For CPA and Accounting Firms
Tax Preparation Outsourcing in the Philippines
Outsource Philippines™ provides dedicated tax preparation staff for CPA and accounting firms. They organize client documents, enter source data, prepare draft individual and business returns and workpapers in your tax software, and clear review notes. They work onsite in our supervised Philippine office, while your CPAs and enrolled agents review, sign, and file every return.
What Your Tax Team Handles
Tax Preparation Support Your Team Can Cover
Add capacity for busy season, or keep a year-round team for returns, extensions, and bookkeeping cleanup.
Document Intake and Organizing
Client uploads sorted, checked against your organizer, and missing items requested through your portal.
Source Data Entry
W-2s, 1099s, K-1s, and other source documents entered accurately in your tax software.
Draft Individual Returns
Form 1040 returns prepared in draft with supporting workpapers, ready for your reviewer.
Draft Business Returns
Forms 1065, 1120, and 1120-S prepared in draft from trial balances and books, with tie-outs.
Review Notes and Workpapers
Reviewer comments cleared, workpapers tied out, and files organized to your firm’s standards.
Pre-tax Bookkeeping Cleanup
Client books reconciled and cleaned up before return preparation, so returns start from accurate numbers.
Your Firm Signs Every Return
More Capacity Without Changing Who Is Responsible
Your tax team prepares; your firm reviews, signs, and files. Every draft follows your checklists and goes through your review process, so quality and responsibility stay with your licensed professionals.
A dedicated team learns your clients and workflow, so they get faster every season instead of starting over like temporary staff.
- Draft Returns Only, Signed by Your CPAs
- Your Checklists and Review Workflow
- Client Data Handled Under Your Security Rules
- Busy-season Capacity Planned Ahead
Tax Tools
Work in the Software Your Firm Uses
Your team works in your accounts with the access you grant. There is nothing new to buy unless you choose to.
- CCH Axcess and ProSystem fx
- UltraTax CS and Lacerte
- Drake and ProConnect
- SurePrep, Canopy, and TaxDome
- QuickBooks and Xero
Quality and Continuity
How We Keep Quality High
You get the same controls on every account, written into the service agreement.
Named Team Lead and Account Manager
A team lead runs the daily work and an account manager owns the relationship. You always know who to call.
QA Checks Before Your Review
Your team lead checks each draft against your checklist before it reaches your reviewer.
Weekly Performance Report
Returns prepared, review notes cleared, and turnaround against your targets, plus next week’s plan.
Trained Backup Coverage
A cross-trained backup learns your clients and workflow, so leave and sick days do not slow busy season.
Replacement If Someone Leaves
If someone leaves, we recruit and train a replacement.
Secure, Supervised Work
Your team works onsite in our supervised office on company-managed devices behind a firewall, not from home, with work tracked in WorQmate, our own monitoring platform. Client data access follows your rules.
How It Works
From First Call to Kickoff
We start with your return volume, software, and season calendar.
- 1
Day 1
Scope the Work
We review your return types and volume, software, review process, and busy-season dates.
- 2
After the Call
Written Proposal
You get roles, schedule, and hourly rates in writing.
- 3
Weeks 1–4
Screen, Interview, and Train
After you sign the Outsourcing Services Agreement and settle the security deposit, we screen candidates with tax tests. We then train the team on your software and checklists.
- 4
Launch
Start and Report
Your team starts on agreed returns, and weekly reports start from the first week.
Client Feedback
Why Clients Stay with Us
As always, we are very grateful to the entire FilWeb team for their dedication and excellent work. I only have good praises to sing. I am pleased to recommend you because I have no shortage of praises to sing for you guys.
Frequently Asked Questions
What Does Tax Preparation Outsourcing Include?
Your dedicated team can organize client documents, enter source data, prepare draft individual and business returns and workpapers, clear review notes, and clean up client books before preparation, all in your tax software.
Who Signs and Files the Returns?
Your firm does. Our team prepares drafts only. Your CPAs or enrolled agents review, sign, and file every return and stay responsible for the work.
Is Client Tax Data Secure?
Your team works onsite in our supervised office on company-managed devices behind a firewall, with access limited to what you grant. Many firms also use their own secure portals and virtual desktops for this work.
Can We Scale Up for Busy Season?
Yes. Plan your busy-season team with us ahead of time. A year-round core team keeps knowledge of your clients between seasons.
How Much Does Outsourced Tax Preparation Cost?
You pay an hourly rate for dedicated, full-time hours, not a fee per return. Request a written proposal for your return volume.
Get Started
Ready to Add Tax Season Capacity?
Tell us your return volume, software, and season dates. You get a written proposal.