All SurePrep outsourcing staff are required to complete a comprehensive 10-week training program. The training consists of classroom sessions, group discussions, and testing. 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.
Additional security features such as anomaly detection safeguard our professionals and customers. 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.
Augment your firm with Taxfyle’s award-winning platform
Flawless Outsourced Tax Preparation have kept everything well aligned for us and we love that about this offshore firm. Remember to maintain regular communication and monitor performance to address any issues promptly. Providers assist with property tax filings, handling the preparation and submission of forms related to property taxes for both residential and commercial properties.
Legal data & document management
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. Outsourcing tax preparation offers numerous benefits, including cost-efficiency, time savings, specialized expertise, improved accuracy, and access to advanced technology. By carefully selecting a provider and following best practices for successful outsourcing, you can streamline your tax processes and focus on core business activities. This collaboration not only minimizes the risk of errors but also allows in-house teams to focus on their core competencies.
Security and Discretion
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. 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. By adhering to these guidelines, you can maximize the advantages of outsourcing tax preparation and achieve a more efficient and accurate tax management process.
Complete outsourced tax return preparation services
- It’s standard best practice to verify OCR data for accuracy after scanning tax documents.
- This service eliminates up to 80% of the work for just 20% the cost of full preparation outsourcing.
- Whether your firm wants to grow its practice or simply combat workload compression, our full-time staff of trained professionals provides year-round assistance.
- Some firms keep an onshore option on deck for an additional fee in the unlikely event that a client remains resistant.
Choose the provider that best meets your needs and offers the best value for your investment. Find reputable and experienced tax preparation providers through various methods, such as industry recommendations, online reviews, or professional networks. Use resources like industry associations, forums, and comparison websites to gather information and identify potential candidates. 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. You can track the status of each outsourced return as SurePrep prepares it.
We make sure the Pros attached to your account are capable of handling your specific needs. Free up time in your firm all year by contracting monthly bookkeeping tasks to our platform. Save more by mixing and matching the carrying value how to calculate carrying value definition formula bookkeeping, tax, and consultation services you need. Set your business up for success with our free small business tax calculator.