IRS-Registered Professionals Federal & State Tax FBAR / FATCA Processing ITIN Services Accounting & Bookkeeping Entity Formation Corporate Tax Returns Free Consultation Available Tax Representation Advanced Tax Planning IRS-Registered Professionals Federal & State Tax FBAR / FATCA Processing ITIN Services Accounting & Bookkeeping Entity Formation Corporate Tax Returns Free Consultation Available Tax Representation Advanced Tax Planning
IRS-Registered U.S. Entity

End-to-End Accounting & Bookkeeping Outsourcing for CPA Firms & Growing Businesses

US Tax Deals Inc. delivers CPA-ready financials, clean books, and enterprise-grade back-office support — so your firm can scale without adding headcount. Trusted by 40+ active clients across the United States.

IRS Registered
U.S. Entity
50+
Finance Professionals
40+
Active Clients
5 States
Clients Served
Why Choose Us

Built on Six Standards of Excellence

Our mission is to deliver high-quality, timely services with complete transparency — building long-term client relationships grounded in measurable outcomes.

Accuracy-First Quality

Every output is reviewed to CPA-ready standards. We maintain strict checklists and multi-level review protocols so your financials are always clean, reconciled, and audit-ready.

Process-Driven Approach

We operate on documented SOPs and structured workflows for every engagement. No ad-hoc work — just repeatable, scalable processes that deliver consistent results every period.

On-Time Every Time

We commit to agreed deadlines and proactively flag issues before they become problems. Your close schedule runs on time — period after period, year after year.

Complete Transparency

Frequent status updates, clear communication, and no surprises. You always know where your books stand — with full visibility into work progress at every stage.

Consistent Delivery

Reliable, repeatable outcomes — regardless of volume or complexity. Our team delivers the same high standard on month 1 and month 24, with no drop-off in quality over time.

Smooth Learning Curve

Our structured onboarding process minimizes disruption. We learn your chart of accounts, tools, and workflows quickly — so your team feels the value from week one, not month three.

Our Services

End-to-End Accounting & Bookkeeping Services

From transaction-level bookkeeping to management reporting, we handle your entire back office — so you can focus on clients and growth.

Accounts Payable

  • Purchase order processing & matching
  • A/P invoice entry & approval workflows
  • Travel & expense report processing
  • Credit card reconciliation
  • Vendor account reconciliation

Accounts Receivable

  • Sales order processing & billing
  • Customer invoicing & statement dispatch
  • AR collections management
  • Dunning letters & follow-ups
  • Customer account reconciliation

General Accounting & Payroll

  • Chart of accounts setup & maintenance
  • General journal entries & accruals
  • Bank & credit card reconciliation
  • Payroll posting & reconciliation
  • Fixed asset register management

Taxes & Compliance

  • Sales tax filing & compliance
  • W-9 collection & vendor tracking
  • 1099 & 1096 preparation & filing
  • IRS-compliant documentation
  • Year-end compliance support

Closing & Reporting

  • Month-end & year-end close management
  • Multi-entity consolidation
  • Financial statement preparation
  • Audit support & documentation
  • CPA-ready workpaper packages

FP&A & Management Reporting

  • MIS reporting & dashboards
  • Annual budgeting & forecasting
  • KPI analysis & variance reports
  • Cash flow management & projections
  • Custom management reporting packs
Enterprise-Grade Security

Your Data Is Protected at Every Layer

We treat client financial data with the same rigor as a regulated financial institution — with multi-layer security protocols across people, processes, IT, and infrastructure.

Process & Policy Controls

  • Managed access controls with least-privilege principles
  • Strict data retention & disposal policies
  • Regular quality audits & compliance checks
  • 100% paperless, encrypted workflows

IT & Network Security

  • Written Information Security Policy (WISP) in place
  • Two-factor authentication on all systems
  • Secured, hardened workstations
  • Restricted removable drives & media policies

People & Physical Security

  • Dedicated infrastructure — no shared environments
  • Thorough background checks on all staff
  • Mandatory NDA sign-off before onboarding
  • Restricted physical access to client data areas

IT Infrastructure & Uptime

  • Latest-config desktops with current security patches
  • Multiple leased lines for 100% connectivity uptime
  • Redundant backups with offsite storage
  • Continuous monitoring & incident response protocols
Industries We Serve

Trusted Across Multiple Sectors

We bring deep industry familiarity to every engagement — understanding the unique accounting workflows and compliance requirements of each sector.

CPAs & Accounting Firms

12+ firms across 5 states trust us for back-office support — bookkeeping, close management, and CPA-ready workpapers.

Restaurants & Hospitality

5+ restaurant and hotel clients in Pennsylvania rely on us for AP/AR management, payroll posting, and period-end reporting.

Homecare & Daycare

3 homecare and daycare providers in PA & CA use our services for clean books, payroll reconciliation, and state compliance support.

Real Estate

2 real estate firms in PA & CA benefit from our property-level bookkeeping, entity consolidation, and investor reporting.

Non-Profit Organizations

Non-profits in PA rely on our fund accounting, grant tracking, and audit-ready financial reporting expertise.

Growing SMBs

Scaling businesses across service, retail, and tech sectors partner with us to build finance functions that grow with them.

Our Process

How We Onboard & Deliver

A structured, transparent engagement model that gets you up and running fast — with no disruption to your existing workflow.

01
01

Discovery Call

We start with a free consultation to understand your business, current pain points, and specific accounting needs — no obligation.

02
02

Scope & Proposal

We define a tailored scope of work aligned to your requirements, with clear deliverables, timelines, and service levels.

03
03

Secure Onboarding

Your dedicated team is assigned. We sign NDAs, set up secure access, and align on your chart of accounts, tools, and processes.

04
04

Parallel Run

We run parallel with your current process for the first period — so you can validate quality before fully transitioning.

05
05

Go Live & Deliver

Once validated, we take over fully. Your team works to agreed SLAs, with proactive communication at every milestone.

06
06

Review & Optimize

Monthly check-ins and quarterly reviews ensure continuous improvement, process refinement, and alignment with your evolving needs.

Flexible Engagement

No Lock-In. No Surprises.

We operate on a simple month-to-month model because we believe in earning your business every month — not locking you into long-term contracts.

Month-to-Month
No annual contracts. Stay because you love the work.
30-Day Notice
Simple exit policy. We keep it transparent from day one.
Dedicated Staff
Your assigned team works exclusively on your account.
US Bank Payments
Pay in USD from any US bank account. Simple & secure.

Ready to Elevate Your Accounting Operations?

Join 40+ businesses and CPA firms that trust US Tax Deals Inc. for accurate, timely, and secure back-office accounting support.

IRS-Registered U.S. Entity • 50+ Finance Professionals • No Lock-In Contracts