New Partnership

We are excited to introduce a new opportunity that involves our use of a third-party data entry service that will enable us to complete your tax returns more efficiently. We have contracted with Xpitax LLC, an industry leader in offshore data entry to handle the time-intensive work our preparers have shouldered.


Improved turnaround time

Eliminating the data entry portion of your return will improve the turnaround time for your return because we have increased staff capacity.

Helps offset rising rates

The use of a third party data entry provider will help offset the increasing cost of doing business - tax professionals everywhere are anticipating a 30% increase for tax year 2021 invoices.

We can serve you better

Using Xpitax enables our in-house CPAs to focus on the complex areas of your tax returns and allows for more face-to-face time with clients, which we love.

Improves work-life balance

This partnership will improve the work-life balance of our staff, which will lead to less turnover and further strengthen long-term relationships with our clients.

important questions

Who will be reviewing my return?

Mark and Chris will still be reviewing and signing all tax returns. We are only utilizing a third-party company for the data entry portion of the tax return.

Who are we using for data entry?

We will be using Xpitax Solutions Pvt. Ltd., a third party data entry service provider. Xpitax Solutions Pvt. Ltd. is a US-owned service bureau with offshore employees.

Will my data be sent offshore?

Your data will be stored and encrypted in the US and won't leave the country. However, in some cases, the data entry clerk will be located offshore.

Do I have to agree to this?

No. Electing to leverage these services is a choice. However, please be aware that due to staffing shortages, we may not be able to accommodate you, or it make take longer to receive your return.


Xpitax is a recognized leader in the field of tax preparation which as been helping accounting firms like ours since 2002.

Our biggest question when we began researching this partnership was, "is our client's data safe?" The answer is yes, and it's the only answer we would accept. 

Xpitax security protocols are SOC2 Certified. SOC 2 Type II reports are the most comprehensive certification within the Systems and Organization Controls protocol. SOC 2 Type II is the most useful certification when considering a possible service provider's credentials. This certification is issued by outside auditors which consider security, availability, processing integrity, confidentiality and privacy. The SOC2 designation is endorsed by the AICPA, the governing body for CPAs.


The data is fully-encrypted the entire time it is transmitted and stored.


The servers are located in the United States.


The offshore workstations are dummy terminals, with no USB ports and no ability to store or even save data locally.


There is no paper in the entire office.

Get all the FAQs here.