Questions CPA Firms Ask Before Working With Us.

Primarily US and Canadian CPA and accounting firms seeking tax preparation, review, bookkeeping and workflow support.

No. Our primary model is strictly supporting CPA and accounting firms as an extension of their team. Your firm always retains client ownership and contact.

CredTax, operated by CredTax Solution LLP, is based in Kochi, Kerala, India and provides offshore support to international CPA and accounting firms.

Yes. Flexible Support can begin with defined return batches or single projects, and can evolve as the relationship develops.

Yes. Dedicated Professional is designed for recurring workload that benefits from one person who learns your systems, chart of accounts, and preferences over time.

A Pod is a coordinated team structured around an agreed production workflow rather than a single headcount, featuring built-in coordinators, preparers, senior review, and backup.

Yes. Flexible Support can be scaled up specifically for seasonal overflow and extension deadlines, then dialed back without carrying overhead.

The engagement can expand seamlessly from defined overflow support toward dedicated capacity or an entire Pod as your client roster grows.

CredTax provides preparation and internal senior review/QC checks before returning work. The CPA firm retains final professional review and filing responsibility.

Yes. CredTax works directly inside your agreed systems (UltraTax, Drake, CCH Axcess, Lacerte, TaxDome, QuickBooks Online, Xero), subject to access and scope.

Pricing depends on the support model, workload volume, complexity, scope and required turnaround capacity. We map your workflow first to ensure fair, transparent terms.

Not necessarily. The succession model is designed as an operational continuity partnership where CredTax operates production while the owner retains agreed equity/revenue participation.