Stop turning away lucrative tax mandates because your domestic team is capped out. Vance & Cole deploys heavily tested, US GAAP proficient offshore tax preparers who integrate directly into your Drake, Lacerte, or CCH workflows.
Serving CPA firms in Houston, Austin, Dallas, Denver, San Antonio, Reston, New York, and Seattle. Every placement backed by $1,000,000 E&O and Cyber Liability insurance.
Hiring an isolated freelancer via Upwork for tax season is a massive liability risk. They operate on unsecure home networks, often utilize unvetted AI tools to draft schedules, and vanish when IRS notices arrive post-season.
Vance & Cole changes the paradigm:
The Vance & Cole model is built exclusively to support mid-market US CPA firms that process between 500 and 10,000 returns annually. Our objective is to strip away the low-value mechanical data entry and preliminary scheduling from your onshore CPAs, allowing them to focus strictly on final review and client advisory.
Learn how we integrate with your partnersOur tax specialists handle complex US tax codes. From individual high-net-worth filings to corporate entity structuring, they deliver accurate returns every time.
Handling Schedule C sole proprietorships, Schedule E rental property depreciation, complex capital gains, and multi-state W-2 allocations.
Comprehensive C-Corp and S-Corp filing. M-1 book-to-tax adjustments, depreciation schedules, officer compensation metrics, and state apportionment data entry.
Mastery over LLC and LP partnership returns. Precision calculation of partner basis, K-1 generation across massive partner pools, and guaranteed payment structuring.
Calculating sales, property, and payroll factors accurately across multi-state boundaries for complex 1065s and 1120s.
Navigating state-level SALT workarounds dynamically based on specific CA, NY, and IL regulations.
Offshoring tax preparation requires extreme, uncompromising data security. The Vance & Cole facilities operate under "Zero Trust". USB ports are permanently disabled. Mobile devices are surrendered prior to entering the production floor. The network actively denies unauthorized external connections. You have absolute control.
Transparency around the tax outsourcing framework.
Outsourcing tax preparation to offshore providers requires strict compliance with IRS regulations governing the disclosure and use of taxpayer information. Vance & Cole maintains institutional-grade compliance across all applicable frameworks.
Controls how preparers disclose and use tax return data. Offshore setups need written taxpayer consent per Rev. Proc. 2008-35. We provide compliant consent templates with every engagement.
Sets the Written Information Security Plan (WISP) rules for tax pros. Our Cebu facility runs a WISP-aligned setup: restricted USB ports, monitored networks, and encrypted endpoints throughout.
Governs who can practice before the IRS. Our offshore preparers work strictly as data processors under your Circular 230 practitioners. Your onshore CPAs keep all signing authority.
Dean is the Managing Partner at Vance & Cole, based full-time at our APAC hub. He leads the zero-trust compliance setup, hardware provisioning, and facility security. Every tax preparer meets IRS Pub 4557 and Section 7216 standards.
dean@vancecole.comExecutive-level financial strategy and FP&A capacity for CPA firms scaling advisory practices. Starting at $6,500/mo.
Dedicated bookkeepers for bank reconciliation, AP/AR, and month-end close. Starting at $2,500/mo.
Transaction vouching, workpaper preparation, and SOC audit support for assurance engagements.
Consult with our US partners to analyze your upcoming volume and tax software requirements.
Begin Candidate SearchWhen tax season hits, capacity is the bottleneck. Firms that thrive planned for busy season accounting help months ahead. You cannot solve tax season staffing in January. By the time 1040s flood your inbox, the best offshore tax return preparation specialists are already placed at other firms.
Vance & Cole is one of the few tax outsourcing companies with dedicated, full-time preparers instead of seasonal contractors. Our specialists cover the full range of US returns. From 1040 tax preparation outsourcing to complex 1065 and 1120S filings, every return comes from a credentialed pro in our secured Cebu facility.
Smart firms do not treat offshore tax return preparation as a busy season band-aid. They keep dedicated preparers year-round. The off-season covers 990 filings, tax planning, amended returns, and IRS notices. No more annual scramble for busy season accounting help.
Our 1040 tax preparation outsourcing specialists stay current on UltraTax, Lacerte, ProConnect, Drake, and CCH Axcess. They train continuously as tax codes change. Every return reflects current law and maximizes deductions for your clients.
Tax outsourcing is no longer a cost-cutting experiment. It is a capacity decision that separates growing firms from stagnating ones. When you outsource tax returns to a managed KPO provider, you deploy real infrastructure: QA layers, compliance monitoring, and tech integration that domestic hires cannot match alone.
What sets us apart from generic tax outsourcing services? Depth. Generic providers rotate anonymous preparers through your returns. Our model assigns a named, dedicated preparer who learns your clients and follows your review steps. They build memory over multiple seasons. That is why our first-pass accuracy stays above 98%.
Want to outsource tax accounting? Start with volume analysis. Find the return types eating the most partner review time relative to billing value. For most firms, that means high-volume 1040s and simple 1120S filings. These are ideal to outsource because they are consistent and benefit from dedicated preparers.
Taxation outsourcing services should plug into your existing workflow. At Vance and Cole, your offshore preparer connects to your tax software via secure VPN. They use your templates and queue finished work for partner review. No file transfers. No email attachments. No breaks in your QC process. The result is a seamless extension of your domestic capacity inside your existing audit trail.