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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 Quietly Extends Form 1042 E-Filing Exemption for U.S. Withholding Agents

The IRS announced an extension to the exemption for domestic withholding agents to file Form 1042 electronically. Learn more about Form 1042.

Illinois Legislature Expands State’s Suite of Tax Incentive Programs – What Changed?

Explore Tax Incentive Programs designed to reduce tax burdens for businesses in Illinois. Learn about EDGE, REV, and MICRO incentives.

House Releases New Updates to Tax Proposals for Ways and Means Markup

The recent tax proposal promises changes to existing laws. Gain insights into how this impacts individuals, businesses, and estate planning.

Tariffs and Inflation: LIFO Considerations and Tax Strategies

The LIFO method can help mitigate cash-flow pressures brought on by tariffs. Learn how CBIZ can help your business with LIFO implementation.

New York City Taxes: Traps for the Unwary

Discover key insights into New York City taxes, including corporate (BCT & GCT), unincorporated business (UBT), and commercial rent tax (CRT).

Maryland Legislature Passes Tax Law Changes

On April 7, the Maryland legislature passed House Bill 352 and if enacted the bill will create several tax law changes in the Old Line State.