At Upsilon, security is integral to everything we do. We recognize that maintaining trust begins with safeguarding your sensitive information and ensuring operational integrity at every step.
Our robust security framework is validated through internationally recognized certifications including ISO 27001, and CMMI Level 3. These credentials demonstrate our rigorous commitment to secure data management, confidentiality, comprehensive privacy standards, and consistently reliable operational processes.
By upholding these stringent global benchmarks, we proactively reinforce client trust, delivering secure, efficient, and dependable services.
Think of Upsilon as the extra set of hands your firm can trust. Our team fits right into your workflow, keeps you in the loop, and delivers work when you need it most. Whether it’s busy‑season backup or year‑round support, we’ve got your back. Let’s team up to make your days easier and your growth smoother.
At Upsilon, we believe that firms grow best when they’re free to focus on clients, not caught up in back office pressure. That’s why we built a delivery model that brings you the best of both worlds: deep tax expertise and a globally capable team that works as an extension of your own. From complex taxes to day-to-day bookkeeping, we provide the structure, skill, and support you need to scale with stability. Trusted by U.S. CPA firms and businesses alike, Upsilon is here to help you do more with less friction.
To be the go-to strategic partner for CPA firms seeking high-quality support, delivering consistent value through precision, professionalism, and long-term collaboration.
To deliver accurate, compliant, and timely support tailored to the needs, combining technical expertise, process discipline, and a commitment to excellence in every engagement.
Individual Tax Returns (Form 1040)
Corporate & Partnership Returns (Forms 1120, 1120S, 1065)
Nonprofit Tax Returns (Form 990, 990-EZ, 990-PF)
Trust & Estate Returns (Form 1041)
Workpaper Compilation & Source Document Management
E-filing Support & Final Review Prep
Daily, Weekly, and Monthly Bookkeeping
Bank & Credit Card Reconciliations
Accounts Payable & Receivable Support
General Ledger Maintenance
Financial Statement Preparation
QuickBooks & Xero Proficiency
Payroll Runs (Weekly, Biweekly, Monthly)
Payroll Tax Filings: Federal, State, Local
W-2, W-3, and 1099 Year-End Reports
PTO Tracking & Accrual Management
Payroll Journal Entries & GL Syncing
Benefit Deductions, Garnishments, and Adjustments
Trial Balance Tie-Outs & Lead Schedules
PBC (Prepared By Client) List Coordination
Fixed Asset & Depreciation Schedules
Analytical Review Procedures
Financial Statement Drafting Assistance
Internal Control Documentation
