Outsourced Tax Preparation Services for Businesses and Individuals
At Datastub, We handle tax across business, individual, and international needs — with real depth in proactive planning and multi-state compliance. We find the opportunities, handle the complicated filings, and keep you ready for what’s ahead.
99%
Accuracy Rate
6+
Years in Business
250K+
Billable Hours
28+
Years of Combined Leadership
7+
Industries Served
All 50
States
What Usually Goes Wrong Before Outsourced Taxation Services
Before bringing in an outsourced team, growing companies often outgrow their current tax setups, leading to a few common challenges.
Reactive Tax Planning
Waiting until filing season to take advantage of tax benefits means missing the moves that lower your tax liability. By the time your return is being filed in March, it's already too late.
Outgrowing Your Tax Setup
Expanding into new states or opening new entities creates obligations you didn't plan for. Without someone watching, a missed state filing or sales tax registration turns into a compliance problem.
Surprise Tax Liabilities
Learning what you owe at the filing deadline leaves no room to plan for the cash. This last-minute approach often results in interest or penalties.
Missed International Filings
Foreign accounts, overseas entities, and cross-border revenue each trigger their own IRS reporting requirements. Overlooking these obligations can lead to the heaviest penalties.
How Our Outsourced Tax Services 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, filing history, current structure, and the tax challenges you're dealing with.
Prior-year Tax Review
We review your prior-year returns, entity structure, state registrations, notices, and existing tax positions. You get a clear read on where things stand before we recommend anything.
Scope & Pricing
Before any work starts, you receive a written scope: the services included, what needs attention first, expected timelines, and fixed pricing.
Preparation & Filing
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.
Year-Round Support
Tax strategy extends well beyond tax season. We stay available to answer questions, evaluate major decisions, keep your compliance on track, and flag issues before they become problems.
What's Included in Our Outsourced Tax Preparation Services
At Datastub, we handle outsourced tax preparation end to end. No two tax situations look alike, so we bring specialized expertise across each area — pick the one that fits yours.
Business Tax Preparation Services
Federal and state tax compliance for sole proprietorship, partnerships, S-corporations, and C-corporations. We handle preparation, filing, and year-round support to keep your company compliant.
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
Multi-state sales tax compliance end to end including nexus reviews, state registrations, filings, 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: Preparer → 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?
- You get a dedicated account manager assigned to your engagement — and a 24-business-hour response on every question.
- Tax deadlines tracked on your behalf. If something matters, you can talk to your account manager.
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. We pull prior returns, review filing history, and identify any gaps or outstanding obligations.
- You don't need to worry what your last Tax 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: Multi-State Sales Tax
What We Found: The business reached economic nexus thresholds in 11 states without active sales tax registrations.
What We Did: Registered the business in all 11 states and set up ongoing collection and remittance.
The Result: Fully Compliant · Zero Penalties
Home Care Agency: S-Corp Election
What We Found: The owner was taking W-2 wages as a sole proprietor — a structure that can’t legally pay a salary.
What We Did: Filed an S-corp election (Form 2553) before the March 15 deadline.
The Result: Stayed on Payroll · Fully Compliant
US Corporation: Foreign Ownership Reporting
What We Found: A 27% foreign ownership stake triggered a Form 5472 reporting requirement the client didn’t know existed.
What We Did: Identified the requirement and filed Form 5472 alongside their 1120.
The Result: Foreign Reporting Compliant · $25k Penalty Avoided
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
Parts inventory across 30K+ SKUs, multi-location, repair vs. resale sales tax rules.
This is the industry we started with in 2019. We've handled the messiest cases.
Read More ->Contractors
Job costing, WIP, retainage, schedule-of-values, 1099 vs. W-2 classification.
We track every job to a real margin so you know which work is making money.
Read More ->Real estate
Per-property books, depreciation, 1031 exchanges, operator vs. investor entity structure.
One client. Multiple LLCs. Books that roll up cleanly at year-end.
Read More ->Home Care
Caregiver payroll, multi-state compliance, Medicaid billing reconciliation.
We handle the payroll mechanics and the S-Corp election questions that come with growth.
Read More ->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 about Outsourced Tax Preparation
The things people want to know before they pick up the phone. Still unsure?
Do you only prepare tax returns?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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 Our Outsourced Tax Preparation The Way You Research Now
Get straight answers about how our Outsourced Tax Preparation Services 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.