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White-Label Support for CPA & EA Firms
Extra capacity for your firm, under your name.
PRC works as an outsourced extension of your team. We prepare returns and bookkeeping in your systems, to your review standards, and your firm keeps the client relationship.
What we take on
Work your reviewers can sign off on.
Tax return preparation
1040, 1120-S, 1065, 1120, 1041 and 990 returns prepared in your software, with tickmarked workpapers and an open-items list.
Bookkeeping & cleanup
Monthly bookkeeping and year-end cleanup for your clients so trial balances arrive tax-ready.
Review-ready workpapers
Reconciliations, fixed asset rollforwards, basis schedules and loan schedules organized for review.
Busy-season overflow
Additional preparers during February through April and the September and October extension rush.
Financial reporting
Monthly and quarterly statements prepared for your clients under your firm's branding.
Payroll & 1099 support
Payroll reconciliations and January information-return filing for your client base.
How partnerships work
We fit into your process, not the other way round.
- Your firm keeps every client relationship; we communicate through your team unless you ask otherwise
- We work in your tax and practice software, including ProConnect, Drake, OLTPro, QuickBooks and Canopy
- Confidentiality and non-solicitation agreements signed before any client data is shared
- Each file delivered with reconciled source balances, preparer notes and a numbered list of open questions
- Turnaround times agreed per engagement and tracked in your workflow system
- Review notes cleared promptly and changes documented in the file
Getting started
From introduction to first delivered file.
Introduction call
We learn your client mix, software, review process and capacity gaps.
Agreements & access
NDA and service terms signed; we receive access to the systems you choose.
Pilot files
We prepare a small batch so your reviewers can check our work against your standards.
Scale up
Volume grows on an agreed schedule, with one point of contact on our side.
Free 30-minute consultation