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. Finding qualified staff can be difficult—and training new hires while tax season ramps up is even more inconvenient.
Product & service classification
If you’re considering income tax outsourcing, you’ll find the information you need here. We’ll discuss what it is, who needs it, offshore vs. onshore options, and full vs. partial outsourcing. SurePrep has provided onshore and offshore income tax outsourcing since 2002. To learn about our pricing and availability, please contact sales. SurePrep’s outsourced tax preparation services are available year-round.
Everything from fees charged to non-billable hours all count when time is limited. 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. Implement our API within your platform to provide your clients with accounting services. We adhere to stringent quality checks, utilize advanced software, and keep abreast of the latest tax regulations to ensure precise, high-quality work for every client. The first step is for OBS staff to login remotely into the tax software that our client is using through a secure encrypted link.
Premier client services
- The tax preparer also shares the review notes, annotated source documents, tie-outs, and work papers with the onshore team.
- Our preparers in California and India are SurePrep employees who undergo the same rigorous training.
- If you’re considering income tax outsourcing, you’ll find the information you need here.
Outsourcing tax preparation to an experienced team with quick turnaround time helps you prepare more returns without hiring additional team members. We 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. Firms that provide additional services like retirement and financial planning have always collected 7216 signatures.
We offer top-tier outsourced tax preparation to CPAs, EAs, Accounting and Tax Firms across the USA. We provide year-round and year-end Outsourced Tax Preparation Services to meet your tailored need for accounting and taxation resources. Our highly experienced tax preparers help you achieve high tax benefits without stretching out your budget. Our CPA tax preparation services eliminate complexity and resources otherwise get engaged in matching tax details and preparing returns for clients.
SurePrep Outsource
They should have a history of providing accurate and legal tax services as well as expertise working with CPA companies. To establish a solid and trustworthy alliance, it is also crucial to evaluate their technology infrastructure, data security protocols, and industry reputation. Rarely, the 7216 form may prompt a client to request additional clarification about your data security practices.
OBS takes pride in delivering accurate and high quality 1099 filing services, offering a flexible and competitive pricing structure. Most outsourcing vendors have full preparation as their only level of service, but select vendors types of accounting methods 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. Outsourcing income tax preparation is a powerful way to supplement your 1040 practice.
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