By partnering with us, you gain access to cost-effective solutions, meticulous accuracy, and adherence to critical tax filing deadlines. By outsourcing tax return preparation for CPA firms, we enable professionals to focus on their core competencies, enhancing their operational effectiveness. Our approach prioritizes client needs, delivering tax solutions that are not only compliant but also strategically advantageous. 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.
Benefits
They vary in experience and specialty, but on average, they have approximately 12 years of experience. We make sure the Pros attached to your account are capable of handling your specific needs. Set your business up for success with our free small business tax calculator. Free up time in 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.
Financial planning & analysis
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 the formula for net sales in a restaurant premises, locked terminals, no-cellphone policies, and employee background checks. To ensure successful tax preparation outsourcing, begin by clearly defining your specific needs, such as individual or corporate tax returns. Research and identify reputable providers through recommendations and online reviews, then request tailored proposals that address your requirements.
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. 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. SurePrep’s outsourced tax preparation services are available year-round. Our preparers use CCH Axcess™ Tax, GoSystem Tax RS, Lacerte, UltraTax CS, and Virtual UltraTax CS.
Key Factors to Consider When Outsourcing
They also prepare sales tax returns, ensure accurate reporting across jurisdictions, and assist with property tax filings for residential and commercial properties. Conduct a cost-benefit analysis to weigh outsourcing expenses against potential savings and efficiency gains. Additionally, scrutinize the provider’s qualifications and industry-specific experience for accurate tax management. Lastly, prioritize data security by ensuring the provider has robust measures in place to protect your financial information from unauthorized access and breaches.
- They have extensive experience, and they are always updated with the latest compliances to help us maximize return benefits.
- We finalize the return according to your feedback, ready for your filing.
- Choose the provider that best meets your needs and offers the best value for your investment.
- Address any issues promptly and make necessary adjustments to improve the outsourcing relationship.
- When you outsource with us, your firm can breathe a sigh of relief during tax season.
Payroll, compensation, pension & benefits
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. Finding qualified staff can be difficult—and training new hires while tax season ramps up is even more inconvenient.
Our CPA tax preparation services eliminate complexity and resources otherwise get engaged in matching tax details and preparing returns for clients. Entrust your tax preparation services to Unison Globus and solve a world of benefits. Specializing in tax preparation outsourcing services, we cater to both businesses and CPA firms, offering a blend of professional acumen and approachability.
We use our own industry-leading technology to prepare returns and pass the periodic vs perpetual 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. At Unison Globus, we provide comprehensive business tax filing services and tax preparation for businesses.
Whether your firm wants to grow its practice or simply combat workload compression, our full-time staff of trained professionals provides year-round assistance. Outsourced tax accounting services at Unison Globus allow startups and entrepreneurs to focus on growing their business while we handle their tax obligations. Our tax outsourcing for startups and entrepreneurs ensures compliance, reduces the risk of errors, and provides access to professional advice on tax planning and strategy. Additionally, our tax planning solutions for businesses help in developing strategies to minimize tax liabilities and optimize financial performance.
Stay in the know about upcoming events, the latest outstanding checks trends, technology, and accounting insights. We finalize the return according to your feedback, ready for your filing.