Why More US Accounting Firms Are Outsourcing Tax Preparation in 2025

In 2025, accounting is moving at light speed in the United States. Growing tax complexity, strict deadlines, and lack of talent have pushed more U.S. accounting firms to outsource tax preparation services to remain competitive. The world-wide trend toward smarter operations and remote solutions has driven this trend—and firms like Safebooks Global are at the forefront.

The Rise of Outsourcing Tax Preparation in 2025

Industry Trends Driving Outsourcing Growth
Outsource tax preparation services isn’t a cost-saving strategy anymore, it’s a strategic action. Among the most popular trends forcing U.S. accounting firms to outsource tax services are:

  • CPA and EA skilled personnel shortage
  • Rising U.S. labor costs
  • Peak tax periods’ mounting pressure
  • Access to global talent
  • Breakthroughs in cloud-based accounting and secure document sharing

More than 60% of mid-size accounting firms will outsource at least some of their tax preparation by 2025.

Benefits of Outsourcing Tax Preparation Services

Cost Savings Without Sacrificing Quality
You save 30–50% overhead by outsourcing tax preparation. You avoid hiring, training, infrastructure, and employee benefits costs.

Access to Qualified Tax Professionals
American companies use outsourcing partners such as Safebooks Global to tap into an experienced team of professionals who are knowledgeable about IRS rules, tax software such as Drake, UltraTax, and Lacerte, and current compliance data. 

Scalability and Flexibility
Seasonal tax cycles put staffing pressures on businesses during that period. Outsourcing provides on-demand scalability—scale up or down to match volume.

Improved Turnaround Time
24/7 team collaboration working across different time zones is possible with tax preparation outsourcing, leading to quicker filing, audit, and release of the returns.

Data Security and Compliance
Reputed outsourcing partners have strict data privacy controls such as NDAs, GDPR compliance, and secure file transfer. Safebooks Global ensures that all of the sensitive information is treated with the utmost confidentiality.

Why Choose Safebooks Global as an Outsourcing Partner

Trusted by 100+ U.S. Accounting Firms
Safebooks Global has gained the trust of more than 100 accounting firms based in the U.S. with their timely, accurate, and cost-effective tax preparation solutions.

U.S. Tax Professionals with Worldwide Efficiency
Their panel of tax professionals learns U.S. tax codes exclusively, for flawless precision and IRS adherence.

How Outsourcing with Safebooks Global Functions

  • Onboarding & NDA: Begin with a secure contract and confidentiality process for data.
  • Document Sharing: Exchange documents through encrypted means or portals.
  • Tax Prep by Experts: Experts at Safebooks prepare returns to U.S. standards.
  • Review & Feedback: Have returns reviewed prior to client submission.
  • Final Filing: Complete the tax filing process efficiently.

Typical Application of Outsourced Tax Preparation

  • Individual Tax Returns (Form 1040)
  • Small Business Returns (1120, 1120S, 1065)
  • Trust and Estate Returns
  • State Tax Filings
  • Tax Planning Support

Frequently Asked Questions (FAQs)

1.Is tax preparation outsourcing safe?
Yes. With clients such as Safebooks Global, data protection is paramount. They employ encryption, secure servers, and legally binding NDAs to ensure confidentiality of your information.

2. Will clients ever know that I’m outsourcing?
Unless you inform them. Safebooks is a white-label company, and so the end-client is only interacting with your company.

How do I sign up for Safebooks Global?
You may get in touch with their team to schedule a demo or consultation. Onboarding usually only takes a few days, like establishing secure access and document procedures.

What if I only require tax season assistance?
No problem. Safebooks offers seasonal support, so you can bring in temporary assistance when you’re busiest without the long-term commitment.

How much do I save by outsourcing?
Firms normally realize 30% to 50% savings compared to hiring permanent workers, especially when benefits, training, and software licensing are factored in.
As accounting woes increase, tax preparation outsource tax preparation services becomes an imperative strategy for U.S. companies. From reducing overhead to speeding up turnaround time, advantages are obvious.
Safebooks Global is your trusted partner that introduces expertise, security, and unparalleled quality to outsourced tax solutions. You’re operating one CPA or a whole accounting company Safebooks helps you fuel growth while they manage numbers.

  • Director (CA, CPA (USA))
    Shivangi is a U.S.-certified CPA and Chartered Accountant with deep expertise in U.S. tax, financial reporting, and audit compliance. She has supported CPA and EA firms across sectors like real estate, SaaS, and healthcare. At SafeBooks, she leads global delivery, ensuring every remote accounting team meets U.S. standards with accuracy, discipline, and client-first execution.