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EVOLVEProfessional Alliance

Partnership opportunities

Your reliable outsourcing partner for tax work

CPA firms, tax practitioners, and accounting professionals — stop overpaying for outsourcing. Get premium-quality tax work delivered by Certified Enrolled Agents with 10+ years of experience, at a price point that works for your firm.

  • 500+ returns filed in Year 1
  • 100% IRS acceptance rate
  • 10+ years experience

Who we partner with

Built for tax & accounting professionals

If you run a firm or practice that handles client tax work, EPA is designed to be your back-office extension — credentialed, confidential, and cost-effective.

  • CPA firms

    Primary partner type

    Handle overflow work, peak-season surge, or specific tax return types you want to delegate. We work seamlessly behind the scenes so your clients only ever interact with your brand.

  • Tax practitioners & preparers

    Solo practitioners and small tax offices who need reliable support for complex returns, business filings, or overflow during peak season — without hiring full-time staff.

  • Accounting & bookkeeping firms

    Firms that want to offer tax preparation to their existing bookkeeping clients without building an in-house tax team. We provide the EA-credentialed tax expertise.

Why partner with EPA

Premium tax work at your price point

Most outsourcing partners make you choose between quality and cost. EPA doesn't. We're a team of active, credentialed EAs — not generic contractors — and we price our work to be a profitable extension of your practice.

Years of EA experience
10+Years of EA experience
Returns filed in Year 1
500+Returns filed in Year 1
IRS acceptance rate
100%IRS acceptance rate
Available to your team
Mon–SatAvailable to your team
  • Certified Enrolled Agents only

    Every piece of tax work is handled by an active EA — the highest IRS credential available. Not interns, not unlicensed preparers. EAs only.

  • Complete client confidentiality

    Your clients never know we exist unless you want them to. We operate fully behind the scenes, under your firm's name and standards.

  • Accurate & on-time, every time

    We understand that your firm's reputation depends on accuracy and deadlines. We build our processes around yours — not the other way around.

  • Scalable capacity

    From one return to hundreds — we scale with your workload. Peak season, M&A activity, or a sudden client growth surge. We handle it.

Scope of work

What we handle for your firm

Comprehensive tax, compliance, and accounting services — all available as white-label outsourcing to your practice.

  • Individual income tax (1040)

    Federal and state individual returns — W-2, 1099, investment income, Schedule C/D/E, rental properties, and complex multi-state situations.

  • Business returns (1120, 1120-S, 1065)

    C-Corp, S-Corp, and Partnership returns with all supporting schedules. Full K-1 preparation and distribution for pass-through entities.

  • Bookkeeping & financial statements

    Monthly reconciliations, catch-up bookkeeping, and financial statement preparation — P&L, balance sheets, and cash flow reports.

  • EIN & ITIN applications

    Full EIN and ITIN application handling for your non-US and international clients — including CAA identity certification for W-7 submissions.

  • Business formation & compliance

    LLC, Corporation, and Partnership formations in any US state. Annual reports, BOI filings, and ongoing compliance support for client entities.

  • International & cross-border

    Foreign national tax compliance, FIRPTA, W-8BEN, multi-national reporting, and US tax obligations for non-resident individuals and businesses.

The process

How a partnership works

A simple, low-friction onboarding process — and a smooth ongoing workflow from day one.

  1. Step 1

    Reach out

    Contact us via the form below, email, or schedule a call. Tell us about your firm, your volume, and what you need.

  2. Step 2

    Discovery call

    A 20–30 minute call to understand your workflow, turnaround requirements, pricing expectations, and communication preferences.

  3. Step 3

    Agreement & setup

    We finalize a partnership agreement covering scope, confidentiality, turnaround times, and pricing. Then we set up your workflow and file transfer process.

  4. Step 4

    Seamless ongoing work

    Send us work, we deliver back completed returns or files — reviewed, documented, and ready for your final sign-off and filing.

Get in touch

Ready to build a partnership?

Fill out the form and we'll be in touch within one business day. Or reach out directly — we're happy to have a conversation before anything is formal.

India phone / WhatsApp
+91 80966 18260
Office hours
Mon–Sat: 5 am – 4 pm CT

Partner enquiry form

Tell us about your firm and what you're looking for.

We respond within 1 business day. No spam, ever.

Stop overpaying for outsourced tax work

Premium-quality, EA-credentialed tax work — delivered at your price point. Let's talk about what a partnership looks like for your firm.