TAAS is your trusted back-office partner, offering white-label tax, accounting, and audit support for U.S. CPA and wealth management firms so you can grow without the overhead.
TAAS – Tax, Accounting, and Audit as a Service
Your Ideal Partner in Back-Office Scaling
TAAS is your trusted back-office partner, providing white label accounting services for U.S.-based CPA and wealth management firms.
We’re one of the top-rated outsourced accounting firms, delivering tax, accounting, and audit support under your brand, so you can grow without adding overhead.
TAAS helps you deliver faster turnaround times, reduce errors, and free up in-house resources for higher-value advisory work.
Who We Serve
CPA Firms
CPA Firms
Perfect for organizations looking for outsourced accounting services for CPA firms, tax compliance, and audit preparation without adding to your headcount.
Wealth Management Firms
Wealth Management Firms
Provide your clients with a unified customer experience by lodging tax and accounting services under your brand.
Multi-Service Financial Firms
Multi-Service Financial Firms
Whether you are building your compliance team or scaling your advisory arm, TAAS offers you that operational spine.
What We Offer
Tax Services
Reliable, year-round tax support tailored to your firm’s workflow.
- Preparation of Individual, Corporate, Partnership & Trust Returns
- Foreign Compliance, including Forms 5471, 8938, and FBAR
- IRS representation: Notices, Amendments, and Quarterly Estimates
- Extension filings and year-end planning
Accounting & Bookkeeping
Accurate, consistent reporting to keep your clients audit-ready.
- Bank & Credit Card Reconciliations
- Accounts receivable and payable management
- Monthly, quarterly, and annual financial statements
- Payroll journal entries and 941 review support
Audit Support
Seamless pre-audit preparation and back-end assistance.
- Pre-audit Financials and Trial Balance Generation
- PBC list compilation and documentation gathering
- Liaison support with auditors (if required)
How It Works
Know More
Looking to Start / Expand Tax, Accounting, or Audit Services?
Watch This First.
This quick explainer video introduces our TAAS (Tax, Accounting, and Audit as a
Service) model, designed to help you seamlessly offer tax filing, bookkeeping, audit
prep, payroll processing, and advisory services – all through a robust, white-labeled
back-office platform. Whether you are a Registered Investment Advisor (RIA) considering
tax services for your clients, or a CPA firm, this video is for you.
Service) model, designed to help you seamlessly offer tax filing, bookkeeping, audit
prep, payroll processing, and advisory services – all through a robust, white-labeled
back-office platform. Whether you are a Registered Investment Advisor (RIA) considering
tax services for your clients, or a CPA firm, this video is for you.
Note: While the video is tailored for RIAs, the model is equally relevant for CPA firms,
accounting professionals, and any business that wants to expand its capabilities without
building out an in-house team.
With TAAS, you stay client-facing while we handle the heavy lifting in the background. Our team becomes your team ensuring accuracy, compliance, and faster turnaround times so you can scale your firm’s services without added overhead. It’s the smarter way to grow, retain clients, and stay ahead in a competitive market.
Click to watch how our TAAS solution can power your growth — so you stay focused on
client relationships while we manage the operations.
Flexible Pricing Model
Our pricing is designed to adapt to your firm’s size, service mix, and growth stage. TAAS offers scalable options that work with your business:
Return-Based Pricing
Flat fees based on form type and complexity for predictable, per-client tax return costs.
Monthly Accounting Packages
Customized rates based on transaction volume, reporting needs, and service level.
Subscription Plans
Bundled white-label accounting services for year-round support at a discounted rate.
Why Firms Choose TAAS
TAAS is your fully white-labeled, scalable back-office platform — designed to help you grow without expanding your internal infrastructure.
Partner With TAAS
Unlock the power of white-labeled tax, accounting, and audit support designed to help your firm scale without stretching internal capacity. From day-to-day execution to strategic compliance, TAAS works behind the scenes so your brand stays front and center.
Let’s form a scalable, safe, and strategic partnership.
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