YOUR TRUSTED PARTNER
Your Trusted Tax Preparation Support Partner
Your Trusted Tax Preparation Support Partner
Tax season often brings increased workloads, tight deadlines, and staffing challenges. Our experienced tax professionals assist CPA firms and tax preparation companies with every stage of the tax preparation process—from organizing client information and preparing workpapers to completing tax returns and supporting final review procedures.
By outsourcing tax preparation functions to our team, firms can improve turnaround times, reduce operational costs, and focus on providing advisory and client-facing services.
Tax Returns
1040 *c1065 * 1120 * 1120S * 1041 * 990
Schedule & Workpapers
Income * Expense Fixed * Assets * Basis * K-1
Excel Workpapers
Trial Balance * M-1 * M-2 * Book-to-Tax * Rollforwards
Compliance
Extension * Estimate Efiles * Notices * Review
Tax Support
CPA Firms * Tax pros Accounting Firms
Fast & Reliable
Quality * Assurance * Confidentiality
WHAT WE DO
End-to-End Tax Preparation Support Services
Tax Organising Processing
✓Organize client documents
✓ Review source documents
✓ Verify completeness of information
✓ Identify missing documentation
✓ Client document indexing
Tax Data Entry
✓ Input tax information into workpapers
✓ Source document extraction
✓ Data validation
✓ Tax software data entry support
Tax Workpaper Preparation
✓ Lead schedules
✓ Supporting schedules
✓ Income schedules
✓ Expense schedules
✓ Depreciation schedules
✓ Fixed asset schedules
✓ Basis schedules
Individual Tax Return Support
Forms Supported
✓ Form 1040
✓ Schedule A
✓ Schedule B
✓ Schedule C
✓ Schedule D
✓ Schedule E
✓ Schedule F
Business Tax Return Support
Forms Supported
✓ Form 1065 – Partnership Returns
✓ Form 1120 – C Corporation Returns
✓ Form 1120S – S Corporation Returns
✓ Form 990 – Non-Profit Returns
Trust & Estate Tax Support
✓ Form 1041
✓ K-1 Preparation Support
✓ Beneficiary Allocations
✓ State Tax Returns
✓ Multi-State Tax Returns
✓ State Extensions
✓ State Compliance Support
TAX SCHEDULE AND SUPPORTING WORKSPACE
Schedule Preparation Services
documentation required for tax return preparation and review.
Income Schedules
✓ Interest Income
✓ Dividend Income
✓ Rental Income
✓ Business Income
✓ Investment Income
Expense Schedules
✓ Operating Expenses
✓ Payroll Expenses
✓ Rent & Utilities
✓ Vehicle Expenses
✓ Depreciation Expenses
Fixed Asset Schedules
✓ Asset Additions
✓ Disposals
✓ Depreciation Calculations
✓ Rollforward Schedules
Balance Sheet Schedules
✓ Cash Reconciliation
✓ Accounts Receivable
✓ Accounts Payable
✓ Loans Payable
✓ Equity Analysis
EXCEL-BASED TAX WORKPAPER PREPARATION
Tax Return Preparation in Excel
Our team prepares detailed Excel workpapers and tax
schedules to support efficient tax return preparations.
Service Include
- Trial Balance Mapping
- Tax Adjustments
- M -1 Adjustments
- M - 2 Adjustments
- Book-to-Tax Reconciliations
- Depreciation Schedules
- Fixed Asset Rollforwards
- Tax Calculations Worksheets
- Return Review Checklists
COMPLIANCE & FILING SUPPORT
Tax Compliance Support
Extension Preparation
Estimated Tax Calculations
Tax Notice Assistance
Filing Readiness Checks
Return Review Support
E-file Documentation Support
TAX SOFTWARE EXPERIENCE
Tax Software Experience
OUR TAX PREPARATION SERVICES
Solutions Tailored to Your Needs
MORE THAN JUST TAX FILING
Strategic Tax Solutions That Work for You
We go beyond basic tax preparation. Our team analyzes your financial situation to reduce tax liability, ensure compliance, and support your financial goals.
15+
Years of Experience
500+
Businesses Served
99%
Client Satisfaction
Why Professional Tax Preparation Matters
Avoid costly errors and IRS penalties
Identify deduction and credits you may miss
Stay compliant with ever-changing tax laws
Save time and reduce stress during tax season
Get expert guidance for better financial decisions
Individual Tax Preparation
Accurate and timely tax returns to maximise refunds and ensure compliance.
Business Tax Preparation
From LLCs to corporations, we handle your business taxes with precision.
Small Business
Tax Services
Specialised solutions for small businesses to minimize tax liabilities.
Sales Tax
Preparation
We calculate, file, and manage your sales tax across multiple
jurisdictions.
Year-Round
Tax Support
Ongoing support and
tax planning to help
you stay ahead all
year long.
Our Technical Partner
CCH
Jetpack
Excel
BENEFITS OF OUTSOURCING TAX PREPARATION
Why CPS & Tax Firms Outsource to Us
Increase Capacity During Tax Season
Handle more returns without increasing permanent staff.
Reduce Operational Costs
Lower hiring, training, and infrastructure expenses.
Faster Turnaround
Meet deadlines efficiently with dedicated support
Experienced Tax Professionals
Access trained resources familiar with tax workflows.
Scalable Resource Model
Adjust support levels based on seasonal demand.
improved Productivity
Allow partners and senior staff to focus on client advisory services.
Our Proven Tax Preparation Process
Collect
Information
We gather your financial documents securely.
Review &
Analyze
Our experts review and identify deductions.
Prepare &
File
We prepare accurate returns and file on time.
Ensure
Compliance
We ensure full compliance with tax regulations.
Support
Beyond Filing
We're here for audit, questions, and planning.
Let's Build a Stronger Financial Future, Together
Partner with UFMnet and experience the difference of working with a team that cares.
Helping CPA firms, accounting firms, and businesses achieve greater efficiency through expert accounting, payroll, tax, financial reporting, and business analytics outsourcing solutions.
- 125 Business Centre Drive, Suite 100, Irvine, NY 92612, USA
- +91 8882595562
- ufmnet01@gmail.com
Our Services
Accounting & Bookkeeping
Taxation Services
Financial Preparation
Business Analytics
Payroll Processing
Accounts Payable
CFO Support Services
QuickBooks & Xero Support
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