Agree the professional boundary first
Identify the country, return type, reviewing professional and any restrictions on offshore processing. Do not assume a bookkeeping engagement includes return preparation, taxpayer advice or access to a filing credential.
Organise the information for the preparer
The scope may include source-document indexing, reconciliation of supplied totals and preparation of schedules under written instructions. Incomplete answers and inconsistent information are raised for the tax professional to resolve.
Keep tax decisions and sign-off with the authorised professional
The responsible practice decides positions, reviews outputs and handles signing, filing and representation. Dhake & Associates does not claim US CPA or enrolled-agent status, UK regulated tax status, or Australian tax-agent registration.
Start with a defined assignment.
Which preparation tasks can your authorised tax professional delegate? Share the software, country and approximate workload. We assess the fit, confirm the preparation and review responsibilities, and propose a limited initial scope before considering recurring support.
Request a scoped proposal ↗Questions about this service
What should we prepare for tax preparation support?
Begin with jurisdiction, return type and authorised reviewer; written preparation instructions and approved source access; required schedules and query-management process. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include indexed records and preparation schedules; reconciled inputs where agreed; documented questions for professional determination. Unresolved questions are identified for review.
Can we start with one process?
Yes. A limited pilot can establish the workflow, questions and review points before recurring support or additional capacity is agreed.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.
Who reviews the work?
We prepare the agreed accounting work and identify questions. Your designated reviewer accepts the handover; regulated advice, filing, certification and attestation remain with the appropriately authorised professional where required.