Outsourced Tax filing support
Our Services
Outsourced Tax filing support
Tax season is crucial for CPA firms, as it directly impacts their revenue. Efficient resources are essential for success, and we provide highly trained and experienced tax professionals to assist with preparing and reviewing tax returns for individuals (1040) and businesses (1120/1120S/1065). Our team takes a detail-oriented and methodical approach, with specialized staff dedicated to processing tax returns and creating well-organized work papers to streamline the review process. The table below outlines the tax services we offer to CPA firms.
| Individual Tax Returns (1040) | Business Tax Returns (1120/1120S/1065) |
|---|---|
| Gather client information | Review financial statements |
| Review client organizer | Review prior year returns, ownership structure etc. |
| Compare with prior year tax returns | Prepare tax workpapers - identify M-1/M-3 items |
| Initial review and send missing items list to the client | Identify special filing requirements such as applicability of GILTI/5471/5472/FBAR etc. |
| Tax returns preparation | Prepare tax workpapers to calculate book vs. tax adjustments |
| E-file diagnostic clearance | Prepare tax returns |
| Client follow-up / communication | E-file diagnostic clearance |
| Workflow management using SurePrep, Canopy and/or other practice management tool | Client follow-up / communication |
| Tax returns review | Workflow management using SurePrep, Canopy and/or other practice management tool |
| Tax Planning Support/Analysis | Tax returns review |
| Continuing Professional Education | Tax Planning Support/Analysis |
Why choose us
- Cost Efficiency
Outsourcing your accounting and tax services to us saves you valuable time and money. We handle staff hiring and training, allowing you to focus on growing your business.
- Experties
Our team of experienced accounting and tax professionals possesses deep industry knowledge and expertise to manage all your financial needs, from bookkeeping and auditing to tax and compliance.
- Quality Control
We follow a stringent quality control process to uphold the highest standards of accuracy and compliance. Every financial report, tax return, and data entry undergoes thorough review and verification to ensure error-free results that align with regulatory requirements and best practices.
- Data Security
We prioritize data security and implement advanced measures to safeguard your financial information. Our processes comply with industry standards and regulations, ensuring the highest level of protection for your data.
- Dedicated Staff
Our dedicated staffing model provides you with a team of experts focused exclusively on your project, delivering personalized attention and customized solutions. This approach guarantees consistency, accountability, and exceptional service quality, ensuring we exceed your expectations.
Trust us to handle your accounting, so you can focus on growing your business!
Get in Touch
Ready to streamline your accounting and audit processes? Reach out to us today to learn more about how we can help your business thrive.
