CPA Tax Preparation Outsourced Tax Preparation Services for CPA Firms, EAs and Tax Firms

Off the clock, she’s all about vibing to Indian classical tunes or donning her hat as a home baker. Outsourcing is a handy tool for businesses looking to cut costs while improving their efficiency. Tax preparation services can give your accounting firm an upper hand during the busiest and most exhausting period of the year. On average, prepared tax returns with review notes are returned within 12—36 hours of submission.

  1. An outsourced bookkeeper is a person or company that will perform your bookkeeping tasks out of office.
  2. All SurePrep outsourcing staff are required to complete a comprehensive 10-week training program.
  3. Outsourcing service companies will only charge you for the services they provide, and you will save up to 50% or more on operational costs.
  4. It is best to partner with an outsourcing service company that complies with ISO standards and uses robust and secure information technology systems.
  5. After a few people said no to giving us permission to outsource, we created an email to ease their minds, and I also recorded a video to better explain what outsourcing means and what they can expect.

Second, freelancers are usually contracted workers who are hired to help balance your books, while firms are dedicated accounting companies that solely focus on that goal. Removing the barriers and overcoming the objections that prevent many firms from outsourcing. Reliable and meticulous attention to detail, a business partner on which your firm can depend. Per IRS’s recent estimates, about 144.3 million people pay taxes in the U.S.

Picnic Tax Enterprise

100% secure cloud infrastructure with data sovereignty restricted exclusively to US data centers. Outsource your tax submission requirements to us and improve service levels to boost client satisfaction. This guide aims to make the tax season more productive for CPAs, EAs and other accounting professionals. From the ground up, our network of tax accountants is entirely composed of licensed CPAs and EAs that are located within the US.


Every accounting firm wants to be a success and to expand, and while that almost certainly entails offering a great service that clients can rely on… One of the great barriers to outsourcing sensitive financial matters like tax is concern over security. 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. Outsourced bookkeeping streamlines the financial management process and is much more efficient than traditional in-house bookkeeping. Doing the bookkeeping yourself is a time-consuming task, time that you most likely don’t have as a business owner.

When you outsource bookkeeping, you will save valuable time that can be put back into improving your business in other ways. Plus, full-time bookkeepers are experts in the field that can generate more thorough reports and documents that take some pressure off your back once tax season hits. Luckily, accounting and bookkeeping don’t have to be the business owner’s responsibility anymore. It’s becoming more and more common for businesses to outsource bookkeeping to take care of the pesky task of handling financial transaction records. To help navigate your options, we’ve put together a guide to outsourcing bookkeeping. Bookkeeping can be a headache for big and small business owners —so much so that 46% of business owners said it was their least favorite task.


Tax preparation outsourcing can give CPA firms a massive advantage in staying ahead of their competitors. This common misconception about outsourced tax preparation services prevents CPA firms from reaping some amazing benefits. Outsourcing service companies will only charge you for the services they provide, and you will save up to 50% or more on operational costs.

Where Should Your Accounting Firm Be Investing Its Time & Resources?

Contact our team to find out which of these solutions is right for you or learn more about 1040SCANverify. For a successful outsourcing relationship, you should consider involving the board, and they must be aware of the benefits of outsourcing tax preparation. Partner with a trusted service provider for tax return preparation outsourcing and steer your CPA firm toward a more streamlined, efficient, and profitable tax season. Looking at the broader picture, the outsourcing industry is being reshaped by a collective push for cost reduction, technological innovation, and a relentless pursuit of expert services. This push is creating a global demand for the most efficient, cost-effective, and high-quality business solutions, a demand that tax return outsourcing services are well-positioned to meet.

Tax preparation outsourcing with Picnic Tax Enterprise helps you grow your business while enhancing your reputation and brand. We’re the outsourced solution accounting firms, wealth managers, and fintechs trust. With this popular engagement model, you will be given a dedicated staff to work as an extension of your team at a fixed monthly fee. The fixed amount will be billed to the CPA firm at the end of every month, and the outsourced service provider scopes the number of hours to be completed within that period. This is a more economical model than hourly rates if your accounting firm has high volumes of work. Most outsourcing companies price their services based on your requirements and the engagement model.

Most firms send the 7216 consent form along with the Engagement Letter and receive a signature without issue. Discuss with your outsourced service provider and analyze the pros and cons of each engagement model before signing on the dotted line. Most outsourced service companies offer free trials to help CPA firms decide what works best for them. With a brain that buzzes for data and a heart that beats for creativity, Divya strives to craft narratives and strategies that resonate. She’s currently on a quest to create insightful and relevant content that helps accountants make informed choices about outsourcing.

Accounting firms should outline their outsourcing objectives step-by-step to zero in on a suitable staff model. Defining clear outsourcing goals is also an opportunity to take stock of your firm’s actual outsourcing requirements. Outsourcing strategies are plans that describe how an accounting firm partners with third parties to perform tasks.

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. Some of the world’s largest CPA firms trust our experience and use our services. AICPA covers issue of using tax return preparation outsourcing service vide Rule 301 “Confidential employment eligibility Client Information”. It provides that, using tax return preparation outsourcing services will not be considered as the release of client’s confidential details and hence doesn’t require specific client approval. We make the convoluted job of tax calculation, preparation, and filing easier for you with an 80% lower investment and 150% faster turnaround time.

SurePrep offers both onshore and offshore outsourced tax preparations services. 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 premises, locked terminals, no-cellphone policies, and employee background checks. This is one of the most preferred engagement models, and it means paying based on how much you of the services you have taken.

They offer a variety of pricing models to suit your firm’s requirements and budget. It is best to analyze each engagement model so you can evaluate and determine which is best for your accounting firms. This isn’t true if you choose an outsourcing partner with airtight data security measures that use robust and secure information technology systems. The best outsourcing service providers will be cyber essential, ISO certified, and fully compliant with information security.

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