Need More Capacity Before the Next Deadline Arrives?

Your team is already stretched. Hiring takes months. Busy season doesn't wait.
We help CPA & EA Practices add experienced tax and accounting capacity—inside your systems, following your processes, and delivering review-ready work.

Brands we've worked with

Sound Familiar?

How our Amazon agency experts help grow your brand.

We have a holistic approach to drive traffic to your listing and boost your conversions. By building your PPC campaigns, developing your SEO, enhancing your images, and curating and troubleshooting your catalogs, our Amazon agency strengthens your brand and performance on Amazon.

Full Account
Management
Service

Full Account Management Service

When it comes to managing your Amazon seller or vendor account, we’ve got your back. Our team of Amazon seller experts is here to provide assistance every step of the way. From monitoring your account health to maintaining optimum stock levels, we’ll work closely to ensure your seller central account runs smoothly day and night.

Advertising
Management Service

Advertising Management Service

Are you ready to take your Amazon advertising game to the next level? In the competitive world of e-commerce, effective advertising can make all the difference in boosting your sales and visibility.

Amazon advertising management services are here to help you achieve just that with help from our expert Amazon ads managers!

Troubleshooting

When it comes to managing your Amazon seller or vendor account, we’ve got your back. Our team of Amazon seller experts is here to provide assistance every step of the way. From monitoring your account health to maintaining optimum stock levels, we’ll work closely to ensure your seller central account runs smoothly day and night.

Sound Familiar?

01

The Backlog

Returns are waiting to be prepared, piling up faster than your current team can process them.

02

The Burnout

Managers are reviewing work at night and on weekends, risking burnout of your most valuable staff.

03

The Hiring Trap

You know you need more capacity immediately, but you're not ready for another full-time hire.

Where Is Work Getting Stuck?

Tax Preparation

If tax returns are backing up, we can help prepare 1040s, 1065s, 1120s, 1120-Ss, and more—using your software, workpapers, and review process.

Bookkeeping and Accounting

If clients are months behind, we’ll help get books cleaned up and reconciled so your team can focus on higher-value work.

Month & Year End close

If closing the books feels like a monthly fire drill, we’ll help create a consistent, review-ready close process.

One Team. One Workflow. Better Results.

We work inside your systems, follow your processes, and deliver review-ready wrok.
Your Firm
You stay in control.
We work as an extension
of your team.
Secure. Controlled. Compliant.
ISO 27001-Oriented
Encrypted Connections
Role-Based Access
No Data Download
No Process Change
01

CPA or EA FIRM SYSTEM

Work is assigned in your system (Karbon, TaxDome, UltraTax, Drake, CCH, etc.)

02

TaxicMinds Team

Our US tax-trained professionals work in your system remotely. We follow your process, templates and preferences.

03

EA Review & Quality Control

Every deliverable is reviewed through a multi-step quality process led by Hitesh Patel, EA.

04

Review-Ready Delivery

Completed work is delivered in your system with clear notes, flags and support for your review.

Your Systems
FreshBook
QuickBook
Xero
ZOHO Books
WAVE
ULTRATAX Software
What We Do
Tax Preparation
Bookkeeping
Accounting & Month-End Close
The Outcome
More Capacity
On-Time Delivery
Better Margins
Happier Clients

Way CPA & EA Practices Work With Us

You Don’t Need Another Vendor. You Need a Team Behind Your Team.

As CPA and EA practices grow, the challenge isn’t always finding more clients. It’s having dependable preparation capacity behind the scenes—without adding another employee or another layer of management.

That’s why we built the BET (Back Extension Team) model.

Your BET works within the systems, software, and workflows you already use. We follow your firm’s processes, prepare the work to your standards, and return it review-ready—so you remain in control of every client relationship and every final decision.

No new workflow. No disruption. No handholding.

Just dependable execution that strengthens the team behind your practice.

Your Firm. Your Process. Your Clients.

Worried About Client Data? You Should Be.

We take data security as seriously as you do. That’s why every engagement is built on a foundation of strict compliance and access control.

Here's What Happens Next

Discovery

We understand process.
We understand about your workflow, communication preferences, and where our BET can provide the most value.

Discovery Process
Pilot Project

Pilot Project

Experience our BET in action.
We begin with a small engagement, working within your firm's existing systems, procedures, and workflow so you can evaluate our quality and communication firsthand.

Review

Evaluate the experience.
Review the work, provide feedback, and see how our BET fits into your firm's standards and expectations.

Review Phase
Scale Capacity

Scale

Expand with confidence.
Once you are comfortable with our quality and process, we scale our support based on your firm's needs.

No long-term commitment before you've seen our quality.

How We Supports CPA & EA Practices

We work inside your environment and adapt to how your firm already operates.

Why CPS Firms Work With Us

I’m Hitesh Patel, an IRS Enrolled Agent.

I built TaxicMinds after seeing the same challenge across CPA firms again and again:

Good firms weren’t struggling because they lacked clients. They were struggling because they lacked capacity.

As workloads grew, firm owners and managers were spending more time keeping up with preparation and day-to-day execution — leaving less time for review, client relationships, and higher-value work.

That’s where our team comes in.

Today, TaxicMinds works as a back-office extension of CPA firms, supporting tax preparation, bookkeeping, and accounting workflows while firms maintain control over their processes and client relationships.

Our goal is simple: help your firm build dependable capacity without compromising the quality your clients already trust.

Hitesh Patel, EA

What Changed For These Practices

We work in your client's existing accounting platform.

Same principle as our bookkeeping work — no migrations, no preferred platforms. We come to whatever the client uses.
Mid-Market & Enterprise
NetSuite
Sage Intacct
Microsoft Dynamics
Oracle Fusion
SAP Business One
NetSuite
Sage Intacct
Microsoft Dynamics
Oracle Fusion
SAP Business One
NetSuite
Sage Intacct
Microsoft Dynamics
Oracle Fusion
SAP Business One
NetSuite
Sage Intacct
Microsoft Dynamics
Oracle Fusion
SAP Business One
Cloud Platforms
QuickBooks Online
Xero
Sage Business Cloud
QuickBooks Online
Xero
Sage Business Cloud
QuickBooks Online
Xero
Sage Business Cloud
QuickBooks Online
Xero
Sage Business Cloud
QuickBooks Online
Xero
Sage Business Cloud
QuickBooks Online
Xero
Sage Business Cloud
Desktop & Legacy
QuickBooks Desktop Enterprise
Sage 100
Sage 300
QuickBooks Desktop Enterprise
Sage 100
Sage 300
QuickBooks Desktop Enterprise
Sage 100
Sage 300
QuickBooks Desktop Enterprise
Sage 100
Sage 300
QuickBooks Desktop Enterprise
Sage 100
Sage 300
QuickBooks Desktop Enterprise
Sage 100
Sage 300
Reporting & Consolidation
Fathom
Spotlight
Float
Reach Reporting
LiveFlow
Fathom
Spotlight
Float
Reach Reporting
LiveFlow
Fathom
Spotlight
Float
Reach Reporting
LiveFlow
Fathom
Spotlight
Float
Reach Reporting
LiveFlow

Let's Find Out If This Makes Sense For Your Practice

If we’re not the right fit, we’ll tell you.
No pressure. No sales pitch.

Your CPA Firm
You stay in control.
We work as an extension
of your team.
Secure. Controlled. Compliant.
ISO 27001-Oriented
Encrypted Connections
Role-Based Access
No Data Download
No Process Change
01

CPA Firm System

Work is assigned in your system (Karbon, TaxDome, UltraTax, Drake, CCH, etc.)

02

TaxicMinds Team

Our US tax-trained professionals work in your system remotely. We follow your process, templates and preferences.

03

EA Review & Quality Control

Every deliverable is reviewed through a multi-step quality process led by Hitesh Patel, EA.

04

Review-Ready Delivery

Completed work is delivered in your system with clear notes, flags and support for your review.

05

CPA Partner Approval

You review, approve and deliver with confidence.

Your Systems
Karbon
TaxDome
UltraTax
DrakeSoftware
CCH Axcess™
What We Do
Tax Preparation
Bookkeeping
Accounting & Month-End Close
The Outcome
More Capacity
On-Time Delivery
Better Margins
Happier Clients