Back-Office Support for CPAs & Return Preparers

There are a lot of things for CPAs to keep up with to get a client's data correctly entered on a tax return. Sometimes, a little back-office support is needed to cover the more dynamic parts of the tax code. This is especially true for the credits and incentives that require specialty knowledge or have long histories of guidance held in multiple authoritative resources.

At PTR, we have dedicated our careers to the more nuanced and specialty areas of the tax code. We do not do audit or compliance work - we focus on our wheelhouse to give you the best-in-class service you need to provide as much value as possible for your clients. 

We are ready to help you in a number of ways. 

1. Short- and long-term consultant placement – Add to your expertise on a job by job basis or on a long project.

2. Refer us to your clients – Let us do all the heavy lifting and allow you to review our findings before preparing the return.

3. White-label work product – We will do the diligence, calculation, and substantiation under your firm’s name (giving you more opportunity for review and oversight).

4. Build your own internal team – We can assist you in hiring and training a team of consultants that has the expertise to handle specialty tax incentives.

Every eligible tax payer deserves to claim their credits and incentives. Our mission is to assist CPAs and their clients in doing just that.

Subscribe to our newsletters below, go check out our latest whitepaper, or schedule an appointment with one of our leaders. Let us know how we can best serve you.