Form 1099-DA Is Expanding in 2026: How Outsourced Tax Prep Handles the Crypto Reporting Surge
Crypto tax reporting is becoming a bigger production challenge for CPA firms. Form 1099-DA is now part of the reporting process for digital asset transactions, and 2026 brings another important step: brokers must report basis information for certain covered digital assets. For firms handling clients with cryptocurrency, stablecoins, NFTs, and other digital assets, the additional […]
S-Corp and Partnership Returns Are Piling Up: How Offshore Tax Prep Handles 1120S and 1065 at Scale
S-Corp and partnership returns can create a major production bottleneck when tax season accelerates. A CPA firm may have hundreds of Forms 1120S and 1065 moving through the workflow at the same time, each requiring supporting documents, workpapers, review, and client follow-up. The challenge is preparing a high volume of returns accurately without forcing the […]
1040 Outsourcing for CPA Firms: Clear 400 Returns a Season Without Burning Out Your Team
Four hundred 1040s in a single season sounds like a staffing math problem, and for most firms, it is. Add up the hours per return, multiply by volume, and the number of qualified preparers required doesn’t match what most firms can actually hire during tax season. Firms clearing that volume without burning out their team […]
