Survive Tax Season. Hire a Tax Prep VA.
Stop chasing clients for missing W-2s and doing manual data entry. Hire a vetted Tax Virtual Assistant to organize documents, manage your client portal, and prep files—overseen by a dedicated Project Manager at no extra cost.
Practice Management
Tax Season Pipeline
John Doe (1040)
Missing 1099-INT
Sarah Miller (1120S)
Data Entry Complete
Acme Corp
Form 8879 Sent
Files Prepped
42
This WeekClient Emails Sent
156
Proficient in Top Tax & Accounting Software
Stop Doing Admin. Start Advising.
CPAs and Enrolled Agents should spend their time reviewing returns and advising clients—not sorting shoe-boxes of receipts. Let a specialized VA handle the tax prep back-office.
Document Organization
Downloading client uploads from TaxDome/ShareFile, sorting disorganized PDFs, categorizing receipts, and creating clean digital binders for the CPA.
Tax Software Data Entry
Typing W-2s, 1099s, K-1s, and basic demographic data directly into Drake, ProConnect, or Lacerte so the return is 80% ready when you open it for review.
Chasing Missing Documents
Relentlessly (but politely) emailing and calling clients who forgot to upload their spouse's W-2 or their final brokerage statement.
E-Signatures & Assembly
Formatting the final tax return package, routing Form 8879s via DocuSign, and following up until the client signs so you can actually e-file.
Pre-Tax Bookkeeping
Performing basic bank reconciliations in QuickBooks Online or Xero, categorizing expenses, and generating clean P&L reports to prepare business clients for tax filing.
Inbox & Schedule Management
Filtering out the "Is my return done yet?" emails, scheduling tax strategy calls on your calendar, and managing your general firm inbox.
Single Point of Contact
Explain your firm's workflow to your PM; they assign the VA and handle daily management.
Scalable For Busy Season
Scale up hours in February, and scale down in May. No rigid salary commitments.
Centralised Tracking
Transparent shift reports show exactly how long data entry or document sorting took.
Quality Assurance
Your PM audits data entry inputs against source documents before you review the return.
Scale Your Accounting Firm Without Local Overhead
Hiring a local admin assistant for just 3-4 months of tax season is nearly impossible. Keeping them year-round ruins your margins.
With Sagedoer, you partner with a specialized Tax Prep VA overseen by one dedicated project manager. We take over recruitment, software calibration, and operational QA—protecting your clients' data at absolutely no extra charge.
- Up to 70% Operational Savings vs local hires
- Zero Wasted Time on recruitment testing
- Faster turnaround for client tax returns
How Our Managed Tax Operations Work
Four straightforward steps to delegating your tax back-office.
Submit Requirements
Share your specific tax software, practice management tools (e.g., TaxDome), and workflow SOPs.
Establish Strategy
Our PM reviews your firm's processes, establishes secure access protocols, and briefs the assigned VA.
Expert Execution
Your PM supervises the VA to chase documents, perform data entry, and prep files for your final review.
Billed For Output
We track and charge solely for active administrative hours. PM Quality Assurance is completely free.
The Smart Choice for Accounting Firms
| Feature | Freelance Marketplaces |
THE SMART CHOICE
Sagedoer
|
|---|---|---|
| Platform Markups & Fees | Up to 40% hidden billing, escrow, and membership costs | 0% Platform fees. Pay strictly for active task hours. |
| Task Management | You must manage timelines, assign tasks, and train the VA directly | Dedicated Project Manager handles workflow and VA alignment. |
| Quality Assurance | You have to hunt down missing W-2 data entries yourself | Project Manager audits data entry against source docs before delivery. |
| Deployment Acceleration | Weeks wasted interviewing to find someone who actually knows TaxDome | Instant deployment. We assign a pre-vetted admin assistant immediately. |
| Continuity | If a freelancer quits mid-April, your tax season is ruined | Seamless internal backup coverage. Zero missed deadlines. |
Simple, Transparent Pricing
Scale your firm's capacity without expensive local payroll. Scale up during tax season and scale down in the summer. Pay strictly for productive hours.
Part-Time
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for active operational hours
- Dedicated Project Manager included
- Free management supervision & QA
- Zero setup or recruitment fees
- No lock-in monthly memberships
Full-Time
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Pay only for active operational hours
- Dedicated Project Manager included
- Free management supervision & QA
- Zero setup or recruitment fees
- No lock-in monthly memberships
Rated 5.0 by CPAs & Accounting Firms
Michael B., CPA
Managing Partner
"Data entry into Lacerte was killing our margins. Sagedoer's VA handles all the upfront typing and document organization in TaxDome. Having the Project Manager QA the W-2 entries for free is massive. We doubled our output this season."
Sarah J., EA
Solo Practitioner
"Chasing clients for missing 1099s and signed Form 8879s is the worst part of my job. Now, my dedicated VA politely hounds my clients until we have everything. It saves me 15 hours a week easily."
David L.
Accounting Firm Owner
"We needed help with pre-tax bookkeeping. Our Sagedoer VA goes into QuickBooks, reconciles the banks, and gets the P&L ready for tax prep. Bypassing Upwork fees to get this caliber of talent is incredible."
Michael B., CPA
Managing Partner
"Data entry into Lacerte was killing our margins. Sagedoer's VA handles all the upfront typing and document organization in TaxDome. Having the Project Manager QA the W-2 entries for free is massive. We doubled our output this season."
Sarah J., EA
Solo Practitioner
"Chasing clients for missing 1099s and signed Form 8879s is the worst part of my job. Now, my dedicated VA politely hounds my clients until we have everything. It saves me 15 hours a week easily."
David L.
Accounting Firm Owner
"We needed help with pre-tax bookkeeping. Our Sagedoer VA goes into QuickBooks, reconciles the banks, and gets the P&L ready for tax prep. Bypassing Upwork fees to get this caliber of talent is incredible."
Frequently Asked Questions
It is important to clarify that our VAs act as Administrative and Data Entry Specialists, not signing CPAs. They are highly trained in navigating software like Drake, Lacerte, and ProConnect, and know exactly how to input W-2s, 1099s, and basic schedules. However, they do not provide tax advice. Their job is to prep the file so you (the professional) can review, adjust, and sign it.
Security is our top priority. Our VAs operate strictly within your secure, encrypted cloud environments (like TaxDome, Canopy, or secure remote desktop setups). We maintain strict internal data privacy protocols (clean desk policies), and because we track all time and activity via our management software, you have complete transparency over data access.
Yes. We understand the seasonality of tax preparation. You can scale up to full-time (40+ hours) during the busy season (Jan-April), and easily scale down to part-time or pause during the summer months. There are no rigid, long-term salaried contracts.
No. Sagedoer's pricing model is entirely based on logged work hours ($6-$7/hr). Standard setup, software familiarization, and the QA oversight by the Project Manager (like spot-checking data entry against source documents) are completely free.
Ready to crush tax season?
Stop losing your valuable advisory time to manual data entry and document chasing. Reach out to Sagedoer today, and we'll instantly align a specialized Tax VA to your firm.
Inquire About Tax Admin Ops
Fill out the form below, and our project manager will coordinate your firm's workflow promptly.