Outsourced Tax Preparation Services for Enterprises

These Pros have the experience and capability to facilitate any scope of work and can use the same software as your firm. When you outsource with us, your firm can breathe a sigh of relief during tax season. There is a common misconception that 7216 consent causes friction with 1040 clients.

Purchase Blocks of Jobs

When outsourcing income tax preparation, your firm flexes the preparation work to an external tax professional, who sends back a fully prepared 1040 return. A good outsourcing service offers a return on assets roa formula calculation and examples smooth, standardized workflow that makes their preparers feel like an extension of your own staff. SurePrep offers both onshore and offshore outsourced tax preparations services. Our preparers in California and India are SurePrep employees who undergo the same rigorous training.

Our outsourcing services have been around longer than any competitor’s. Some of the world’s largest CPA firms trust our experience and use our services. SurePrep’s outsourced tax preparation services can help your firm prepare more returns without adding staff. Whether your firm is looking to grow its practice or simply combat workload compression, our full-time staff of trained professionals is fixed asset a current asset in business is here to provide year-round assistance. Our outsourced tax preparation services can help your firm prepare more returns without adding staff. Whether your firm wants to grow its practice or simply combat workload compression, our full-time staff of trained professionals provides year-round assistance.

They vary in experience and specialty, but on average, they have approximately 12 years of experience. We make sure the Pros attached to your account are capable of handling your specific needs. Drop us a line and someone from our sales team will get back to you. The accountant shortage is still causing misery for CPAs right across the country, and it’s hard to view this as being anything other than yet…

Firms that provide additional services like retirement and financial planning have always collected 7216 signatures. SurePrep has processed hundreds of thousands of outsourced returns since the 7216 language change in 2014, and our clients have reported little effect. Most firms send the 7216 consent form along with the Engagement Letter and receive a signature without issue. Firms of all sizes understand the hectic and stressful nature of tax season. Outsourcing even a portion of your tax preparation workload can help make peak season more manageable.

Trial readiness, process & case guidance

Industry standard data security ensures client data is not compromised. Your important clients trustyour firm when you take care of their tax returns. Don’t get stressed while experts can handle tax preparation to filling jobs. Tax experts will handle the volume of tax preparation jobs seamlessly. With Taxfyle’s Premier Client Services, your information is encrypted. Our platform manages the database to maintain SOC 2 compliant controls with data security, information policy, and compliance requirements.

Financial planning & analysis

We are always ready before the time to file the return and we always have accurate data within our reach. To ensure that client information does not leave an outsourcing facility, our preparers process returns in a paperless environment without internet access. Workstations only provide inputs for the keyboard, mouse, and screen. Work areas are closely surveilled and no mobile devices are permitted.

1. One significant difference between offshore and onshore outsourcing is consent.
2. Removing the barriers and overcoming the objections that prevent many firms from outsourcing.
3. Most firms send the 7216 consent form along with the Engagement Letter and receive a signature without issue.
4. To learn more about solutions that support Firm Management visit the links below.
5. Free your team to deliver more client value by leaving the routine work to us.

Implement our API within your platform to provide your clients with accounting services. Free up your internal team to deliver greater value to your clients. Outsource your tax submission requirements to us and improve service levels to accounts payable (qanda) boost client satisfaction.