Unitax Outsourcing provides CPA-supervised, white-label backend support for US CPA firms. We prepare. You review and sign. We Help US CPA Firms Clear Backlogs Without Hiring or Compliance Risk
This page is designed specifically for:
Small to mid-sized US CPA firms
Firms facing March–April tax season overload
CPAs who want reliable backend capacity without adding staff
Firms using QuickBooks, Drake, ProConnect, UltraTax, or similar platforms
What Unitax Handles (Backend Support)
Draft preparation of tax returns (1040, 1065, 1120, 1120-S)
Bookkeeping cleanup and month-end close
Sales & use tax return preparation
Payroll processing support
Organized workpapers for efficient CPA review
What Remains With Your CPA Firm
Final review and professional judgment
Client communication
E-filing and signing of returns (Unless specifically requested)
Full client ownership and responsibility
CPA firms work with us because we operate as a professional extension of their team, not as a generic outsourcing vendor.
Work supervised by a US CPA
White-label engagement with strict NDA protection
No direct interaction with your clients
Deadline-driven, tax-season-ready workflows
Seamless integration with your existing systems
Start small. Scale only if satisfied.
NDA and onboarding
Secure access to approved systems and files
Preparation by our trained offshore team
Internal CPA-level quality review
Delivery to your firm for final review and filing
We understand that data protection and professional responsibility are critical for CPA firms. Our controls are designed to support that responsibility not replace it.
Work performed directly within CPA-approved systems
Role-based access controls
No data stored on personal devices
Controlled-access office environment
Restricted operational areas
Assigned workstations for accounting staff
NDA-backed white-label engagements
Individual confidentiality undertakings from team members
No client communication without CPA authorization
Clear scope, timelines, and deliverables
Access to workpapers and supporting documents
Defined escalation and review process
Inquire about Tax Services: +1 (646)-206-5569
support@unitaxbookkeeping.com 
