US federal and state returns
Forms 1040, 1041, 1065, 1120, 1120-S and 990, with multi-state apportionment and K-1 packages.
Service practice
Tax Preparation & Compliance
Busy season capacity you can switch on. We prepare, you review and sign.
Tax season rarely fails because of talent. It fails because preparation hours compress into a few short months while partner review time stays constant. Globex adds elastic preparation capacity so your partners spend their time on review, planning and client conversations.
We prepare inside your tax software under your firm's master file, follow your workpaper indexing and your tick-mark conventions, and return a file your reviewer can open without translation. Open points come back as a structured query sheet rather than scattered emails.
Season model
Capacity is reserved ahead of the season. You tell us expected return volumes by form type, we lock the headcount, and we run a calibration batch before live work begins so the team is already matched to your standard.
Scope
What this practice actually covers.
UK, Canada and Australia
SA100, SA800, CT600, T1, T2 and Australian ITR and BAS prepared to local standards.
Workpaper preparation
Indexed, cross referenced lead schedules built the way your reviewers expect to find them.
Extension and estimate management
Extension batches, quarterly estimates and safe harbour calculations tracked on a shared board.
Notice and amendment support
Tax authority notice responses drafted, amended returns prepared and tracked to resolution.
Structured review queries
One query sheet per return, answered inline and versioned, instead of a mail thread nobody can audit.
Onboarding
How this engagement gets off the ground.
01
Discovery and scoping
A working session rather than a sales call. We map your current workflow, volumes, software, review standards and the specific bottleneck you want gone.
02
Role design and costing
You receive a written role scorecard, team structure, shift plan and a transparent monthly cost with nothing hidden below the line.
03
Sourcing and your interviews
We screen for technical skill, communication and culture, then present a shortlist per role. You interview. You decide. Nobody is placed without your approval.
04
Secure onboarding
Access provisioning under your IT policy, confidentiality agreements, security training, software certification and a documented calibration batch before any live file is touched.
05
Go live and parallel run
The first period runs in parallel with your existing process. Output is compared, gaps are closed, and handover completes only when your reviewer signs off.
06
Manage, review and scale
A named practice manager, a monthly service review against agreed service levels, quarterly capacity planning and a backfill commitment written into the contract.
Questions
About tax prep, specifically.
Anything not covered here gets a direct answer within one business day, from the practice lead rather than a sales desk.
Preparers work on locked down virtual desktops with no local storage, no removable media, no printing and no personal device access. Sessions are logged and the logs can be made available to your IT team.
Turnaround is agreed per form type during scoping and written into the engagement, rather than quoted as a blanket figure. Simple individual returns move fastest; consolidated corporate returns with multi-state apportionment take longest.
Yes, though the calibration batch compresses. Firms that onboard late usually start with extensions and simpler returns while calibration completes.
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Clean, reconciled, review ready books every month, closed on a calendar you set rather than one we invent.
01
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Multi-state, multi-entity payroll run on time, filed on time, and reconciled to the general ledger every cycle.
02
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Accounts Payable Management
Invoice capture through to payment run, with three-way matching, approval routing and a vendor master that stays clean.
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Next step
Ready to build your offshore finance team?
Tell us what your firm is struggling with. We will map the roles, show you the cost model and give you a shortlist to interview. No retainer, no obligation.
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Confidentiality agreement signed before any data is shared.