outsource tax preparation services

It’s time your accounting firm has access to relief from stress and bottlenecks during the busy season. From the ground up, our network of tax accountants is entirely composed of licensed CPAs and EAs. These Pros have the experience and capability what are production costs 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. SurePrep works with over 33,000 tax professionals and in our experience, this problem is almost non-existent.

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Aside from consent, cost is the only notable difference between offshore and onshore income tax outsourcing services. Many firms make the mistake of overestimating client resistance to 7216 consent and pay extra for their assumption. For most practices, there is no reason not to benefit from the cost savings of outsourcing income tax preparation offshore.

outsource tax preparation services

Outsourcing income tax preparation next season? Plan ahead!

As a result, you’ll need a 7216 consent form signature from your clients before outsourcing their returns offshore. Maximize the value of your firm’s investments by leveraging Taxfyle’s domestic outsourcing service. Our skilled professionals are ready to provide your firm with an additional set of hands whenever you need them, ensuring your business runs smoothly and efficiently. Get seasonal tax preparation help to yield high returns and tax benefits now and later. Everything from fees charged to non-billable hours all count when time is limited.

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Contact our team to find out how long are undeposited checks good which of these solutions is right for you or learn more about 1040SCANverify. 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.

Outsourcing even a portion of your workload can help make peak season more manageable. Our staff uses the same tax software as your firm, so you can review it as if your own staff prepared the return. One significant difference between offshore and onshore outsourcing is consent. Section 7216 mandates that taxpayers give consent before their 1040 tax information is disclosed to a third party outside of the United States. In 2014, new Section 7216 language went into effect that required more explicit disclosure.

  1. SurePrep’s outsourced tax preparation services can help your firm prepare more returns without adding staff.
  2. Rarely, the 7216 form may prompt a client to request additional clarification about your data security practices.
  3. Most outsourcing vendors have full preparation as their only level of service, but select vendors offer partial outsourcing for OCR data verification only.
  4. From the ground up, our network of tax accountants is entirely composed of licensed CPAs and EAs.
  5. Determine which returns and services can generate the most profit in-house, and consider outsourcing other tax prep work so that you can focus on those activities.
  6. SurePrep was founded as a tax preparation outsourcing service provider in 2002.

Our advanced OCR software extracts data from tax documents like W-2s, 1099s, etc. and our expert staff verify the information. Your firm receives fully organized workpapers and clean data that is ready for export to tax software. This service eliminates up to 80% of the work for just 20% the cost of full preparation outsourcing. Our verified reviews highlight why 1040SCANverify is SurePrep’s most popular and fastest-growing option.1040SCANverify is our most popular and fastest-growing option.

Staff must periodically complete refresher programs to stay up to date with changing policies and procedures. We set high standards for accuracy and continuously monitor performance. 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. On-demand, U.S.-based accountants to help increase your capacity and expedite your turnaround times.

Drop us a line and someone from our sales team will get quickbooks hosting back to you. To learn more about solutions that support Firm Management visit the links below. Interested in learning more about what Picnic Tax can do for you? We verify each Pro to make sure their license is valid and in good standing. Taxfyle uses CPA Verify to verify each CPA that is in our network as well as the IRS’s publicly available list of EAs to verify their statuses. Set your business up for success with our free small business tax calculator.