White-label & overflow tax preparation — for solo and small/medium US CPA / EA firms
Your overflow returns,prepared by a name you know— not a queue you don't.
I'm Harsh — an IRS Enrolled Agent and Chartered Accountant. During busy season I work as your second chair: preparing and reviewing returns inside your software, to your standards, under your brand. Bookkeeping when you need it, tax prep when it counts. You stay client-facing. I stay accountable.
Why this exists · 01
Outsourcing shouldn't mean handing your clients to a black box.
The real objection to offshore prep isn't quality — it's opacity. Who is actually touching the return? Will it be the same person next year? Every choice below is the answer to that question. And most overflow help is just a preparer — I'm the bookkeeper, the preparer, and the reviewer, one credentialed person across the whole file.
The typical outsourcing shop
- Anonymous prep team; preparers rotate every season
- A sales team sits between you and the work
- Volume minimums and lock-in pricing
- Junior staff do the work; a senior name is on the pitch
- Questions go through a coordinator
Working with me
- One named, credentialed preparer — me
- You message me directly; I prepared it, I answer for it
- No minimums; start with two or three returns
- CA + EA on every file, not just the brochure
- Same preparer next season — continuity your clients feel
What I prepare · 02
Tax returns, the books behind them, and the workpapers in between.
Return preparation is the core of what I do — but it starts from clean books. I take engagements from raw bank statements all the way to a filed return, or step in at whatever point you need.
Individual returns
W-2 and multi-income filers, Schedule C sole proprietors, rentals, K-1 pass-through income, itemized deductions, residential energy credits.
Corporation returns
Books-to-return from QuickBooks or trial balance, officer compensation review, shareholder basis schedules, K-1 packages. C-corp returns with Schedule M-1/M-3 reconciliation and dividend treatment.
Partnership returns
Partner allocations, capital accounts, guaranteed payments — with judgment issues like §183 hobby-loss exposure flagged for your review, never decided for you.
Bookkeeping & books-to-tax
Ongoing or catch-up bookkeeping in QuickBooks, bank-statement-to-Excel transaction registers, category pivots, reconciliations, and Schedule C / 1120 mapped financials — from raw books to a return-ready trial balance. The work that eats senior hours, done so the return starts clean.
The practitioner's desk · 03
Tools you can actually use.
Free, no email wall, built by a preparer who uses these numbers every day. If they save you ten minutes with a client, they've done their job.
Overflow capacity
Start small — most firms pilot with 2 or 3, any return type
Blended across 1040s and business returns; set your own
Your prep-hour estimate drives everything here. Planning estimate only — not tax advice. Verify against current IRS figures before relying on it.
How white-labeling works · 04
Your firm's name on everything. My preparation behind it.
The entire engagement is built around one principle: your client never knows overflow work exists.
You send the file
You · 10 minOrganizer, source documents, prior-year return — through your portal or secure share. For books-to-tax work, QuickBooks access or bank statements.
I prepare in your software
Me · 24–72hSecure remote access to your environment — client data never leaves your systems. Every number tied to a workpaper; judgment items go to the open-items list, not into a guess.
You get a review-ready package
Me → YouDraft return, organized workpapers, diagnostics cleared, open items flagged with my recommendation and the authority behind it. Handing me a junior's return instead? I review it the same way — checking the numbers, the positions, and the workpapers before it reaches your desk.
You review, adjust, sign, file
You · your tickFinal review, the client conversation, signature and e-file stay with you — the firm of record throughout. Questions during review come to me directly, same day. There is no coordinator.
Credentials · 05
Two credentials. One accountable preparer.
The highest credential the IRS awards — earned by examination on US individual and business taxation, with unlimited practice rights and Circular 230 obligations. Federal, so it travels across all 50 states.
India's CPA-equivalent, earned through ICAI. It's where the discipline comes from — the same trained eye that keeps the books clean, ties out every schedule, and reviews a return the way an auditor would: every figure traceable, an audit trail behind every judgment.
Trusted with the work, not just the pitch.
Full-year books and business returns across multiple US LLC and Inc. engagements this season — forensic bank-statement reconstruction, QuickBooks-to-Schedule-C cleanup, and multi-form business filings. I also worked with Filed, a leading AI tax-prep firm, stress-testing their platform — running trial returns, flagging where the AI-generated output broke down on more complex cases, and sharing structured feedback on accuracy and real-world usability. I know where the automation helps and where a credentialed preparer still has to catch it.
EA enrollment number available on request.
Insights · 06
How I think about tax work — in public.
Twice a week on LinkedIn for US practitioners: primary-source reads of IRS guidance and the judgment calls behind common forms.
Trump Accounts & the gift-tax safe harbor: what Rev. Proc. 2026-25 actually says
Reading the revenue procedure itself — not the coverage of it — on §530A contributions and where the safe harbor's edges are.
Read on LinkedIn ↗BUSINESS RETURNSThe §183 hobby-loss question your 1065 client doesn't want you to ask
When a partnership's losses stop being a business problem and start being a facts-and-circumstances test — and how to document the answer.
Read on LinkedIn ↗WORKFLOWFrom QuickBooks P&L to Schedule C: the mapping mistakes that survive review
The category-mapping errors I see most in handed-over books, and the tie-out habit that catches them before your reviewer does.
Read on LinkedIn ↗Start the pilot · 07
Send two or three returns. See the work. Then decide.
No minimums, no lock-in. The best way to evaluate a preparer has always been to review their preparation.
Prefer to just talk?
Twenty minutes is usually enough to know whether your workflow and mine fit. No pitch deck — bring a sample return type and I'll tell you exactly how I'd handle it.
Overlap held for US ET & CT mornings.
Files sent at 5pm ET are in your inbox next morning.