Professional. Scalable. Reliable

Expand Your Firm’s Capabilities with Trusted Global Talent

Upsilon helps CPA firms and businesses across the U.S. expand their capacity and streamline operations through a skilled and reliable global team. Our professionals specialize in tax, accounting, and audit processes, allowing you to focus on growth while we handle the heavy lifting behind the scenes

Work With Us

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.

Why Do You Need Upsilon

Up to 65% cost savings

Shift Focus

Time Zone Advantage

Competitive Edges

Experienced and trusted resources

Extend Your Capacity

About Us


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.

Our Vision

To be the go-to strategic partner for CPA firms seeking high-quality support — delivering consistent value through precision, professionalism, and long-term collaboration.

Our Mission

To deliver accurate, compliant, and timely support tailored to the needs — combining technical expertise, process discipline, and a commitment to excellence in every engagement.

Our Services

Tax

01

  • Preparation and review of individual and business tax returns
  • Organizing source documents
  • Estimates and extension calculation and preparation
  • Notice Response
  • Amendment returns
  • Tax Research Memos

Accounting and Bookkeeping

02

  • Bookkeeping
  • Periodic Reconciliation
  • Monthly reports
  • W-2 Preparation and review
  • Review payroll computations
  • Reconciliation of payroll with books
  • Preparation and review of payroll compliance forms.

Payroll

03

  • Engagement letters
  • Proposal documents
  • Billing Invoices
  • Content for websites
  • Drafting emails/E-newsletters
  • Document management
  • Social media content and maintenance

Auditing and Assurances

04


Certified by