SurePrep’s outsourced tax preparation services can help your firm prepare more returns without adding staff. 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. Outsourcing is the practice of hiring a third party to handle work that would otherwise be done internally. When outsourcing income tax preparation, your firm what is cost of goods sold flexes the preparation work to an external tax professional, who sends back a fully prepared 1040 return. A good outsourcing service offers a smooth, standardized workflow that makes their preparers feel like an extension of your own staff.
We use our own industry-leading technology to prepare returns and pass the time savings to our clients. 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.
- We offer top-tier outsourced tax preparation to CPAs, EAs, Accounting and Tax Firms across the USA.
- Whether you need a straightforward approach or want to work with the Pros more closely, your sales representative can help you find the right fit.
- It’s standard best practice to verify OCR data for accuracy after scanning tax documents.
- On-demand, U.S.-based accountants to help increase your capacity and expedite your turnaround times.
- Our staff uses the same tax software as your firm, so you can review it as if your own staff prepared the return.
Outsourcing income tax preparation next season? Plan ahead!
It’s an economical option for firms that need a middle ground between full outsourcing and in-house services. SurePrep has provided onshore and offshore income tax outsourcing since 2002. We offer both full-preparation and OCR verification outsourcing. To learn about our pricing and availability, please contact sales.
Reap Max Benefits
Outsourcing even a portion of your tax preparation workload can help make peak season more manageable. Our staff uses the same tax software financial statement as your firm, so you can jump right into review as if your own staff prepared the return. 1040SCANverify is available as an alternative to full outsourced tax return preparation services and offers 80% of the work for 20% of the cost.
Step 4: Review & Submit
We make sure the Pros attached to your account are capable of handling your specific needs. Free up time in your firm all year by contracting monthly bookkeeping tasks to our platform. Save more by mixing and matching the bookkeeping, tax, and consultation services you need.
Rarely, the 7216 form may prompt a client to request additional clarification about your data security practices. A reputable income tax outsourcing service will have clear and transparent documentation about their security protocols. Some firms keep an onshore option on deck for an additional fee in the unlikely event that a client remains resistant. SurePrep offers both onshore and offshore outsourced tax preparations services.
Payroll, compensation, pension & benefits
Most firms send the 7216 consent form along with the engagement letter and receive signatures without issue. In the rare case that a client raises an objection, that client’s return can simply be processed in our onshore facility. The security of taxpayer information is as important to us as it is to you. All SurePrep data centers and cloud services are SOC 2 Type 2 and SSAE 16/18 certified. 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. All Outsource staff sign comprehensive non-disclosure agreements. We omni calculator logo are one of those firms that like to invest in tax planning along with preparation, but a shortage of time and sufficient resources often hit us hard. They have extensive experience, and they are always updated with the latest compliances to help us maximize return benefits. We are always ready before the time to file the return and we always have accurate data within our reach. Tax preparation outsourcing with Picnic Tax Enterprise helps you grow your business while enhancing your reputation and brand.