White-Label Tax Preparation Services

Find CPAs and EAs who provide white-label tax prep, allowing your firm to scale without adding staff.

White-label tax preparation allows your firm to scale capacity without hiring full-time staff or turning away clients. TaxProExchange connects you with CPAs and EAs who specialize in behind-the-scenes preparation work—you retain the client relationship, they handle the technical prep and review.

Our directory includes professionals who understand white-label engagements: clean work product, timely communication, and discretion. Whether you need help with individual returns, small business filings, or specialty returns, you'll find verified professionals who can integrate seamlessly with your firm's workflow.

White-label arrangements are common during busy season, when launching a new service line, or when expanding into a new market. Search by credential type, specialization, and availability to find professionals who match your firm's standards and client mix.

When to Use White-Label Tax Preparation Services

  • Your firm wants to scale capacity during busy season without hiring full-time staff
  • You're expanding into a new service area (trusts, crypto, SALT) and need back-end technical support
  • You want to maintain your client relationships while outsourcing preparation and review work

How Verification Works

Every professional on TaxProExchange is credential-verified before their profile goes live. We manually check CPA state board records, IRS EA enrollment, and CTEC registration to ensure you're working with licensed, active professionals.

Learn more about our verification process and why trust is the default on TaxProExchange.

Frequently Asked Questions

What is white-label tax preparation?

White-label means the professional prepares returns under your firm's brand. You maintain the client relationship, they handle the technical work. You review and sign (or they sign, depending on your arrangement).

Can I maintain confidentiality with white-label work?

Yes. Discuss confidentiality, NDAs, and client communication protocols directly with the professional during your initial conversation.

Who signs the return in a white-label arrangement?

It depends on your arrangement. Some firms have the white-label professional sign as preparer, others review and sign themselves. Clarify signing authority and state licensing before engaging.

How do I find professionals open to white-label work?

Search for professionals marked as "accepting work" and discuss white-label arrangements during your outreach. Many CPAs and EAs on TaxProExchange are experienced in these engagements.

What types of returns can be white-labeled?

Any return type: 1040, 1065, 1120-S, 1120, 1041, 990, and more. Filter by specialization to find professionals with the expertise your firm needs.

Ready to Find the Right Professional?

Browse verified CPAs, EAs, and tax professionals with the exact expertise you need.