This will help you receive tailored proposals that address your exact needs. With Taxfyle’s Premier Client Services, your information is encrypted. Our platform manages the database to maintain SOC 2 compliant controls with data security, information policy, and compliance requirements.

Expert staff, experience, and trust

Both onshore and offshore offices follow strict security protocols, including monitored premises, locked terminals, no-cellphone policies, and employee rationalizing fraud background checks. For businesses, they manage corporate tax returns (Form 1120) and partnership tax filings (Form 1065), ensuring accurate reporting and allocation of income and deductions. Corporations’ benefit from specialized services for Form 1120S, addressing their unique filing requirements. SurePrep’s outsourced tax preparation services can help your firm prepare more returns without adding staff.

Embrace these strategies to enhance your financial operations and drive greater success in your business. Robust data security measures are essential when outsourcing tax preparation. Inquire about the provider’s data protection protocols to ensure your financial information is secure. Our onshore facility is located in Irvine, California and our offshore facility is located in Mumbai, India.

Full outsourced tax return preparation services

1. They vary in experience and specialty, but on average, they have approximately 12 years of experience.
2. Additionally, outsourcing providers manage payroll tax returns (Forms 940 and 941) to ensure compliance with federal and state payroll obligations.
3. Tax preparation outsourcing with Picnic Tax Enterprise helps you grow your business while enhancing your reputation and brand.

Ask detailed questions about their encryption practices, data storage solutions, and how they maintain confidentiality to protect against unauthorized access and breaches. On-demand, U.S.-based accountants to help increase your capacity and expedite your turnaround times. They vary in experience and specialty, but on average, they have approximately 12 years of experience.

When you outsource with us, your firm can breathe a sigh of relief during tax season. Professional tax preparers use rigorous error-checking processes, which enhances accuracy and minimizes costly mistakes. Outsourcing gives you access to tax professionals with specialized knowledge. These experts are well-versed in complex tax laws and regulations, ensuring that your tax filings are accurate and up-to-date. Maximize the value of your firm’s investments by leveraging Taxfyle’s domestic outsourcing service.

Both locations are owned by SurePrep and staffed by SurePrep employees who adhere to the same training requirements and strict security protocols. Whether you choose onshore or offshore, you’ll enjoy the same turnaround time and high accuracy. SurePrep has provided onshore and offshore income tax outsourcing since 2002. Firms that provide additional services like retirement and financial planning have always collected 7216 signatures. SurePrep has processed hundreds of thousands of outsourced returns since the 7216 language change in 2014, and our clients have reported little effect. Most firms send the 7216 consent form along with the Engagement Letter and receive a signature without issue.

Address staffing shortages

Address any issues promptly and make necessary adjustments to improve the outsourcing relationship. Regular monitoring will help maintain high standards and address any problems before they escalate. The more detailed and diverse your tax situation, the more specialized the provider should be to ensure all aspects are accurately addressed. Assess the complexity of your tax situation by examining your sources of income, available deductions, and potential credits. If your tax scenario involves multiple income streams, intricate deductions, or unique credits, you’ll need a provider skilled in handling such complexities.

What is the difference between offshore and onshore outsourcing?

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.

SurePrep offers a unique partial outsourcing option called 1040SCANverify. Our advanced OCR software extracts data from tax documents like W-2s, 1099s, etc. and our expert staff verify the information. Your firm receives fully organized workpapers and clean data that is ready for export to tax software. This service eliminates up to 80% of the work for just 20% the cost of full preparation outsourcing.