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.
Effortless Accounting That Scales With You
Our accounting services are designed to support CPA firms, RIAs, and SMBs with accurate, timely, and confidential financial management. We become an extension of your team—handling the books, reconciliations, and reports—so your clients experience consistency, and your firm runs smoother.
Scalable Accounting Support for Every Business Type
We tailor our accounting solutions to meet the unique needs of each business segment we serve. Through our TAAS model, we deliver seamless, behind-the-scenes support that strengthens your operations and client relationships. Whether you’re a growing firm or an established organization, we scale with you.
For SMBs
For Nonprofits & NGOs
For CPA Firms
For RIA Firms
We help Small and Medium Business’s (SMBs) simplify tax season by ensuring their books are accurate, deductions are maximized, and filings are compliant—so business owners can focus on growth, not forms.
- Business tax return preparation (Schedule C, 1120, 1120S)
- Quarterly estimated tax calculations
- Year-end planning and deduction optimization
Why It Matters: Accurate financials help SMBs make confident decisions, stay compliant, and avoid costly surprises at tax time. Our support ensures peace of mind year-round.
We assist nonprofits in staying compliant with IRS rules while meeting the reporting requirements of donors and grant providers—with accurate, timely tax filings.
- Form 990 preparation and filing
- Support for state-level charitable filings
- Guidance on unrelated business income (UBI) reporting
Why It Matters: Proper filings build trust with donors, grantors, and regulators. We help nonprofits stay transparent, organized, and ready for audits or funding renewals.
Our white-labeled tax prep services help CPA firms scale their workload during peak seasons while maintaining consistency, speed, and accuracy under their own brand.
- Tax preparation for individuals, partnerships, and corporations
- Workpaper creation and e-filing support
- Extension filing and compliance tracking
Why It Matters: Firms can increase capacity without sacrificing quality or timelines. Our back-office tax support enables you to serve more clients efficiently and confidently.
We support RIAs and their clients with compliant, accurate, and strategically prepared tax filings—designed to support wealth management and planning goals.
- Tax prep for high-net-worth individuals and trusts
- Coordination of K-1s, investment income, and reporting requirements
- Collaboration with RIAs to align tax strategies with client goals
Why It Matters: Integrated tax support enhances client satisfaction and trust. Our team ensures filings are timely, accurate, and aligned with wealth-building strategies.
Our Services - Reliable. Scalable. White-Labeled.
We provide end-to-end accounting support through our TAAS model—designed to operate seamlessly behind your brand. From bookkeeping and payroll to financial reporting and AR/AP management, our services are built to relieve your back-office burden, enhance client delivery, and scale with your business needs.
Services
We provide end-to-end management of your invoicing and payment cycles—seamlessly handled under your brand—so you can focus on delivering value to your clients without worrying about the back office.
- Invoicing & Billing – We create and send accurate, timely invoices aligned with your billing structure to ensure prompt payments and a consistent client experience.
- Accounts Receivable (AR) – We manage your receivables, follow up on unpaid invoices, and keep you informed with real-time aging reports for better cash flow.
- Accounts Payable (AP) – We verify bills, track due dates, and process vendor payments on time to help maintain strong supplier relationships and financial control.
Result?
You gain control, consistency, and peace of mind—knowing that all receivables and payables are managed accurately, efficiently, and in alignment with your brand standards.
Accurate bookkeeping is the foundation of sound financial management. Our team ensures your books are always up to date, organized, and ready to support smarter business decisions—without the need for your daily involvement.
- Day-to-Day Transaction Recording – We record all business activity accurately so you always have clean and current books to support your decisions.
- Bank & Credit Card Reconciliations – We match transactions with your bank and credit card accounts to detect discrepancies early and ensure data integrity.
- Chart of Accounts Setup & Maintenance- We customize and maintain your chart of accounts to reflect your business structure and provide meaningful insights.
- Monthly Close & Financial Accuracy – We close your books on a regular cadence to deliver timely, accurate financial reports that reflect your business health.
Why It Matters
Well-maintained books are more than just compliance—they’re a tool for growth. Whether you’re preparing for tax season, seeking funding, or simply running your business, you’ll have confidence in your numbers every step of the way.
Payroll isn’t just about paying employees—it’s about doing it accurately, on time, and in full compliance with ever-changing regulations. We manage your entire payroll process so you can focus on growing your business, not chasing deadlines or fixing errors.
- Payroll Processing & Pay Runs – We process regular payroll with precision—calculating wages, deductions, and bonuses so your team is paid on time and without errors.
- Tax Withholdings & Filings – We manage payroll tax calculations, filings, and payments across federal, state, and local jurisdictions so you stay fully compliant.
- Direct Deposit & Pay Stubs – We enable secure direct deposits and generate pay stubs, making payroll easy and transparent for your employees.
- Contractor Payments & 1099 Reporting – We handle contractor pay and 1099 filings, ensuring all independent workers are paid properly and reported accurately.
Why It Matters
Payroll mistakes can cost time, money, and trust. With our reliable payroll services, you ensure your team is paid correctly and on time—while staying fully compliant. It’s one less thing on your plate, and one more reason your business runs smoothly.
Why Firms Choose TAAS
TAAS is your fully white-labeled, scalable back-office platform – designed to help you grow without expanding your internal infrastructure.
Looking to Strengthen Your Accounting Operations?
Discover how our white-labeled accounting services can help your firm scale with confidence and efficiency—without increasing internal workload.
Let’s form a scalable, safe, and strategic partnership.
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