You Send
At close of business, upload source documents or assign returns in your workflow system.
Anviva is an India-based tax preparation team that works only for US accounting firms. We work inside your software, under your brand, and we never contact your clients.
At close of business, upload source documents or assign returns in your workflow system.
India is 9.5 to 10.5 hours ahead of US Eastern time, so our workday runs while your office is closed. A preparer builds the return and workpapers, then a second reviewer checks the file and clears e-file diagnostics.
You open a review-ready return with an open-items list and notes on every assumption. Your reviewer raises notes and we clear them. Your firm signs and files.
Standard returns sent by close of business are ready when your day starts. Complex returns get a committed date at intake.
Form 1040 and schedules, including rental, self-employment and investment income, plus state returns.
Form 1065 and K-1s, from trial balance to completed return, with book-to-tax adjustments.
Form 1120-S and K-1s, with shareholder basis schedules organized for review.
Form 1120 with Schedule M-1 or M-3 reconciliation and fixed asset schedules.
Also available, scoped on request: trusts and estates, exempt organizations, multi-state returns, extensions and estimates, workpaper preparation and bookkeeping clean-up.
We have no direct-to-taxpayer business, and we never contact or solicit your clients.
Standard returns are ready when your day starts. Complex returns get a committed date at intake, and we tell you early if a file is at risk.
The same preparers handle your files each season and learn your preferences. You get one point of contact and a daily status report.
Begin with a 5-return pilot. If a return has a preparation error, we correct it at no charge. Per-return work has no minimum commitment.
A firm can go from first call to live work in about 2 weeks.
We learn your return mix, software, volume and pain points.
We sign an NDA and service agreement and complete your security questionnaire.
You set up user access while we document your preferences, checklists and workpaper format.
We prepare five returns of your choice so you can judge the quality before you commit.
Your designated preparers start under the agreed model, with weekly check-ins.
A structured, quality-focused process designed to keep every tax return moving smoothly.
You upload source documents or assign returns in your workflow system.
Our preparer builds the return and workpapers and completes a self-review checklist.
A second reviewer checks the file and clears e-file diagnostics.
You receive the return with an open-items list and notes on any assumptions.
Your reviewer raises review notes; we clear them within 1 business day.
Your firm signs and files the completed return.
We work inside your hosted tax software or remote desktop. Client files are not downloaded to or stored on our devices.
Unique logins, multi-factor authentication and least-privilege access. Access is removed the same day a team member leaves your account.
Company-managed, encrypted laptops, background-checked staff and signed confidentiality agreements.
We support your IRC Section 7216 consent process and your FTC Safeguards Rule vendor due diligence.
Most firms begin with a pilot, move to per-return work, and add a seat once volume is steady. Pricing is fixed and agreed up front.
Judging our quality before you commit
Five returns of your choice, then you decide
Uneven volume, or trying offshore support
Fixed fee per return by complexity tier, no minimum commitment
The January to April and August to October peaks
Fixed monthly fee for the booked season
Steady work all year
Fixed monthly fee per named preparer at 40 hours a week, 3-month minimum
Filing season opens in late January. We train each preparer on your software, checklists and workpaper format before the first return arrives.
Tell us your return mix, software and volume. We will tell you honestly whether Anviva is a fit, and what a 5-return pilot would look like for your firm.
Book a 20-minute callOr email info@anvivatax.com