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Tax Outsourcing & Co-sourcing

Address tax talent shortages, manage seasonal workloads, and ensure compliance with CBIZ’s expert tax outsourcing and co-sourcing services.

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Solve Tax Talent & Compliance Challenges

Finding and retaining tax talent is an ongoing challenge. Changes in tax laws and compliance requirements also make strategic planning and risk management more complex. If your tax department is feeling the strain, outsourcing or co-sourcing with CBIZ can provide immediate technical expertise and process efficiencies to keep your operations running smoothly.

CBIZ professionals integrate seamlessly with your team to:

Meet filing deadlines with precision
Adapt to regulatory changes efficiently
Optimize tax planning and strategy
Provide scalable support during busy seasons

Whether you’re facing staffing changes, IPO readiness, M&A transactions, or tax optimization projects, CBIZ helps ensure continuity and compliance.

Enhance Your Team

Bridge the tax talent gap with our outsourcing & co-sourcing solutions

Accounting for Income Taxes

We assist with provision calculations, uncertain tax positions, and financial statement disclosures under ASC 740.

Mergers & Acquisitions Tax Support

Gain insights into M&A tax implications, transaction structuring, and post-acquisition tax integration.

IPO Readiness

Tax Considerations for Going Public.
Prepare for an IPO with tax structuring, SEC reporting compliance, and public-company readiness strategies.

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State & Local Tax Compliance

Our specialists help manage multi-state tax filings, nexus reviews, and state tax optimization strategies.

International Tax Optimization

We assist with transfer pricing, foreign tax credit planning, and cross-border structuring for multinational businesses.

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Flexible Tax Solutions

At CBIZ, we recognize that every organization’s tax needs are unique. Whether you need full outsourcing support or strategic co-sourcing, our professionals bring the specialized expertise and scalable solutions necessary to enhance your tax function’s efficiency and compliance.

Our workpaper templates, automation tools, and structured processes help organizations:

Reduce tax risk and improve reporting accuracy
Identify tax planning opportunities that optimize efficiency
Navigate complex regulatory changes with expert guidance
Handle high-demand periods such as busy seasons, IPOs, and M&A transactions

By partnering with CBIZ, your tax function operates at peak performance, ensuring your team stays ahead of regulatory changes and strategic opportunities.

Insights that Impact

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IRS Reverses Course on New Partnership Disclosures for Basis Shifting

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Mississippi Legislation Phases Out Individual Income Tax, Reduces Sales Tax, & Increases Excise Tax on Fuel

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IRS Provides Tax Relief for Tennessee and Arkansas Residents and Businesses

IRS extends tax deadlines to Nov. 3, 2025, for Tennessee and Arkansas businesses and residents affected by severe weather. Learn about the available tax relief options.

House Approves FY 2025 Budget Resolution: Reconciliation Unlocked for Tax and Spending Legislation

The House FY 2025 Budget Resolution paves the way for new tax and spending reforms. Understand how reconciliation influences economic policy changes.

Alleviating Tariffs With Foreign-Trade Zone and Trade Program Strategies

Enhance your business’s competitiveness by exploring foreign-trade zones and trade program strategies to mitigate tariff impacts, boosting efficiency in 2025.