Smart Structuring. Global Insight. Branded for You.
Outsourced Tax Planning & Advisory for CPA Firms in the USA
We offer outsourced tax planning services for CPAs in the USA, strategic, white-labeled solutions to support complex client needs. Whether it’s multi-state, international, or year-round compliance planning, our offshore advisory team integrates seamlessly into your delivery model.
-50%
Cost savings compared to in-house tax strategy consulting
% Faster
turnaround on complex tax planning deliverables
Up toX
ROI for clients using proactive structuring strategies
/5
Access to senior tax planning and compliance professionals
Outsourced Tax Planning Solutions: Designed for CPAs, Built for Strategy
Clarity in Complexity. Compliance with Confidence.
We provide outsourced tax planning services for CPAs in the USA that are made possible by the internet. These services are aimed at supporting businesses, individuals, and multinational clients who are dealing with the full tax lifecycle. Our remote tax consultation for accounting professionals is a combination of multi-jurisdictional compliance, risk management, and tax-efficient structuring that has been simplified into a review-ready format, now under your firm’s name.
Whether you're advising high-net-worth individuals, expanding businesses, or multinational entities, our virtual tax advisory for enrolled agents and CPAs ensures every scenario is modeled and aligned to current IRS regulations. We maintain secure workflows, documentation trails, and advisory notes that match your firm’s standards while enhancing your advisory impact.
- Federal and state tax planning for businesses and individuals
- International tax planning and optimization services
- Offshore corporate tax advisory and compliance solutions
- Multi-state tax planning and risk mitigation
- Year-round tax advisory for firms and corporations
- Review-ready reports with compliance and planning notes
- Secure portals and collaboration tools aligned to your tech stack
Whether you're delivering seasonal advice or year-round planning, our outsourced tax planning solutions help you scale with precision, speed, and branded clarity without increasing internal cost or overhead.
Deliver Proactive Strategy. Not Reactive Compliance.
Bring clarity to client tax challenges with an offshore advisory team that works under your name.
End-to-End Tax Planning & Strategy Support for CPA Firms
Strategy-First Tax Planning. Risk Managed. Outcome Optimized.
Our outsourced tax planning solutions support CPA firms from discovery through strategy execution. We begin with a deep analysis of business structure, risk exposure, and regulatory shifts, then craft strategies designed to deliver measurable tax savings across multi-state and international jurisdictions.
Every strategy is supported with documentation, planning briefs, advisory notes, and implementation timelines, branded for your firm and structured to make your team the lead advisor. With our virtual tax advisory for enrolled agents and CPAs, you gain efficiency without losing control.
- Client intake and entity analysis for tax-efficient structuring
- Federal and multi-state tax planning and risk management
- International tax planning and optimization services, including treaty review
- Risk assessments for IRS or foreign compliance issues
- Scenario-based modeling with proactive advisory notes
- Implementation timelines with owner tracking and documentation
- Ongoing monitoring and refinement for year-round results
Whether you're providing strategic tax directions to individuals, corporations, or nonprofits, our remote tax consultation for accounting professionals gives you the flexibility, insight, and scalability needed to lead with confidence.
From Planning to Execution, Delivered for Impact
Scale your tax advisory capacity without scaling headcount with expert outsourced tax planning services for CPAs in the USA.
Hire a Virtual Tax Advisor with Globus Finanza
Expert-Led. Globally Aware. Built for Your Firm.
Our offshore tax planning professionals work directly within your process to provide proactive insights, modeling, and strategy formulation, on demand. Whether for peak season, specialized projects, or year-round engagements, our virtual tax advisory for enrolled agents and CPAs brings advisory capabilities within reach.
- Advisors trained in international and U.S. tax compliance
- Full-time, part-time, or project-based availability
- Tax-efficient structuring for businesses and firms
- IRS tax strategy consulting for accounting firms
- Platform-aligned collaboration and secure communication
Why Choose Globus Finanza for Tax Planning Outsourcing?
Tax advisory should be proactive and not reactive, and that is what we do. We are outsourced tax planning services for CPAs in the USA that are created to assist your firm in leading the conversation with customers, not just following. We combine our knowledge of tax law, entity structuring, and technology workflows to help firm-wide advisory growth without needing new hires.
We tailor our commitment to your delivery model and compliance criteria. Be it multi-state planning, international treaty structuring, or business tax minimization strategies, we assist you with our range of expert services.
- Specialists trained in U.S. and international tax strategy
- Virtual tax compliance solutions for corporations and individuals
- Confidential, encrypted file handling with documented workflows
- Integrated with your software, portals, and SOPs
- Reports delivered under your brand, ready for review
- Up-to-date planning strategies aligned with IRS guidance
- Flexible project scopes with no long-term commitment
Tax Planning That Scales with Your Clients
Deliver smarter tax outcomes with an offshore partner that works as your own.
How We Deliver the Best Tax Planning Support for Your Firm
At Globus Finanza, we apply process accuracy and strategic thought to each tax planning engagement. Our outsourced tax planning and consulting services are crafted for CPA firms who wish to guide clients through forward-thinking planning, not rush during deadlines. Each engagement is designed to be review-ready, collaborative, and audit-safe.
We start with documentation mapping, map into your planning calendar, and provide reports that support both compliance and advisory goals. Continuous feedback loops optimize future engagements and enhance delivery efficiency over time.
- Tax advisory onboarding mapped to your compliance model
- Pre-formatted strategy templates and planning notes
- Planning calendars mapped into your client schedule
- Cross-state and cross-border planning workflows
- IRS-compliant tax strategy consulting
- Advisory delivery and report generation SOPs
- Periodic upgrades based on client or firm requirements
Got a Question?
Frequently Asked Questions
We assist with multi-state business planning, individual tax reduction, international treaty planning, IRS audit risk reduction, and corporate structuring. Every plan is tailored to your client and analyzed under your company's standards.
Yes. Our staff consists of experts in international tax planning and optimization services, including treaty benefits, foreign tax credits, GILTI, BEAT, and controlled foreign corporation compliance. We can also assist in restructuring entities for global efficiency.
Yes. Many CPA firms begin with a single project: a single entity restructuring project or a year-end project, and then expand to a wider ongoing service as required.
We employ encrypted client portals, secure file transfer protocols, and role-based access controls. All communications and documents are treated with utmost confidentiality, complying with U.S. compliance laws and GDPR-comparable protections.
Yes, everything that gets delivered is white labeled. Your logo, formats, and client voice are maintained on all reports, memos, and presentations that we create.
We integrate with your existing tools, whether that’s CCH, GoSystem, ProConnect, or cloud-based client portals. Our team adapts to your workflows, not the other way around.
No, we serve individuals, partnerships, LLCs, and nonprofits as well. Our goal is to empower your firm to deliver advisories across client types, regardless of complexity.
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