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 are rigorously trained to execute complex US jurisdictional codes, ranging from individual high-net-worth filings to corporate entity structuring.
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.
Governs the disclosure and use of tax return information by preparers. Offshore arrangements require written taxpayer consent per Revenue Procedure 2008-35. Vance & Cole provides compliant consent templates as part of every engagement.
Defines the Written Information Security Plan (WISP) requirements for tax professionals. Our Cebu facility operates under a WISP-aligned environment with restricted USB ports, monitored network traffic, endpoint encryption, and mandatory endpoint detection.
Regulates practice before the IRS. Offshore preparers function strictly as data processors under the supervision of your Circular 230 authorized practitioners. Your onshore CPAs retain all signing authority and professional liability.
Dean is the Managing Partner at Vance & Cole, operating permanently from the APAC operations hub. He architects the zero-trust compliance infrastructure, hardware provisioning, and physical facility security that ensures every offshore tax preparer deployment meets or exceeds IRS Publication 4557 and Section 7216 compliance 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 becomes the defining constraint for every CPA firm. The firms that thrive are the ones that planned for busy season accounting help months in advance. Tax season staffing is not something you can solve in January. By the time your inbox is full of 1040s and extensions are piling up, the best offshore tax return preparation specialists are already placed and productive at other firms.
Vance & Cole is one of the few tax outsourcing companies that provides dedicated, full-time tax preparers rather than seasonal contractors. Our specialists are trained and tested on the complete range of US federal and state returns. From individual 1040 tax preparation outsourcing through complex partnership 1065 and S-corp 1120S filings, every return is prepared by a credentialed professional working from our biometrically secured Cebu IT Park facility.
The smartest firms do not treat offshore tax return preparation as a busy season band-aid. They integrate dedicated tax preparers year-round, using the off-season for 990 filings, tax planning projections, amended returns, and IRS notice resolution. This approach eliminates the annual scramble for busy season accounting help and gives your firm consistent capacity regardless of seasonal demand swings.
Our 1040 tax preparation outsourcing specialists maintain active proficiency in UltraTax, Lacerte, ProConnect, Drake, and CCH Axcess. They complete ongoing training as tax code changes are enacted, ensuring that every return reflects current law and maximizes available deductions for your clients.