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AccountsUp

Accounting for Businesses

Tax Support

Extend your in-house tax team with dedicated specialists who handle compliance, provision, and planning support — accurately and on deadline.

Overview

Tax Support

In-house tax teams rarely lack expertise — they lack hours. Between multi-jurisdiction compliance, quarterly provision, notices, and planning requests, the highest-paid specialists spend their days assembling workpapers and chasing data. AccountsUp Tax Support gives your department a dedicated team that absorbs that preparation load, so your people apply judgment to positions and strategy instead of reconciling trial balances against the clock.

We support the full cycle: income tax compliance, ASC 740 and IAS 12 provision, sales, use and indirect tax, book-to-tax workpapers, notice and audit response, and planning models. Every deliverable is AI-checked for tie-out and anomaly gaps, then reviewed by a named specialist before it reaches you — and all of it happens inside your existing systems under enterprise-grade access controls, not a parallel platform you have to learn.

  • A faster, cleaner provision and compliance close, with review-ready workpapers instead of last-minute data assembly
  • Fewer reconciliation errors and reworked schedules, thanks to AI-assisted tie-outs before human sign-off
  • In-house specialists freed to focus on tax positions, planning, and risk instead of preparation load
  • Confidence that no filing, payment, or registration deadline slips through the multi-jurisdiction calendar

What's included

Everything the tax support engagement covers

Compliance return preparation

We prepare and review federal, state, and local income tax returns, extensions, and quarterly estimates — delivering clean workpapers your team signs off on, not raw data to rebuild.

Tax provision (ASC 740 / IAS 12) support

Current and deferred tax calculations, effective-rate reconciliations, and deferred rollforwards prepared to your provision template, ready for auditor review each quarter and year-end close.

Sales, use & indirect tax

Nexus tracking, multi-jurisdiction sales-and-use filings, VAT/GST returns, and exemption-certificate management so registrations stay current and no jurisdiction slips through the calendar.

Book-to-tax & workpaper prep

We reconcile trial balances, build M-1/M-3 book-to-tax adjustments, depreciation and fixed-asset schedules, and supporting workpapers — so your specialists focus on positions, not data assembly.

Tax planning & scenario modeling

Entity-structure comparisons, apportionment analysis, R&D and credit studies support, and what-if models that quantify the cash-tax impact of decisions before your team commits to them.

Notice & audit support

Structured response packages for IRS and state notices, reconciliation of assessed amounts, and audit-ready documentation trails that shorten resolution and keep examiners moving through your file.

Compliance calendar management

A single tracked calendar of every filing, payment, and registration deadline across your jurisdictions, with status, owner, and reminders so nothing lands late or unassigned.

Why AccountsUp

The advantage of tax support done right

Dedicated specialists, not a rotating pool

You work with a named team that learns your entities, positions, and templates — continuity that generic outsourcing and seasonal temps can't match.

AI-assisted accuracy on every workpaper

Automated tie-outs and anomaly checks flag reconciliation gaps and outliers before a human reviewer signs off, cutting the rework cycle on every deliverable.

Works inside your existing stack

We operate directly in your QuickBooks, NetSuite, Sage, or provision software — no data migration, no parallel system, no reformatting to fit ours.

Capacity that flexes with your season

Scale hours up for provision and busy-season peaks, then down between deadlines — coverage that matches your workload without permanent headcount cost.

Enterprise-grade security

Role-based access, MFA, encrypted transfer, and audit trails on every file — the controls your risk and IT teams require before granting system access.

Multi-jurisdiction fluency

Teams versed in US federal and state, Canadian, UK, and Australian regimes support cross-border groups without you sourcing a specialist for each country.

AI-powered, expert-led

The reliability of an in-house team, without the overhead

Most outsourcers hand your tax team more raw data to reconcile. AccountsUp hands back finished, review-ready work. A dedicated team learns your entities and templates, AI-assisted tie-outs catch reconciliation gaps before sign-off, and everything happens inside your own QuickBooks, NetSuite, or provision software under role-based access and full audit trails. You keep control of positions and filings; we absorb the preparation load that keeps your specialists from higher-value work.

How it works

A clear path from first call to steady delivery

01

Scope & access review

We map your entities, filings, provision cadence, and current tools, then agree the deliverables and turnaround targets before any access is provisioned.

02

Secure onboarding

Your dedicated team is provisioned with role-based, least-privilege access to the systems they need, and we document the workflow, templates, and review handoffs.

03

Pilot cycle

We run one compliance or provision cycle alongside your team, calibrate to your standards and templates, and lock the review checklist you'll sign off against.

04

Ongoing delivery

Workpapers, returns, and provision schedules arrive on the agreed calendar, AI-checked and reviewer-approved, with a named point of contact for every open item.

05

Review & scale

We hold regular service reviews on turnaround, accuracy, and open notices, then adjust scope and capacity as your filings and entity footprint grow.

Works inside your stack

We operate in the platforms you already run

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What clients say

Trusted by firms and businesses worldwide

Our bookkeeping and monthly reporting are finally accurate and on time. AccountsUp feels like an in-house team.
Michael Carter
Michael Carter
CFO, B2B Services

Questions

Tax Support, answered

Does AccountsUp replace our in-house tax team or support it?

We support it. Your team keeps ownership of tax positions, filing sign-off, and strategy. We take on the preparation, reconciliation, provision workpapers, and calendar management that consume their time — acting as an extension of your department, not a replacement for its judgment.

Which tax software and systems can you work in?

We work directly inside your existing stack — QuickBooks, Xero, NetSuite, Sage, and your provision and workpaper tools — plus ADP and payroll systems for employment-tax data. There's no migration or parallel system; we adapt to your environment and templates rather than asking you to adopt ours.

How do you keep our tax data secure?

Access is role-based and least-privilege, protected by multi-factor authentication, with encrypted file transfer and audit trails on every document. Work happens in controlled environments, and we scope each team member's access to only the systems and entities their work requires. Your IT and risk teams review controls before onboarding.

Can you support our quarterly and year-end tax provision?

Yes. We prepare current and deferred tax computations, effective-rate reconciliations, deferred rollforwards, and provision-to-return true-ups to your template and close calendar. Deliverables arrive auditor-ready, so your team reviews positions and disclosures rather than building schedules under close-deadline pressure each quarter.

How long does onboarding take before you're productive?

Most engagements move from access provisioning to a calibrated first cycle within a few weeks. We run one compliance or provision cycle alongside your team to match your standards and templates, then take on full delivery. Timing depends on entity count, jurisdictions, and how documented your current process is.

What does tax support cost?

Pricing follows the model that fits your workload — a fixed monthly retainer for predictable compliance and provision cycles, or scalable hourly capacity for variable and project work. After a short scoping call on entities, filings, and volume, we provide a written estimate with no long-term lock-in.

Ready to hand off your finance function?

Join the CPA firms and businesses worldwide that trust AccountsUp for their entire finance operation.

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