A Scalable Tax Compliance Delivery Model Built for Seamless Firm Integration
U.S. CPA and accounting firms are facing increasing pressure on capacity turnaround times, and experienced tax talent. AKM Global provides dedicated tax professionals who work within your processes, secure workflows, engagement models, and review standards to extend your delivery capacity.
From seasonal support to long-term offshore teams, our engagement models allow firms to start with the level of support they need and scale as volumes change.
Our teams support federal, state, international, and specialized tax compliance, with internal review procedures and defined communication protocols built into the delivery model.
Who We Serve
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CPA and accounting firms managing seasonal or recurring capacity gaps
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Growing tax practices dealing with recruitment challenges
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Firms seeking experienced preparer, senior, reviewer, supervisor, or manager-level support
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Multi-office firms building or expanding offshore tax delivery capability
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Practices seeking long-term dedicated tax teams
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Firms looking to improve margins without compromising quality
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Firms exploring outsourcing for the first time or evaluating an existing provider
The Challenge
Capacity Should Not Come at the Cost of Quality
For tax firms, expanding capacity is not simply a matter of increasing headcount. Experienced tax professionals are difficult to attract and retain, while partners, managers, and reviewers often have limited availability during peak periods.
If the experienced staff concentrate on preparation and adhere to routine procedures, they will have less time available for building client relationships, providing advisory services, and advancing the practice.
Outsourcing can help bridge capacity gaps, but its effectiveness depends on how the engagement is structured and managed. Without clearly defined workflows, robust review processes, consistent communication, and accountability, offshore support may add to the firm’s workload rather than reduce it.
Our Approach
AKM Global offers tax experts who work within your software, your workflows, your documentation standards, and your review process.
Over time, the team that has been assigned to you becomes familiar with your clients, their return types, the templates used, their preferences regarding reviews, and their communication procedures. This continuity is difficult to achieve when resources rotate between engagements or from one season to the next.
Every engagement has clearly defined responsibilities, communication procedures, and internal review processes to ensure consistent delivery.
Flexible Engagement Models
Start Small. Scale When You Are Ready.
We recognise that many firms may be hesitant to commit to a full-time offshore team in the first year, as they need time to adapt to the model, identify the work best suited for offshore delivery, and train their teams on the new approach.
This is why AKM Global offers flexible engagement options that lower the risk of adoption in the first year.
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Pilot Engagement: Begin by setting out a clearly defined scope that focuses on the selected returns in order to assess communication, turnaround time, review quality, data security, and how well the workflow matches. Then expand the engagement.
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Hourly Support: When your workload varies or you are still deciding on the appropriate level of offshore support, you can access tax professionals on an hourly basis.
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Dedicated Team: An offshore team consisting of preparers, seniors, reviewers, supervisors, or managers, depending on the workload you expect and the service requirements you have.
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Managed Delivery: For any firm that wishes to obtain more operational support, AKM Global is able to handle the various stages involving preparation, internal review, tracking status, follow-up on open items, and delivery in accordance with agreed timelines.
Flexible Scaling
The size of the team and the scope can be modified in response to changes in workload. Companies have the option of starting with a small requirement and then widening the engagement as the operating model demonstrates its effectiveness.
Our U.S. Tax Compliance Services
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Individual Tax Compliance: Resident and nonresident individual returns, high-net-worth returns, expatriate filings, FBAR reporting, foreign income reporting, and foreign tax credit calculations.
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Business Tax Compliance: C-Corporation, S-Corporation, partnership, trust, estate, nonprofit, and multi-entity return preparation support.
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International Tax Compliance: Support for Forms 5471, 5472, 8865, 8858, foreign reporting obligations, and multi-jurisdictional compliance matters.
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State & Local Tax Support: Multi-state compliance, apportionment calculations, economic nexus reviews, sales and use tax support, and SALT-related projects.
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Specialized Tax Engagements: Support across tax provisions, fund taxation, insurance taxation, nonprofit taxation, low-income housing tax credits, and Schedule K-1 reporting.
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Dedicated Tax Team Support: AKM Global can provide dedicated professionals across different levels of the tax delivery structure, based on return complexity, workload, software requirements, and review needs.
|
S. No. |
Role Level |
Typical Experience |
|
1 |
Preparer / Staff |
2–4 years |
|
2 |
Reviewer / Senior |
5–8 years |
|
3 |
Manager / Supervisor |
8+ years |
Resources are selected based on relevant tax experience and the requirements of the engagement. Teams are expected to work within professional firm standards and client-specific processes.
Our Process
A Practical Workflow Designed Around Your Firm
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Discovery & Alignment: We understand your workflow, software environment, review preferences, communication style, and expected turnaround times.
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Team Assignment: Dedicated professionals are assigned based on return type, complexity, software experience, and industry exposure.
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Workflow Integration: The team is integrated into your existing systems, document management processes, workflow tools, and communication channels.
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Preparation & Internal Review: Returns and workpapers are prepared and reviewed internally before being submitted to your team.
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Client Review & Feedback: Your team reviews the work and provides feedback. Comments and recurring requirements are incorporated into subsequent work to improve consistency.
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Scale & Optimize: The scope, team structure, and workflow can be adjusted as volumes, seasonal requirements, and practice needs to be changed.
Technology Ecosystem
Our professionals have experience working across leading U.S. tax preparation, workflow, document management, and collaboration platforms, including:
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CCH Axcess
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CCH ProSystem fx
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GoSystem Tax RS
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UltraTax CS
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Lacerte
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Corptax
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TaxCycle
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Drake Tax
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XCM
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SharePoint
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Suralink
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Fixed asset software
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Secure document exchange platforms
Why AKM Global
AKM Global brings together tax knowledge, delivery discipline, and flexible operating models for CPA and accounting firms.
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100+ CPA and professional services firms supported globally
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Dedicated teams instead of rotating resources
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Flexible pilot, hourly, dedicated, and managed delivery models
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No minimum commitment for firms starting their outsourcing journey
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No advance payment or credit purchase requirement
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4-5 hours of daily overlap with U.S. teams
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Structured internal review before delivery
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Same-day acknowledgement and defined response expectations
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Secure workflows with controlled access to client information
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Support across federal, state, international, and specialised tax compliance
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AKM Global combines U.S. tax expertise with a delivery model designed around the way professional tax practices operate.
Frequently Asked Questions(FAQ's)
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Can we start without a long-term commitment?
Yes. Firms can begin with a defined pilot or hourly support and move to a dedicated team model as their requirements develop.
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Do you require advance payment or credit purchases?
No. We do not require advance credits or large upfront commitments for firms beginning their outsourcing journey.
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Can you support us only during the tax season?
Yes. Support can be structured around seasonal requirements or provided throughout the year, depending on your workload and engagement model.
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Can your professionals work in our software?
Yes. Our professionals have experience working across leading U.S. tax, workflow, document management, and collaboration platforms. The specific systems used can be agreed as part of the engagement.
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Do you provide dedicated staff?
Yes. We can assign dedicated preparers, seniors, reviewers, supervisors, and managers based on your requirements.
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How do you maintain quality?
Work is supported by defined workflows, internal review procedures, checklists, firm-specific training, and feedback from your team.
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Can you support review work?
Yes. We can provide experienced senior and reviewer-level assistance based on the engagement structure.
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How does the pilot work?
A pilot usually begins with a limited scope of selected returns. The goal is to test communication, turnaround time, quality, data security, and workflow fit before scaling.
Speak With Our U.S. Tax Outsourcing Team
Whether you are testing offshore support for the first time or building a long-term tax delivery model, AKM Global can help you start small, stay flexible, and scale with confidence.