Tax season capacity fails when prep is anonymous and review queues explode. India prep capacity works when SOPs, naming, and exception rules are designed for your reviewers — not for lowest day rate.
PJRJ does not replace US CPA signing authority. We prep under your brand when white-label is scoped, in the software stacks we agree, with clear boundaries between India prep and US review.
Who this is for
- US CPA firms needing seasonal tax prep overflow
- Practices that want organiser and workpaper capacity year-round
- Firms already using PJRJ for bookkeeping / white-label CAS
- Partners who will not outsource client advice or signing
How we work
- 01
Map return types and review model
Agree which forms and schedules are in scope, what stays with US reviewers, and how incomplete organisers escalate.
- 02
Stand up prep SOPs
Checklist packs, file naming, source document rules, and least-privilege access to portals and workpapers.
- 03
Pilot a cohort then scale
Start with a defined set of returns, measure reopen rate after partner review, then expand only when KPIs hold.
What you receive
- Scoped tax prep support plan
- Organiser and workpaper checklist pack
- Review-ready files for US partner sign-off
- Optional link to bookkeeping / white-label capacity
Common questions
Direct answers for searchers and answer engines
No. US signing and client advice stay with your firm (or your licensed US partners). PJRJ provides prep capacity and India coordination when facts touch India.
Related delivery muscle, different SOP. Bookkeeping is monthly close. Tax prep is organiser-driven packs tied to return types and your review checklist.
Yes. Client-facing brand and review stay yours. Disclose the delivery partner only if your engagement requires it.
WhatsApp +91-8882913461 with return types, software / portal stack, and whether you need seasonal overflow or year-round prep.