The best outsourcing service providers will be cyber essential, ISO certified, and fully compliant with information security. The first step is to ask yourself why you need to outsource and what you seek to achieve via outsourcing. Global FPO specializes in providing top-tier tax outsourcing services to accounting professionals across the USA. Our mission is to deliver cash equivalents definition comprehensive bookkeeping solutions that are perfectly tailored to the unique needs of CPA firms, Enrolled Agents, Bookkeepers, and other accounting professionals. We understand the complexity of this industry and want to help you meet the challenges of. Tax preparation outsourcing can give CPA firms a massive advantage in staying ahead of their competitors.

• They collaborate closely with your business and adhere to the agreed-upon procedures and practices.
• All SurePrep outsourcing staff are required to complete a comprehensive 10-week training program.
• QXAS has built solid expertise in US tax legislation and keeps up to speed with all the changes.
• Our tax preparers are seasoned professionals with 15+ years of expertise in tax regulations and accounting practices.
• At Accounting Outsource Hub, we provide outsourced accounting and bookkeeping services, including tax preparation, to help businesses streamline their operations and focus on their core competencies.
• From keeping track of the changing tax regulations and connecting with clients to assembling the necessary forms and heaves of paperwork, accountants are constantly on their toes.

Their personalized approach, attention to detail, proactive tax planning have not only saved us money but also freed up our time to focus on growing our business. The first step is for OBS staff to login remotely into the tax software that our client is using through a secure encrypted link. A CPA provides business advice and handles complex accounting tasks, while a tax accountant assists in tax payment, filing, audits, and beyond.

Why Outsource Tax Preparation to QXAS?

At the operational level, our strict “no paper, no pen” policy and prohibition of cell phones and USB cables on the floor prevent any unauthorized documentation or data transfer. Access to our premises is exclusively through biometric authentication, ensuring restricted entry to authorized personnel only. Adapt and improve the team as your business evolves by adjusting size and skillsets to match changing needs. 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.

• Our preparers in California and India are SurePrep employees who undergo the same rigorous training.
• At the operational level, our strict “no paper, no pen” policy and prohibition of cell phones and USB cables on the floor prevent any unauthorized documentation or data transfer.
• It can reduce expenses and increase productivity without compromising the quality of work.
• The cost of outsourced tax preparation can vary widely, depending on the complexity of the tax returns and the experience level of the outsourced provider.

Data security and communication barriers are the most common concerns that accounting firms have. But this shouldn’t be a disadvantage if you choose the right outsourcing service provider. When you outsource to a company like QX, comprehensive data security measures will be ensured, and you will also have access to high-quality talent with excellent communication skills. Our tax preparers are seasoned professionals with 15+ years of expertise in tax regulations and accounting practices.

Daniel E. Greene, CPA Firm Achieves $99,000 Cost Savings with QXAS Outsourcing

There is a process and a system built around tax preparation to ensure adequate control, and if you follow the process diligently, you don’t have to worry about losing control. As tax season begins, firms in need of a short-term boost in headcount should consider outsourcing services to increase workload capacity. When faced with staffing disruptions such as unexpected departures or personal leaves, leveraging a pool of accounting-savvy individuals can become a strategic advantage. Yes, we cater to businesses of all sizes, from startups to large enterprises. Our team has the expertise to handle tax preparation requirements across various industries, ensuring personalized and accurate services.

Australia & NZ Services

Engaging in outsourced tax preparation often proves to be cost-efficient for firms looking to leverage specialized tax expertise and technology while managing operational costs. For precise pricing, firms should consult directly with service providers who can offer tailored quotes based on specific needs. An outsourcing service provider should be able to solve your staffing woes by giving you access to highly skilled labor. You need to find out if your outsourcing partner has a dedicated team of experts who are qualified and seasoned professionals with experience in handling tax preparation. The best outsourced tax preparation service providers let you interview and hire preferred candidates.

Tax

We are dedicated to upholding the highest standards of data protection, providing our clients with peace of mind and trust in our services. There is a common misconception that 7216 consent causes friction with 1040 clients. SurePrep works with over 33,000 tax professionals and in our experience, this problem is almost non-existent. Most firms send the 7216 consent form along with the engagement letter and receive signatures without issue. In the rare case that a client raises an objection, that client’s return can simply be processed in our onshore facility.

Having access to additional resources on your side can prevent the internal team from getting overworked. Outsourced tax preparation services will provide complete peace of mind about tax compliance and accurate tax estimation. It helps solve your staffing issues, and your firm doesn’t have to turn away profitable work during the bust tax season. The main advantage is that you will have access to a higher level of expertise. By outsourcing tax preparation services, you can work with tax preparers with extensive experience and skillsets, expecting on-time and accurate deliverables.

Engagment Model

We are the best outsourcing tax preparation services company that uses modernized technological aid to optimize your experience. All the outsourced tax preparers have varying degrees of experience as per the client’s need. We have tax preparers with 1-2 years of experience going up to tax preparers who have spent many years preparing taxes. What’s more, we can also add outsourced tax managers to your team who can handle a team. Our tax preparers are trained to work independently, requiring no micromanagement.