Outsourced Tax Preparation Services by SurePrep

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. 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. Both onshore and offshore offices follow strict security protocols, including monitored premises, locked terminals, no-cellphone policies, and employee background checks. An income tax outsourcing provider must use the same tax software as your firm, so most work with multiple software options.

1. Outsourcing even a portion of your tax preparation workload can help make peak season more manageable.
2. Outsourcing tax preparation services encompasses a range of offerings tailored to meet diverse tax needs.
3. With “Accounting outsourcing services” you can trust that your non-profit organization’s financial matters are in capable hands.

Outsource is available for firms using these Thomson Reuters solutions

We’ll discuss what it is, who needs it, offshore vs. onshore options, and full vs. partial outsourcing. Picnic Tax provides ongoing tax support, including quarterly filings, year-end tax preparation, and proactive tax planning. Our CPAs offer continuous advisory services to help your business stay compliant and financially optimized year-round. 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.

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Developing a tax return outsourcing strategy involves careful planning to align with your business objectives. Start by defining your needs and financial terms, ensuring the arrangement meets your goals and budget. Choose an engagement model that offers the right balance of cost and control and evaluate potential risks with mitigation strategies in place to safeguard your business. 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.

Intuitive online experience

Contrary to popular belief, data security is robust, costs can be lower than in-house management, and you can maintain control through clear agreements. Clients extraordinary items on income statement typically accept outsourcing when it improves service quality, and outsourcing tax preparation is entirely legal as long as providers comply with relevant laws and regulations. Outsourcing tax preparation offers numerous benefits, including cost-efficiency, time savings, specialized expertise, improved accuracy, and access to advanced technology.

Outsourcing tax preparation services encompasses a range of offerings tailored to meet diverse tax needs. Providers typically handle individual tax returns by preparing Form 1040 and related schedules, ensuring compliance with IRS regulations. This might include individual tax returns, corporate returns, or payroll taxes. Clearly outlining these tasks will help you find a provider who can handle your specific requirements effectively.

SurePrep Outsource

We offer a wide range of services, including bookkeeping, financial statement preparation, tax compliance, payroll processing, and more. This collaboration not only minimizes the risk of errors but also allows in-house teams to focus on their core competencies. Furthermore, outsourced providers often utilize advanced technology, streamlining processes and improving overall productivity.

We make sure the Pros attached to your account are capable of handling your specific needs. Ask detailed questions about their encryption practices, data storage solutions, and how they maintain confidentiality to protect against unauthorized access and breaches. Picnic can handle anything from a simple W-2 with the standard deduction to very complicated tax situations. Our goal is to make things easy for you no matter how complicated your tax situation is.

Embrace these strategies to enhance your financial operations and drive greater success in your business. When selecting an outsourcing provider, scrutinize their qualifications and experience. Look for professionals with a proven track record in tax preparation, and check if they have expertise specific to your industry. In the fast-paced field of IT, we offer specialized accounting services that recognize the unique challenges and opportunities within this sector.