At Overflow Tax Pro, we specialize in providing white-label, high-capacity tax preparation support for tax offices nationwide. Our service is designed to help you maintain exceptional customer service for your walk-in clients while we handle the virtual traffic, data processing, and overflow returns behind the scenes—accurately, efficiently, and on time.

Whether you are a solo preparer or a growing multi-location firm, Overflow Tax Pro ensures you never turn clients away due to high volume. We streamline your operations, increase your revenue capacity, and help your firm scale without the cost of hiring, training, or managing additional seasonal staff.

Send us your virtual or backlog clients and our certified preparers handle the full workflow—intake, preparation, review, and secure delivery—so you meet deadlines without sacrificing quality.

We work under your brand. Your clients remain your clients. You take the credit for excellent service while we manage the behind-the-scenes work.

Return processing options include 12-hour, 24-hour, 48-hour, and 72-hour service tiers depending on your firm’s workload and needs.

Every return goes through a structured quality-control process to ensure IRS compliance, accuracy, and a smooth e-file experience.

We handle document uploads, follow-ups, communication, and processing for your remote clients—while you focus on in-office appointments.

Whether you need help during peak tax season or ongoing support with complex or business returns, we scale with you.

– Tax preparers and mobile tax professionals
– CPA firms
– Bookkeepers offering tax services
– Multi-office tax chains
– Busy preparers with limited staff
– Start-up tax offices seeking reliable back-office support

You focus on the people in front of you—we take care of the virtual clients, ensuring quick turnaround and satisfied customers on both ends.

Avoid the cost and hassle of onboarding seasonal employees. Our team is ready to take on as many returns as you need processed.

Your brand stays consistent, your turnaround remains fast, and your service quality stays high—no matter how busy the season gets.

We use encrypted systems, secure portals, and strict compliance standards to protect your firm and your clients.

1. You send us your virtual clients or overflow files.
    
2. Our team processes the return with full accuracy and documentation.
    
3. A quality-control reviewer checks every return.
    
4. We send the completed file back to you for approval and signature.
    
5. You collect payment from your client while we invoice you for the service.
    

Simple. Scalable. Reliable.

Overflow Tax Pro is the support system that tax offices trust when accuracy, speed, and confidentiality matter most. We help you increase revenue, streamline operations, and deliver a superior client experience—without stretching your team thin.

 Accurate. Experienced. Fast. Built to Support Your Financial Success.

With more than 15 years of professional tax preparation experience, we deliver reliable, accurate, and stress-free filing solutions for individuals, small businesses, and corporations. Whether you are a W-2 employee, self-employed entrepreneur, or managing a growing company, our team ensures your return is completed correctly, maximizes your refund, and keeps you fully compliant with IRS regulations.

We combine deep expertise with secure, streamlined virtual technology to make filing simple—no matter where you’re located.

We prepare all personal tax returns including:
– W-2 income
– 1099 self-employment
– Gig workers & contractors
– Rental property income
– Multi-state returns
– Amendments
– Earned Income Tax Credit & Child Tax Credit guidance

Comprehensive preparation and support for:
– Schedule C filers
– LLCs & sole proprietors
– Partnerships
– Startup businesses
– Mileage, expenses, bookkeeping cleanup
– Annual compliance support

Your business taxes are handled with precision and strategic insight.

We support all levels of corporate filing, including:
– S-Corporations (1120S)
– C-Corporations (1120)
– Partnerships (1065)
– Multi-owner entities
– Annual filings, deductions review, and compliance
– Prior-year corporate returns & amendments

Whether your corporation is newly formed or well-established, we ensure complete, accurate, and compliant reporting.

Every eligible return is backed by audit protection, giving you peace of mind long after you file.
If the IRS contacts you, we will:
– Review the notice
– Prepare your response
– Guide you step by step
– Stand with you until the matter is resolved

You are never facing the IRS alone.

Get access to your money sooner with Refund Advances up to $7,000 (bank approval required).
– No credit check
– No upfront cost
– Fast funding, often within hours of IRS acceptance

Funds can be loaded to a card or deposited electronically.

We understand individual, self-employed, business, and corporate tax law inside and out.

Most returns are completed within 24–72 hours once documents are submitted.

We uncover every credit, deduction, and benefit available under current tax law.

Upload, sign, and file from anywhere.

(All 50 States)

No hidden fees and no surprises.

We remain available to you for tax planning, compliance, and financial guidance throughout the year.

Experience professional, accurate, and dependable tax services built to support individuals, entrepreneurs, and corporations alike. We handle the details so you can focus on your goals—and keep more of what you earn.

Ready to get started?
We’re here to make tax season easier, faster, and more rewarding.

 Strategic, Compliant, and Customized Guidance for Your Business and Your Legacy

We provide comprehensive business development services and trust and estate planning solutions designed to help you build, protect, and grow your financial future. Whether you are launching a new company, scaling an existing enterprise, or securing your family’s legacy, our team delivers the expertise, structure, and ongoing support you need.

With the advantage of 15+ years of experience, we help entrepreneurs, small businesses, corporations, and families navigate complex decisions with clarity and confidence.

Our business services are crafted to give you a solid operational foundation and long-term success. We assist new and established companies with:

– LLC and Corporation formation
– DUNS and business credit activation
– Business plans
– Bookkeeping and Payroll
– Compliance management 

We streamline the startup and expansion process so you can focus on growth, revenue, and opportunity.

Our trust and estate planning division provides the structure and legal clarity families need to preserve wealth, protect assets, and support future generations. We specialize in:

– Revocable living trusts
– Irrevocable trusts
– Family legacy trusts

-- Business Trust

-- Land Trust
– Business-interest and real-estate transfers
– Successor trustee designations
– Certificates of trust
– Wills and assignment of personal property
– Funding instructions and account alignment
– Multi-generational wealth strategies

We help you create a clear, legally sound plan that ensures your assets are managed according to your wishes—today, tomorrow, and for decades to come.

We handle everything from business formation to legacy planning under one trusted umbrella.

Our extensive expertise ensures accuracy, compliance, and strategic insight at every step.

Every business and every family is unique. We tailor documents, structures, and strategies to your specific goals.

No hidden agendas. No guesswork. Just clear, honest guidance designed to protect you and position you for success.

All client data and documents are managed through encrypted systems for safety, convenience, and long-term accessibility.

We provide the systems, structure, and legal clarity needed to support both your entrepreneurial journey and your family’s long-term security. From launching a business to preserving generational wealth, our services are built to empower your future.

Ready to take the next step?
We are here to support your business growth and protect what matters most.