Tax Preparation Overview
Service Overview
The Book Office provides outsourced, white-label tax preparation for accounting firms that need extra capacity during peak season — through TBO Partner. We prepare individual returns in your firm’s preferred tax software, managing document organization, data entry, adjustments, and draft preparation so your team can focus on client relationships and final review.
Service Scope
Scope of Service
- Scope We prepare individual returns in your firm’s preferred tax software, including document organization, data entry, adjustments, and draft return preparation.
- Responsibility All returns are prepared under your brand, with your firm conducting the final review, signature, and client delivery.
- Turnaround Drafts are typically delivered within seven to ten business days of receiving complete documentation, with expedited options available during peak demand.
- Quality Control Each return is reviewed against standardized checklists before it reaches your firm, and all files are securely maintained in Revver for traceability.
Service Value
Reduce Strain
Tax season places enormous strain on accounting firms, and missing deadlines is not an option. With TBO Partner’s white-label tax preparation, your firm gains a reliable engine to increase throughput, reduce bottlenecks, and keep clients satisfied.
Service Standards
Standards that safeguard your firm.
Every deliverable follows strict confidentiality, timeliness, and quality control standards.
Tax Prep FAQ
Common tax prep questions.
What firm partners ask us before sending returns our way.
We receive documentation securely through Revver, prepare the return in your firm’s preferred tax software, and deliver a reviewed draft back to your team. Your firm holds final review, signature, and client delivery — your client never sees us.
Individual returns — federal and state. Drafts are delivered on the schedule agreed with your firm, and every return is reviewed before it reaches you — your firm holds final review and signature.
The team works across the major platforms — Thomson Reuters UltraTax, Intuit ProSeries, and Intuit ProConnect — and is open to your firm’s preferred software. No migration, no new platform to learn.
Our team stays current on tax law changes and applies compliance checks to every return, minimizing the risk of errors or penalties.
Yes. Our scalable team is designed to support firms during peak tax season, ensuring returns are filed on time without sacrificing quality.
We provide encrypted portals and secure upload options to ensure your sensitive tax documents remain confidential.
The Book Office provides white-label tax preparation capacity through TBO Partner — data entry, document organization, and draft preparation behind your brand, so your firm can serve more clients accurately during filing season.
The Book Office provides white-label tax preparation for accounting firms that need extra capacity — through TBO Partner. Our team handles document organization, data entry, and draft preparation in your firm’s preferred tax software, so your people stay focused on review and client relationships. With a structured process, delivery dates agreed up front, and a review on every return before it reaches your firm, each draft arrives secure, timely, and consistent with your firm’s standards.