outsource tax preparation

SurePrep’s outsourced tax preparation services are available year-round. Our preparers use CCH Axcess™ Tax, GoSystem Tax RS, Lacerte, UltraTax CS, and Virtual UltraTax CS. SurePrep’s outsourced preparation service includes our award-winning workpaper system, SPbinder. SPbinder’s sign-offs, cross-references, annotation tools, and leadsheets allow you to review your tax workpapers in a completely paperless environment.

Contact our team to find out which of these solutions is right for you or learn more about 1040SCANverify. Most outsourcing vendors have full preparation as their only level of service, but select vendors offer partial outsourcing for OCR data verification only. It’s standard best practice to verify OCR data for accuracy after scanning tax documents. Compared to data entry, OCR verification takes a fraction of the time, but it still pulls preparers away from value-added work. It’s an economical option for firms that need a middle ground between full outsourcing and in-house services.

Data & document management

When you outsource with us, your firm can breathe a sigh of relief during tax season. 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. Our staff uses the same tax software as your firm, so you can jump right into review as if your own staff prepared the return.

  1. Many clients are open to outsourcing, especially when it leads to better service quality and efficiency.
  2. Our staff uses the same tax software as your firm, so you can review it as if your own staff prepared the return.
  3. We are updated with the latest tax laws and ensure that your return is accurate.

Tax Preparation Outsourcing

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. As a result, you’ll need a 7216 consent form signature from your clients before outsourcing their returns offshore.

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 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. Our outsourced tax preparation services can help your firm prepare more returns without adding staff.

Year-round outsourced tax preparation services

Tax preparation outsourcing involves delegating the task of preparing and filing your taxes to a specialized external service posting definition and meaning provider. This approach allows businesses to benefit from expert knowledge and efficient handling of their tax obligations without managing the workload in-house. You can track the status of each outsourced return as SurePrep prepares it.

outsource tax preparation

Reputable outsourcing providers implement stringent security measures to protect your sensitive financial information. This includes advanced encryption, secure access controls, and regular security audits to ensure your data remains safe and confidential. 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.

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