If you have decided to add capacity through an India-based preparer, the only questions left are practical: how do you get a good one, and how fast? Here is what the process looks like when it is done right.
Start With What You Need
Define the role precisely: which forms (1040, 1065, 1120, S-Corp, multi-state), what volume, which software, and whether you want a dedicated preparer or seasonal support. The clearer the need, the better the match.
Vetted Before You Meet Them
A strong preparer is pre-screened and assessment-verified in the specific forms you need before they ever reach you. You review verified scores and relevant experience, then interview the actual person — no anonymous queue.
Trained for US Tax and Your Software
The right candidate is already trained in US tax law and fluent in your platform — UltraTax, Drake, Lacerte, CCH, and more — so onboarding is about your clients and standards, not the basics.
Placed Fast
Because sourcing, vetting, and training are already handled, placement happens in a fraction of the time a local search takes — often days rather than months. You add real capacity without the recruiting grind.
What You Get on Day One
- dedicated, named preparer who works only for your firm
- erified US tax skills and software fluency
- verlapping hours and integration into your workflow
- cost structure that protects your margins
How to Confirm It Is the Right Fit
- Review the candidate's verified assessment scores.
- Run a short paid test return and have your reviewer grade it.
- Interview them on real scenarios.
- Start with a pilot batch, then scale.
The Outcome
Within days, you have a vetted, trained, dedicated tax preparer contributing to your firm — lifting your capacity ceiling and freeing your local team for higher-value work. Book a discovery call and get matched with the right preparer for your practice.