Individual Tax Intake
W-2 income, freelance work, dependents, education, investments and life changes.
Start Individual Tax IntakeACCOUNTING SUPPORT FOR US CPA FIRMS
More capacity for your firm.
More time for your clients.
Bookkeeping, tax preparation, and back-office support for CPA and accounting firms. Tell us where work is piling up, and build a service plan around your needs.
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YOUR WORK. CONNECTED.
What We Do
The right support.
For the work ahead.
Accounting, tax preparation, and business services for firms, businesses, and individuals.
Accounting & Bookkeeping
Full-cycle outsourced accounting and bookkeeping for CPA firms. From daily transaction recording to monthly financial reporting.
- General Ledger Management
- Accounts Payable & Receivable
- Bank & Credit Card Reconciliation
- Monthly Financial Statements
- Management Reporting & Analysis
Individual Tax Filing
Accurate and timely individual tax return preparation including W-2, 1099, Schedule C, and all federal & state returns.
- Form 1040 Preparation
- Multi-State Returns
- Tax Planning & Advisory
- Amendment & Extension Filing
Corporate Tax Filing
Expert corporate, partnership, and S-Corp tax return preparation. We handle 1120, 1120-S, 1065, and all business entity returns.
- C-Corp & S-Corp Returns
- Partnership Returns (1065)
- Multi-State Compliance
- Quarterly Estimated Taxes
FBAR & FATCA Processing
Specialized international reporting services ensuring full compliance with FinCEN and IRS requirements for foreign accounts.
- FinCEN Form 114 (FBAR)
- FATCA Form 8938
- Streamlined Filing Compliance
- Voluntary Disclosure Programs
ITIN Processing
Support with ITIN application requirements for individuals who need a US tax identification number. Discuss eligibility and document requirements with our team.
- New ITIN Applications (W-7)
- ITIN Renewals
- Document Requirements
- Application Guidance
Entity Formation
Complete business entity formation services including LLC, Corporation, Partnership setup with registered agent support.
- LLC & Corporation Formation
- EIN Application
- State Registration
- Registered Agent Services
START YOUR TAX RETURN
A simpler start.
A personalized tax checklist.
Get organized for individual or business tax preparation. Answer guided questions about your year so our team can identify the information and documents to review.
Optional free on-device AI help is available inside each questionnaire. No tax IDs or document uploads here. See how guided tax intake works.
A PRACTICAL EXTENSION OF YOUR TEAM
Support built around your workload
US Tax Deals Inc. provides accounting, bookkeeping, and tax preparation support. Start with the work you need help with, agree on scope and responsibilities, and keep your team focused on client relationships.
Discuss your requirements
Share your service needs, software, deadlines, and expected volume. Please keep sensitive client documents out of inquiry forms.
Agree on scope
Confirm pricing, turnaround expectations, review responsibilities, and document-sharing arrangements before work starts.
Review and deliver
Coordinate work with your team and resolve review questions before completing the agreed deliverables.
Technology
Software We Work With
Support for the accounting and tax platforms your team uses. Discuss your software and workflow with us.
QuickBooks Online
QuickBooks Desktop
Xero
Lacerte Tax
ProConnect Tax
Drake Tax
UltraTax CS
FreshBooks
Sage 50
Bill.com
Gusto Payroll
Dext (Receipt Bank)
Karbon
Canopy
Microsoft Excel
Google Sheets
SmartVault
QuickBooks Time
Industries
Industries We Serve
Specialized accounting and tax expertise across diverse industry verticals.
Healthcare
E-Commerce & Retail
Construction
Restaurants & Hospitality
Technology & SaaS
Real Estate
Legal Services
Transportation & Logistics
Education
Non-Profit Organizations
Manufacturing
Professional Services
BEFORE WE GET STARTED
Questions firms ask
Can we discuss support for a specific workload?
Yes. Use the consultation form to describe your bookkeeping, tax preparation, or back-office requirements. We will discuss the scope before proposing a service arrangement.
How do I request pricing and a turnaround estimate?
Tell us the service, volume, software, and target date. Pricing and timing depend on the scope and completeness of the information provided; confirm them in your proposal.
Where should I send client documents?
Do not send Social Security numbers, bank details, or tax documents through the public inquiry form. Ask your contact to confirm the appropriate document-sharing process before transferring sensitive information.
Do you also work with individuals and businesses?
Yes. Browse our individual services or business services, then request a consultation for your situation.
Get In Touch
Tell us what
you need help with.
Whether you need full-service accounting outsourcing or specialized tax filing support, our team is ready to help. Request a free consultation and a proposal based on your requirements.
- United States (Serving All 50 States)
- +1 (570) 604-8877
- admin@ustaxdeals.com
- Mon - Sat: 9:00 AM - 6:00 PM Eastern Time
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