SurePrep Outsource Outsourced tax return preparation services Thomson Reuters

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. 1040SCANverify is available as an alternative to full outsourced tax return preparation services and offers accounting basics 80% of the work for 20% of the cost.

Tax Preparation Outsourcing: What You Need To Know

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. It’s a common misconception that all tax outsourcing services are performed outside the United States and that firms only outsource for the offshore cost benefits. The reality is that some 1040 outsourcing services are performed onshore, others are offshore, and some vendors offer both options. An income tax outsourcing provider must use the same tax software as your firm, so most work with multiple software options.

1. Our highly experienced tax preparers help you achieve high tax benefits without stretching out your budget.
2. Aside from consent, cost is the only notable difference between offshore and onshore income tax outsourcing services.
3. Our advanced OCR software extracts data from tax documents like W-2s, 1099s, etc. and our expert staff verify the information.
4. These Pros have the experience and capability to facilitate any scope of work and can use the same software as your firm.
5. Both locations are owned by SurePrep and staffed by SurePrep employees who adhere to the same training requirements and strict security protocols.

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. corporate finance definition We were struggling hard due to meeting tax deadlines and tax season’s pressure on our firm. They have been handling our taxation jobs for many years now and we are confident that we don’t even need to look at that side and we can focus on our core competency. Flawless Outsourced Tax Preparation have kept everything well aligned for us and we love that about this offshore firm.

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.

Supply chain & procurement technology

We make sure the Pros attached to your account are capable of handling your specific needs. Free up time in earnings vs revenue 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.

Premier client services

Work areas are closely surveilled and no mobile devices are permitted. All Outsource staff sign comprehensive non-disclosure agreements. 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. Tax preparation outsourcing with Picnic Tax Enterprise helps you grow your business while enhancing your reputation and brand.

SurePrep was founded as a tax preparation outsourcing service provider in 2002. In subsequent years, we branched into tax automation technology and became a leader in the space. Our tax preparation services have remained a core part of our mission throughout.

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’re the outsourced solution accounting firms, wealth managers, and fintechs trust. You can track the status of each outsourced return as SurePrep prepares it. With the time saved by eliminating preparation, you can concentrate on providing other value-added services to your clients. We provide multiple solutions to maximize your ability to find relief during tax season. 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.