review step has become the bottleneck for the whole firm.
Finished returns sit waiting on one partner’s desk. - You cannot grow the 1040 book without burning out the team.
Capacity, not demand, is what caps the firm. - Margins on prep keep getting squeezed by the cost of staffing it.
More returns no longer means more profit.
The Financial Clarity™ framework, applied to prep.
Three pillars behind returns your partners can review with confidence. Every engagement maps to them.
01
Clean.
Returns prepared right the first time. Source documents reconciled, schedules tied out, and workpapers organized — so review is a check, not a rebuild.
02
Compliant.
Current-year tax law applied consistently across every return. A standard, documented process means the same rigor on the thousandth 1040 as the first — not whatever a seasonal hire remembered.
03
Communicable.
Review-ready packages your partner can sign behind. Each return arrives with supporting workpapers and open-item notes — everything needed to review, approve, and file under your firm’s name.
Senior preparers and reviewers deliver against each pillar, white-label under your firm’s brand.
Six tax-prep functions Debit & Co. runs behind your firm.
Every engagement is composed of these six functions, all delivered white-label under your firm’s brand. The mix depends on your return volume and season.
1040 Individual Prep
Individual returns prepared from your clients’ source documents to a review-ready state. From straightforward W-2 filers to returns with Schedules C, D, and E, your firm clears its 1040 book without adding seasonal headcount.
Pillar: Clean · Delivered: White-label under your brand
1120 / 1120-S Corporate
C-corp and S-corp returns prepared with the schedules tied to the books. Trial balances reconciled, M-1 adjustments handled, and K-1s produced — so your reviewer sees a complete, defensible return.
Pillar: Compliant · Delivered: White-label under your brand
1065 Partnership
Partnership returns prepared with allocations and capital accounts handled correctly. Partner K-1s generated and tied out, so distributions and basis are right before the return reaches your desk to review.
Pillar: Compliant · Delivered: White-label under your brand
Workpaper & Support Docs
Every return arrives with organized workpapers behind it — reconciliations, schedules, and the source documents that support each figure. Your reviewer can trace any number back to its origin in seconds.
Pillar: Clean · Delivered: White-label under your brand
Review-Ready Packages
Returns are delivered in a consistent, review-ready package with open-item notes flagged for your partner. We prepare; your firm reviews, approves, and files — the sign-off always stays with you.
Pillar: Communicable · Delivered: White-label under your brand
Secure Document Handling
Client data moves through encrypted, access-controlled channels with a documented chain of custody. Your clients’ sensitive tax information is handled to the standard your firm is held to.
Pillar: Communicable · Delivered: White-label under your brand
Featured case · Regional CPA firm
“They cleared our backlog under our own brand. By February our partners were reviewing and advising instead of preparing 1040s at midnight — and we stopped turning clients away.”
Tax Partner · Regional Firm
Backlog cleared
Returns prepped behind the firm
Zero hires
No seasonal preparers added
Partners freed
Back to review and advisory
Where Debit & Co. fits.
Specificity is a service. The list below is honest.
A good fit:
- A tax or CPA firm with a prep bottleneck it cannot staff through.
- You want review-ready 1040, 1120, and 1065 returns prepared behind your firm.
- You want the work delivered white-label, under your own brand.
- You want partners back on review and advisory, not preparation.
- You want to grow the prep book without hiring and training seasonal staff.
Not the right fit:
- An individual or business that wants its own return prepared and filed — this is built for firms, not consumers.
- A firm that wants permanent in-house preparers it controls directly.
- You want us to sign and file returns under our name, not yours.
- You want software to buy, not a prep team to run behind your firm.
Common questions, answered.
What returns do you prepare for firms?
We prepare individual 1040 returns, C-corp and S-corp 1120 and 1120-S returns, and partnership 1065 returns — with the supporting schedules, K-1s, and workpapers tied out. We work behind your firm as an extension of your prep team, white-label under your brand.
Are the returns review-ready, or do you file them?
We prepare returns to a review-ready state and hand them back to your firm with open items flagged. Your partner reviews, approves, signs, and files — the sign-off and the client relationship always stay with you. We do not file under our name.
How do you handle our clients’ data security?
Client documents move through encrypted, access-controlled channels with a documented chain of custody, and access is limited to the team assigned to your firm. Sensitive tax information is handled to the professional standard your firm is held to.
How does white-label pricing work for the firm?
Your firm pays us per return, by form type and complexity, and bills your client whatever you choose. The margin between the two is yours. Pricing scales with season volume, so you only pay for the returns you actually send.
How fast can you ramp for tax season?
Onboarding runs in weeks, not months: we align on your workpaper standards, software, and review handoff up front, then scale capacity as your season volume builds. Because our process is documented, adding throughput does not mean retraining from scratch each spring.
Ready for Financial Clarity™?
Book a 30-minute discovery call. Tell us your situation, we’ll be honest about fit, and you get a custom proposal in 48 hours.