What this site does
This site explains how outsourced back-office and tax-season support is usually organized for accounting firms, and what to settle before you start. When you send a request through the form, we pass it to a service partner that provides this support. That partner contacts you, agrees a scope and quotes you directly.
Which accounting firms it suits
- Small and mid-sized CPA and EA firms that run out of capacity between February and April
- Firms whose preparers spend too much of the season on reconciliations, indexing and keying
- Firms that want help with extended returns or monthly bookkeeping outside the season
- Firms with a documented review process that want support to slot in at the preparation stage
The work most firms start with is bookkeeping cleanup, document intake and data entry, and workpaper preparation.
How an outsourced support engagement usually works
- You send a short request about your return mix, volume and software.
- The partner replies to arrange a call about your process and review standards.
- You receive a written scope covering tasks, volumes, access method, security terms, the review handoff, and how the arrangement can change or end.
- Your firm settles consent and engagement-letter questions with its own advisers.
- A pilot batch runs end to end before volume increases.
How we think about this work
Support exists to make your reviewers faster. Work stays inside your systems, and judgement items always go back to your preparers. Your firm remains the preparer of record, signs every return and keeps the client relationship.
Questions worth asking any provider
- Which tasks do you take on, and which do you always return to the firm's preparers?
- Will the work happen only inside our systems, and how is access granted and removed?
- Who works on our files, and does the same team stay through the season?
- How are volume spikes in March and April handled, and what happens if a batch runs late?
- Can we run a pilot batch before committing to season volume?
For the consent and data-security side, read security and compliance for outsourced tax work.
What this site is not
We are not a CPA firm. We don't give tax, legal or accounting advice, sign returns, or represent taxpayers before the IRS. The pages here describe common practice and point to official sources; your firm decides what its obligations require.
Questions about Ozone Tax
Is Ozone Tax a CPA firm?
No. Ozone Tax passes requests to a service partner that provides back-office support to accounting firms. Neither the site nor the partner signs returns or gives tax advice to your clients.
Who quotes and does the work?
The service partner. It contacts you after you send a request, agrees a scope with your firm and quotes you directly.
Does sending a request commit our firm to anything?
No. Nothing is agreed until you accept a written scope, and you can adjust or decline it.