US Tax Preparation
- Individual returns (Form 1040)
- Business returns (Form 1065, 1120, 1120-S)
- Tax preparation & workpapers
- Supporting schedules and workpapers
- Tax research support
- Review support
Offshore support for US and Canadian CPA firms
Extend Your CPA Firm Without Building Every Function In-House.
CredTax provides US and Canadian CPA firms with offshore tax, accounting and workflow support built around the way your firm already works.
- Tax
- Accounting
- Workflow Support
- CPA FirmYour client relationships, professional judgment and final sign-off.
- CredTaxLearns your systems, standards and recurring work.
- Structured WorkflowPreparation and processing, then internal QC, then review-ready work.
- Completed WorkReviewed by your firm before it goes any further.
Built for CPA Firms
CredTax was built around a simple idea: offshore support should feel less like assigning work to an outside vendor and more like extending the operating capacity of your firm.
Tax
Tax preparation, supporting workpapers, review support and technical workflow assistance.
Accounting
Bookkeeping, reconciliations, accounting support and recurring financial workflows.
Workflow
Document collection, task coordination, client follow-up, administrative support and recurring firm operations.
The Work Behind the Work Can Become the Bottleneck.
A CPA firm does more than prepare and review. Around every return and every set of books sits a layer of coordination that also needs someone's time.
- Preparation
- Review
- Missing documents
- Client follow-ups
- Task coordination
- Deadlines
- Bookkeeping
- Cleanup
- Seasonal capacity
- Staff training
- Recurring workflow management
The problem is not always finding another person. Sometimes the problem is structuring the work itself.
That is where CredTax fits: an offshore extension of your firm, working inside your workflow, your systems and your review structure.
What CredTax Supports
Four areas of support that map to how a CPA firm actually operates.
Tax Review & Quality Control
- Return review
- Workpaper review
- Missing-information identification
- Review notes & queries
- Corrections
- Pre-final-review quality checks
Bookkeeping & Accounting
- Bookkeeping & QuickBooks Online
- Reconciliations
- General ledger support
- Cleanup and catch-up
- Month-end close
- Financial statements
- Accounting review support
CPA Firm Workflow Support & Virtual Assistant
- Document collection & tracking
- Client follow-up
- Task coordination (TaxDome, etc.)
- Inbox and workflow support
- Administrative support
- Deadline and task tracking
- Recurring firm operations
Choose the Level of Support Your Firm Actually Needs.
Start with defined work. Build continuity. Move toward workflow support when the function becomes large enough.
- WorkFlexible Support
- Assigned capacityDedicated Professional
- WorkflowCredTax Pod
Work
Flexible Support
“I need help with this work.”
For defined assignments, seasonal overflow, per-return work and project-based support.
Typical examples
- Seasonal capacity
- Defined assignments
- Individual or bulk returns
- One-off projects
- Overflow work
You manage the workflow. CredTax completes the agreed work.
Explore Flexible SupportAssigned capacity
Dedicated Professional
“I need someone who knows my firm.”
A professional primarily allocated to your firm who learns its systems, processes, standards and recurring work.
Typical examples
- Recurring workload
- Predictable monthly capacity
- Long-term support
- Firms seeking continuity
You manage the workflow. CredTax provides dedicated capacity.
Explore Dedicated SupportWorkflow
CredTax Pod
“I need a function supported by a team.”
A coordinated team organized around an agreed production workflow.
Typical examples
- High-volume recurring work
- Specialized workflows
- Multiple roles (Preparer, Reviewer, Coordinator)
- Quality-control requirements
- Capacity and backup needs
CredTax coordinates the agreed workflow within the defined scope.
Learn About CredTax PodsA person can complete work. A Pod can own a workflow.
The Longer We Work Together, the Less You Have to Explain.
The value of a long-term relationship is not just the hours delivered. It is the operational familiarity accumulated around your firm.
At the start, CredTax learns your firm's:
- Software the systems you use
- Workflow how work moves
- Documentation standards what “complete” means
- Review preferences how you like work presented
- Recurring client patterns what repeats each cycle
- Communication expectations who hears what, and when
Learn
Your systems, standards and preferences.
Adapt
Fit the way your firm already works.
Repeat
Recurring work becomes routine.
Improve
Fewer repeated explanations over time.
Expand
Add capacity without starting from zero.
Built Around Your Firm
CredTax adapts to how your firm works, not the other way around.
Your Systems
Work within your agreed software and systems.
Your Standards
Learn your documentation and quality expectations.
Your Workflow
Support the process the way your firm actually operates.
Your Review Process
Prepare and organize work around your firm's review structure.
Your Capacity
Add support as workload grows.
Software and system access is agreed engagement by engagement, subject to compatibility and scope.
How Work Moves Between Your Firm and CredTax
Defined stages sit between the assignment and your final review, and your firm stays on both ends.
- Step 1CPA FirmAssigns agreed work and shares source documents.
- Step 2CredTax IntakeUnderstands systems, checks document completeness.
- Step 3Prepare / ProcessWork is completed within agreed technical scope.
- Step 4Internal QC & Senior ReviewA senior reviewer applies internal QC checklist.
- Step 5Review-Ready DeliveryDelivered to your portal with review notes attached.
- Step 6CPA Final Review & Sign-offYour firm applies professional judgment and final sign-off.
What Stays With Your Firm. What CredTax Handles.
A clear line makes the working relationship easier to run.
Your Firm
- Client relationships
- Professional judgment
- Final decisions
- Final review and sign-off
- Firm standards
- Client communication where appropriate
CredTax
- Agreed production work
- Workflow coordination
- Preparation
- Internal quality-control steps
- Documentation
- Staff allocation within agreed scope
- Operational continuity
CredTax provides preparation, review-support and workflow services. The CPA firm retains professional responsibility, client relationships and final professional decisions.
CredTax at a Glance
Support Models
Flexible, Dedicated, and Pod.
Core Functions
Tax, Review, Accounting, Workflow.
Partners
Raijo Jose & Nithin PR.
Operating Philosophy
Support the workflow, not just the task.
The People Behind CredTax
CredTax is partner-led. You work directly with the people who run it.
Raijo Jose
Partner — Client Services, Sales & Administration
Focus areas
- Client relationships
- Service coordination
- Business development
- Administration
- Client communication
- Operational coordination
Nithin PR
Partner — Tax & Accounting Operations
Focus areas
- US tax workflow
- Accounting operations
- Preparation and review processes
- Quality control
- Workflow design
- Operational delivery
Let's Build the Right Support Structure for Your Firm.
Tell us what is consuming your team's capacity. We'll understand the workflow, workload and level of support required before recommending the right CredTax model.