Standard 1040 individual returns, small business schedules, and basic 1065/1120S business returns
following your firm’s checklists.
Scale prep capacity for individual and small business returns without sacrificing quality.
Revaya sources and vets the right fit (<2% acceptance). You select the hire; we handle HR, payroll, compliance, and proactive check‑ins.
Average U.S. Tax Accountant
Revaya Full-Time Tax Accountant
*Includes HR/payroll, QA, backup coverage, security.
Return Preparation: prepares standard 1040s, small business schedules, and basic 1065/1120S returns per firm checklists.
Workpapers & Tie-Outs: builds bank/credit card tie-outs, reconciles 1099/W-2s, maintains depreciation schedules, and documents book-to-tax adjustments.
E-file & Extensions: assembles e-file packages, tracks acknowledgments, and prepares extensions per policy.
Client Support: organizes PBC requests, follows up on missing items, and maintains portal hygiene with clear naming conventions.
Quality & Documentation: applies standardized templates, macros, and notes to reduce review corrections and keep files audit-ready.
Team Collaboration: coordinates with seniors/managers on edge cases and state returns; escalates as needed.
Your tax prep workflows stay intact—our accountants plug directly into your software, portals, and collaboration tools.
Tax Software: ProSeries, Lacerte, Drake, UltraTax
Accounting Exports: QuickBooks, Xero
File Management: SmartVault, ShareFile
Spreadsheets & Schedules: Excel, Google Sheets
Collaboration & Workflow: Slack, Zoom, Asana, ClickUp
Your tax prep workflows stay the same—our accountants work directly inside your existing systems.
Reliable prep cadence — steady throughput during peak season, helping your firm handle high volumes without last-minute pressure.
Fewer review notes — well-organized schedules and tie-outs that minimize corrections and shorten review cycles.
On-time filings — clean assemblies and accurate tracking that keep extensions and e-file submissions on schedule.
Better documentation — consistent portal hygiene and PBC lists that make files audit-ready and easier to manage.
Identify the Scope
Specify volumes for 1040s, 1065, and 1120S, expected turnaround times, and state return needs.Choose Your Stack
Confirm your tax suite and secure portal for prep and filing.Source the Right Fit
Revaya will present preparers experienced in your return mix, workpaper standards, and e-file processes.Scenario-Based Interviews
Discuss cases like 1099 mismatches, last-minute extensions, and amended returns to assess accuracy and communication.Set Clear Expectations
Define prep cadence, review cycles, and client update frequency to improve throughput.
FAQ
What types of returns will a Revaya U.S. Tax Accountant prepare?
Standard 1040 individual returns, small business schedules, and basic 1065/1120S business returns
following your firm’s checklists.
How do you ensure accurate workpapers and tie‑outs?
They produce reconciled bank/credit card tie‑outs, depreciation schedules, and clear notes that reduce review feedback and speed up sign‑off.
Will they manage e‑filing and extensions?
Yes—assembling e‑file packages, tracking acknowledgments, and preparing extensions under your policies.
How do they interact with clients?
They maintain organized PBC lists, send professional follow‑ups, and keep the portal tidy so clients know exactly what’s needed and when.
Do they work U.S. hours and use our software?
Yes—aligned schedules and proficiency with your tax suite, SmartVault/ShareFile, and QuickBooks/Xero exports.
How quickly can we review candidates?
Typically 2–3 pre‑vetted profiles within 5–7 business days after intake.
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