Outsourced Tax Preparation Services for Businesses and Individuals
Tax is a year-round job — not just a year-end one.
Datastub provides outsourced tax preparation services across business, individual, and international taxes — plus tax planning, state and local taxes, and multi-state sales tax. Whether you need annual compliance, ongoing support, or proactive planning throughout the year, we help businesses and individuals stay compliant and stay ahead of issues before they start.
What Usually Goes Wrong
Most clients don't come to us for a tax return alone. They come because something has already gotten more complicated than expected.
Tax Planning Starts After The Year Ends
You had a strong year. December wraps up, and in March your CPA asks for documents and files the return. You and your CPA agree you should have started planning sooner to take advantage of tax benefits that would have lowered your liability — but by then it's already too late.
Growth Creates Obligations Nobody Flagged
Your business expands into a new state. You open a second entity. New revenue streams show up. The business grows faster than the tax setup behind it — and eventually someone finds a state filing requirement, a sales tax registration, or an obligation that slipped through along the way.
The Bill Is A Surprise Every Year
The tax return gets filed, and only then do you learn what you owe — with no time to set the money aside and no chance to change it. That can mean interest and penalties on top of the tax itself.
Cross-Border Filings Get Overlooked
Business offices in multiple countries. A foreign bank account. A stake in an overseas company. Income earned abroad. Each one can carry its own IRS filing — and these are the ones general preparers miss most, and the ones with the heaviest penalties.
How Our Outsourced Tax Service Works
Whether you need tax compliance, planning, or ongoing support, every engagement begins with understanding what's already in place.
Discovery Call
A conversation with Nimesh or a senior tax professional. We discuss your business, tax filing history, current tax structure, existing tax challenges, and what you're trying to achieve.
Tax Review
We review your prior-year returns, entity structure, state registrations, notices, filing history, accounting records, and any existing tax positions. The goal: understand where things stand before making recommendations.
Scope & Pricing
Once the tax review is done — and before we begin working on your taxes — you receive a written scope: the services included, what needs attention first, expected timelines, and fixed pricing.
Execution & Review
Depending on the engagement, this may include return preparation, sales tax compliance, international reporting, tax planning strategies, or ongoing advisory support. Every deliverable passes through accountant, senior, lead, and manager review before submission.
What's Included in Our Outsourced Tax Preparation Services
Datastub's outsourced tax preparation services cover it all. Tax isn't just one service — different situations call for different expertise, so choose the area that fits what you're dealing with.
Business Tax Preparation Services
Federal, state, partnership, S-corporation, and corporate tax compliance for growing businesses — planning, preparation, review, filing, and year-round support designed to keep you compliant and prepared.
Individual Tax Preparation Services
From straightforward W-2 returns to complex filings for business owners, investors, and executives — accurate preparation and advisory for individuals at every level.
International Tax Preparation Services
Cross-border compliance, foreign reporting requirements, international filings, and tax support for businesses and individuals with international exposure.
Sales Tax Outsourcing Services
Registrations, multi-state compliance, nexus reviews, filings, notice resolution, and audit support for businesses operating across multiple jurisdictions.
Outsourced Tax Planning Services
Proactive planning to reduce tax exposure, evaluate business decisions, review entity structures, and find opportunities to lower your tax liability before year-end.
Why Businesses Choose Datastub for Outsourced Tax Services
Outsourcing your tax work raises real questions. Here's where we stand on the six that matter most.
Quality Control
Will I be able to control quality across an outsourced tax team?
- Every return, filing, and submission passes through a four-tier review: accountant → senior → lead → manager.
- One assigned account manager who owns your engagement end to end.
Data Security
Will my financial and tax data be safe?
- US-hosted Microsoft security stack, encrypted at every level.
- Role-based, office-only access — and covered by E&O and cyber insurance.
Point of Contact
Who's my point of contact?
- One named account manager, start to finish — with a 24-business-hour response on every question.
- Tax deadlines tracked on your behalf. If something matters, you can talk to Nimesh directly.
Industry Knowledge
Have you worked with my industry?
- Deep expertise across 7 industries: Contractors, Wireless Repair, eCommerce, Home Care, Real Estate, Retail, and Franchisee.
- We serve others too — and we'll be upfront if yours is new to us.
Transition
How will the transition work?
- Tax review begins within 5 days of signing. We pull prior returns, review filing history, and identify any gaps or outstanding obligations.
- You don't need to worry what your last preparer did — that's our job to figure out.
Flexibility
What if it doesn't work out?
- 60 days' notice — no long-term contracts.
- A clean handover with all returns, filings, and supporting documentation, ready for your next firm.
Real Results From Our Outsourced Tax Engagements
Three Real Tax Engagements — What We Found, What We Did, and What It Meant for The Client.
eCommerce Retailer
What We Found: Crossed economic nexus in 11 states without registering or collecting sales tax.
What We Did: Registered the business in all 11 states and set up ongoing collection and remittance.
The Result: Fully compliant, with zero penalties.
Home Care Agency
What We Found: On W-2 payroll as a sole proprietor — a salary that structure can’t legally pay.
What We Did: Filed an S-corp election (Form 2553) before the March 15 deadline.
The Result: Stayed on payroll, fully compliant.
US Corporation
What We Found: A 27% foreign owner triggered a Form 5472 filing requirement they didn’t know existed.
What We Did: Identified the requirement and filed Form 5472 alongside their 1120.
The Result: Compliant on foreign-ownership reporting.
Industries we know deeply
We work with businesses in every industry. These are some we know inside out.
eCommerce
Multi-channel sales, inventory by SKU, marketplace fees, returns, multi-state sales tax.
We reconcile Shopify, Amazon, eBay, and Etsy into clean books and handle the nexus filings.
Read More ->Wireless Repair
Contractors & Construction
Real Estate
Adult Home Care
Retail
Franchisee
We Also Serve Industries
Don't see yours here? We've handled plenty that aren't on this list.
Get in TouchQuestions Owners ask First
The things people want to know before they pick up the phone. Still unsure?
Do you only prepare tax returns? +
Preparing and filing returns is one piece of it. We also handle tax planning, sales tax and multi-state compliance, international filings, notice resolution, and year-round advisory. Most clients come to us for a return and stay for everything around it.
Do you work with individuals, or only businesses? +
Both. We prepare individual returns — from a straightforward W-2 filing to complex returns for business owners, investors, and executives — right alongside our business, sales tax, and international work. Whether you file as an individual, a business, or both, one team handles it.
What’s the difference between tax preparation and tax planning? +
Preparation reports what already happened — it’s the return that captures a year you can no longer change. Planning happens earlier, while the decisions are still in front of you: how you’re structured, when you buy, how you pay yourself. Preparation gets the number right. Planning is how you shape that number before it’s set.
Can you help with tax notices? +
Yes. Send us the notice and we’ll find what triggered it — a missed filing, a mismatch in the records, a registration you didn’t know you needed — then prepare the response and resolve it. Most notices are fixable; the real work is pinning down the cause and closing it out cleanly.
Do you handle multi-state and international filings? +
Yes. On the income tax side, we prepare multi-state returns for businesses and owners with activity in more than one state. On the international side, we handle foreign accounts, foreign-owned entities, and cross-border reporting like FBAR and Forms 5471 and 5472.
How do you keep my financial and tax data secure? +
Your data stays on a US-hosted Microsoft security stack, encrypted at every level. Access is role-based and office-only, and we carry both E&O and cyber insurance. Nothing about the way we work puts your financial information at extra risk.
Who reviews my return — is quality lower because it’s outsourced? +
No. Every return, filing, and submission passes through a four-tier review — Preparer, senior, lead, and manager — before anything is submitted. You get a US CPA-led firm with a dedicated account manager who owns your engagement, not a hand-off to an anonymous preparer.
How does pricing work? +
After the tax review, you get a written scope with fixed pricing before any work starts — so you know exactly what you’re paying and what it covers. No hourly surprises, no open-ended engagements.
Research Us The Way You Research Now
Get straight answers about how we work — without browsing the whole website.
What's included in Datastub's tax services?
Do I need tax planning, or just filing?
Can Datastub handle multi-state sales tax?
Can Datastub handle taxes for my industry?
Logos open the respective AI tool in a new tab with the question prefilled. Answers come from the AI tool, not Datastub.
Let's Get Your Tax Work Right — And Keep It That Way
Book a free consultation. We'll look at your current tax situation, identify what needs attention, and tell you honestly whether Datastub is the right fit. No obligation.