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Accounting & Tax Services for Firms

Scale Your Firm’s Capacity Without Expanding Your Headcount

Expert bookkeeping, tax preparation, CFO advisory, and payroll services delivered behind the scenes—under your brand, on your timeline, with your quality standards.

*Volume-based pricing available for ongoing partnerships.

Discuss a Partnership View White-Label Services

Trusted by Firms Across the Country

100% Confidential
Your Branding Preserved
48-Hour Turnaround
Volume Discounts
0
Returns Prepared Annually
0
Standard Turnaround
0
Brand Confidentiality
0
States Supported

*Volume-based pricing and priority turnaround available for ongoing partners.

Your Invisible Back Office

Expand your firm’s capacity without expanding your team

Whether you’re a CPA firm drowning in tax season overflow, a financial advisor who needs reliable reporting, or an attorney requiring specialized accounting support—we work behind the scenes so you can focus on client relationships.

Every deliverable is prepared under your brand, reviewed by our CPAs, and delivered on your timeline. Your clients never know we exist. That’s the point.

Explore Our Services
Your Brand, Always

Every deliverable is branded as yours. We use your templates, your letterhead, and your presentation standards. Complete invisibility guaranteed.

CPA-Quality Assurance

Every return, every report, every deliverable passes through our CPA review process before reaching you. Consistent quality you can stake your reputation on.

Scalable Capacity

Scale from 10 returns to 500 without hiring. Ramp up for tax season, scale back in summer. Pay only for the work you need, when you need it.

Fast Turnaround

Standard 48-hour turnaround on most deliverables. Priority and same-day options available for urgent work. Never miss a client deadline again.

White-Label Services

Choose your partner type to see the services we can deliver under your brand.

White-Label Services for CPA Firms

Expand your firm’s capacity without expanding your headcount. We prepare returns, manage bookkeeping, and handle overflow work behind the scenes—while you maintain client relationships and brand standards.

✓ Your branding preserved
✓ CPA-reviewed quality
✓ Scalable capacity
✓ Tax season overflow support
✓ Individual & business returns
✓ Strict confidentiality
Discuss CPA Firm Partnership
MOST POPULAR
Bookkeeping & Reporting

Monthly bookkeeping, reconciliation, and financial statements under your brand

Starting at
Custom
per client / month
  • ✓ Monthly transaction categorization
  • ✓ Bank & credit card reconciliation
  • ✓ P&L, balance sheet, cash flow
  • ✓ Your branded report templates
  • ✓ Year-end close & tax-ready books
Get Started
Tax Prep (Individual)

1040 preparation, multi-state, self-employed, rental, and investment returns

Starting at
Custom
per return
  • ✓ Standard & complex 1040s
  • ✓ Schedule C, D, E returns
  • ✓ Multi-state filings
  • ✓ CPA review before delivery
  • ✓ Your firm’s cover letter
Get a Quote
Tax Prep (Business)

1120, 1120-S, 1065, 990 preparation with multi-state compliance

Starting at
Custom
per return
  • ✓ S-Corp, C-Corp, Partnership
  • ✓ Non-profit (990) returns
  • ✓ Multi-state compliance
  • ✓ K-1 preparation
  • ✓ Extension filings included
Get a Quote
Overflow Tax Season

Seasonal surge support—ramp up capacity Jan-Apr without hiring

Starting at
Custom
seasonal engagement
  • ✓ Individual & business returns
  • ✓ Flexible volume commitments
  • ✓ Priority turnaround available
  • ✓ Dedicated team assignment
  • ✓ Scale back post-season
Get a Quote

How White-Label Works

1
You Engage Client

Maintain direct relationship under your brand

2
Share Access

Provide documents via secure portal

3
We Prepare

Expert preparation with CPA review

4
You Deliver

Present to client as your work

Custom Partnership Pricing

Volume discounts available. We’ll create a pricing structure that lets you maintain healthy margins while expanding your firm’s capacity. The more you send, the more you save.

Schedule Partnership Discussion

White-Label Services for Financial Advisors & Attorneys

Offer comprehensive financial services to your clients without building an accounting department. We provide CFO advisory, financial reporting, and payroll processing under your brand—so you can deliver more value while staying focused on your core practice.

✓ Branded deliverables
✓ CFO-level advisory
✓ Financial reporting
✓ Payroll management
✓ Client confidentiality
✓ Flexible engagement terms
Discuss Advisory Partnership
MOST POPULAR
White-Label Virtual CFO

Strategic financial advisory, cash flow forecasting, and KPI dashboards for your clients

Starting at
Custom
per client / month
  • ✓ Monthly financial strategy sessions
  • ✓ Cash flow forecasting
  • ✓ KPI dashboards & reporting
  • ✓ Board & investor presentations
  • ✓ Branded under your firm
Get Started
Financial Reporting

Monthly financial statements, variance analysis, and management reports

Starting at
Custom
per client / month
  • ✓ P&L, balance sheet, cash flow
  • ✓ Variance analysis & commentary
  • ✓ Custom report formatting
  • ✓ Board-ready packages
  • ✓ Your templates & branding
Get a Quote
Payroll Processing

Full-service payroll, tax filings, and compliance for your clients’ businesses

Starting at
Custom
per client / month
  • ✓ Payroll processing & direct deposit
  • ✓ Tax withholding & filing
  • ✓ W-2 & 1099 preparation
  • ✓ Multi-state compliance
  • ✓ Reports under your brand
Get a Quote

Flexible Partnership Pricing

Whether you need ongoing support for a handful of clients or white-label services across your entire book of business, we’ll build a pricing structure that works for your practice.

Schedule Partnership Discussion

Does This Sound Like Your Firm?

Growing firms hit capacity ceilings. Hiring takes months and costs a fortune. There’s a better way.

Tax Season Overload

Returns piling up, extensions filing daily, and your team is burning out. You’re turning away clients because you can’t keep up.

Hiring Costs Are Brutal

Experienced CPAs cost $80K-$120K+ with benefits. Training takes months. And seasonal staff? Quality is a gamble every year.

Quality Control Worries

Outsourcing sounds great until errors show up. You need a partner that meets CPA-level standards—not a freelancer with a tax software login.

Client Confidentiality Risk

Your clients hired your firm, not a subcontractor. Offshore outsourcing or visible third parties erode trust and create awkward conversations.

Sound Familiar?

You deserve a white-label partner that meets your standards—invisibly

Why Firms Choose Omicron

We built our white-label program specifically for firms that refuse to compromise on quality. U.S.-based CPAs, rigorous review processes, and complete confidentiality—not offshore outsourcing with a markup.

✓ 100% U.S.-Based CPAs

Every return, every report, every deliverable is prepared and reviewed by our domestic CPA team. No offshore outsourcing, no language barriers, no time zone gaps.

“The quality is indistinguishable from work done by our own senior staff. Our clients have no idea.”

— Managing Partner, 12-Person CPA Firm

✓ Complete Invisibility

We never contact your clients. We never appear on deliverables. We sign NDAs and follow strict data handling protocols. Your brand is the only brand your clients see.

“We doubled our client base during tax season without hiring a single person. Omicron handled the overflow seamlessly.”

— Senior Partner, Regional CPA Firm

✓ Flexible & Scalable

Need 20 returns this week and 200 next month? No problem. Our capacity flexes with your demand. No long-term commitments required—though most partners stay year-round.

“Started with tax season overflow. Now they handle our monthly bookkeeping for 30+ clients year-round.”

— Practice Owner, Solo CPA Firm

Partners Report 40-60% Cost Savings vs. Hiring Full-Time Staff

View Our White-Label Services

Omicron CPA’s white-label team delivers the following services:

  • White-label bookkeeping, bank reconciliation, and monthly financial statements
  • Individual tax return preparation (1040, Schedule C/D/E, multi-state)
  • Business tax return preparation (1120, 1120-S, 1065, 990)
  • Tax season overflow support with flexible volume capacity
  • Virtual CFO services including cash flow forecasting and KPI dashboards
  • Financial reporting packages (P&L, balance sheet, cash flow, variance analysis)
  • Payroll processing, tax filings, W-2/1099 preparation
  • Board-ready and investor-ready financial packages
  • Year-end close, extension filings, and amended return preparation
  • All deliverables branded under your firm with complete confidentiality

Built for firms that prioritize quality and client relationships…

Our white-label services are designed for CPA firms of all sizes—from solo practitioners looking to handle tax season overflow, to mid-size firms expanding into new service lines, to regional practices that want to scale without the overhead of new hires. We also partner with financial advisors who want to offer comprehensive accounting services and attorneys who need reliable financial reporting for their clients’ businesses. Whatever your practice looks like, we adapt to your workflows, your templates, and your quality standards.

What Our Partners Say

Real results from firms that partner with Omicron CPA for white-label services.

CPA Firm
★★★★★
“We went from turning away clients in February to accepting every engagement. Omicron prepared over 150 returns for us last season—all under our brand, all reviewed before delivery. Not a single client knew.”
ADDITIONAL RETURNS HANDLED
150+
RK
Robert K.
Managing Partner, CPA Firm
Dallas, TX
Financial Advisor
★★★★★
“My clients kept asking for CFO-level advisory. Instead of hiring a full-time controller, I partnered with Omicron. Now I offer cash flow forecasting and KPI dashboards as premium add-ons—under my brand.”
NEW REVENUE STREAM
$8K+/mo
AP
Amanda P.
Wealth Advisor
Houston, TX
Law Firm
★★★★★
“We needed reliable financial reporting for our business clients going through M&A. Omicron delivers board-ready packages under our letterhead, on tight deadlines, every single time.”
TURNAROUND TIME
48 hrs
DM
David M.
Partner, Business Law Firm
San Antonio, TX

Our white-label team operates as an extension of your firm…

We don’t just prepare work—we integrate with your processes. Our team learns your review standards, uses your templates, and follows your communication protocols. Every deliverable passes through a multi-level CPA review before it reaches you. We maintain strict data isolation between partner firms, sign comprehensive NDAs, and never contact your clients directly. The result is a seamless extension of your practice that scales with your growth—without the headcount, the overhead, or the risk.

Frequently Asked Questions

Common questions about our white-label partnership program.

It’s simple: you engage the client under your brand, share the necessary documents through our secure portal, we prepare the work with CPA review, and you deliver the finished product as your own. We never interact with your clients, and every deliverable uses your branding, templates, and formatting standards.

No. We sign comprehensive NDAs and maintain strict confidentiality. We never contact your clients, our name never appears on any deliverable, and we follow your specific branding guidelines. Our team operates as an invisible extension of your firm.

Standard turnaround is 48 hours for most deliverables, including individual and business tax returns, monthly bookkeeping, and financial reports. Priority and same-day turnaround are available for urgent work. During peak tax season, we maintain capacity by scaling our team—we don’t let turnaround slip.

Pricing is customized based on service type, volume, and complexity. We offer per-return pricing for tax preparation, per-client monthly pricing for bookkeeping and CFO services, and seasonal engagement pricing for overflow support. Volume discounts are available—the more work you send, the lower your per-unit cost. We’ll create a structure that preserves your margins.

No. We work with solo practitioners sending 5 returns a month and with firms sending 50+ returns per week. There’s no minimum volume and no long-term contract required. Most partners start small and scale up once they see the quality. Volume discounts kick in naturally as your usage grows.

Every deliverable goes through a multi-level review: initial preparation by an experienced accountant, technical review by a senior CPA, and final quality check against your firm’s standards. We maintain error logs, track accuracy metrics, and conduct regular calibration sessions to ensure consistency with your expectations.

We maintain strict data isolation between partner firms. Documents are transferred through encrypted secure portals, stored on SOC 2 compliant infrastructure, and accessible only to team members assigned to your account. All staff sign confidentiality agreements, and we conduct regular security audits.

Absolutely. Many partners start with tax season overflow and then add bookkeeping, payroll, or CFO services once they experience our quality and reliability. There’s no pressure to commit to year-round services upfront—we’ll grow with you at your pace.

Scale Your Firm Without the Overhead

CPA-quality work, delivered under your brand, on your timeline. Expand your service offerings, handle overflow with confidence, and grow your revenue—without hiring.

Schedule a Partnership Discussion Call Us Now
Free Consultation
100% Confidential
No Minimum Volume
U.S.-Based CPAs

“Your clients hired your firm because they trust your expertise. Our job is to make sure that trust is always earned—even when we’re the ones doing the work.”

— The Omicron White-Label Philosophy
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