Tax Preparation Outsourcing For CPA Firms

During tax preparation, CPAs can encounter difficulties due to changing laws, tight deadlines, as well as incomplete or incorrect documentation from clients. Other burdens include managing expectations of clients, avoiding audit risks, and managing various clients’ needs during tax season. Outsourcing tax preparation for CPA firms can help simplify work processes, keep pressure levels down, and improve accuracy. At Outsourcing Business Solutions(OBS), we offer compliant and customized tax preparation services for CPA firms, with advanced tools.

Outsource Tax Preparation Services For CPAs, Accounting Firms

Tax Returns Prepared
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AWARD-WINNING OUTSOURCING COMPANY

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    Security and Data Protection For CPA Firms

    While outsourcing tax preparation, data security and confidentiality is critical. At OBS, we sign Non-Disclosure Agreement (NDA) and a Non-Compete Agreement (NCA), ensuring data safety. The use of mobile phones and USB cables is prohibited on the working floor. We also implement measures such as a no-paper no-pen policy on the work-floor to guarantee the safety of the data. For data sharing, we utilize secure platforms such as Dropbox and SharePoint. We store the data in centralized data servers instead of local or individual servers to improve data safety. With our data security measures in place, we have safeguarded your clients’ data from any form of breach and attacks, making Outsourcing Business Solutions a reliable choice for CPA firms tax preparation outsourcing.

    CPA Firms Tax Preparation Outsourcing Service We Provide

    At Outsourcing Business Solutions (OBS), we offer exceptional tax preparation services that meet unique requirements. Our tax preparation outsourcing services for CPA firms take care of expert handling of 1099, 1040, 1120, and 1120S forms and ensure compliance with the tax law. With our CPA firms tax preparation outsourcing services, you can improve customer relationships and business growth. Our high-quality, affordable, on-time tax preparation solutions offered through committed, dedicated, qualified specialists ensure complete assistance throughout the process. Contact us for reliable and customized tax preparation services.

    1099 Outsourcing Services

    Outsourcing Business Solutions provides comprehensive 1099 outsourcing services. We have experience and expertise in different 1099 forms like 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, 1099-R, etc. Save your time by outsourcing 1099 preparation services to OBS and concentrate on year end financial and tax reporting. OBS takes pride in delivering accurate and high quality 1099 filing services, offering a flexible and competitive pricing structure.

    1040 Preparation Outsourcing

    Our experts help you in preparing the 1040 tax form. You send us the data and we send you back a fully prepared 1040 return. OBS provides outsourced tax preparation services for Form 1040, 1040A, 1040EZ, 1040NR. We are updated with the latest tax laws and ensure that your return is accurate.

    1120 and 1120s Tax Preparation Outsourcing Services

    Tax preparation outsourcing services for Form 1120 by C Corporation and Form 1120s for S Corporations is gaining popularity. Many CPA firms have outsourced the preparation of these returns to OBS. Our highly skilled experts sends back the filled up form to CPA firms. This is not only beneficial from cost and scalability perspective, but provides more time to our partners to grow their business.

    Our Software Expertise

    We take pride in our extensive software expertise, offering proficient support for various accounting software platforms. Our skilled team excels at navigating through a diverse range of accounting software, guaranteeing smooth integration and effective financial data management. With our broad knowledge and hands-on experience in tax return preparation, our experts effortlessly handle different software systems, providing personalized outsourcing solutions that match our clients’ unique software preferences and requirements.

    Process of Tax Preparation

    Step 1: Remote Login

    The first step is for OBS staff to login remotely into the tax software that our client is using through a secure encrypted link.

    Step 2: Scan the Documents

    The next step is for the CPA firm’s staff to scan the documents, share the documents with us over a shared folder, and email us any specific instructions.

    Step 3: Prepare the Return

    The third step is to start working on the return and prepare the tax return.

    Step 4: Review the return

    The next step is for the CPA firm’s staff to scan the documents, share the documents with us over a shared folder, and email us any specific instructions.

    Step 5: Findings

    The tax preparer also shares the review notes, annotated source documents, tie-outs, and work papers with the onshore team.

    Step 6: Feedback

    Once the return is shared with the onshore team, we look forward to feedback from the CPA staff, and if any changes are needed, we get them done instantly.

    Our Packages

    Our tax preparation outsourcing services are designed with flexibility in mind. Choose from hourly, part-time, or full-time packages customized to your specific needs. Whether you’re looking for short-term support or long-term assistance, we have a solution that fits your business requirements.

    HOURLY

    Working Time Hourly Basis
    Minimum billing of USD 300 per month
    Starting from USD 10

    PART TIME

    Working time flexible

    Starting from USD 750

    FULL TIME

    Working time 8 hours daily

    Starting from USD 1500

    Important Dates of Filing Tax Returns for FY 2024

    TypeDatesDescription
    Individual Tax FilingsOctober 15, 2024Final due date for extended 2023 Individual Income Tax Returns for taxpayers residing in the US.
    December 16, 2024Final due date for extended 2023 Individual Income Tax Returns for those living outside the US.
    April 15, 2025Initial due date for 2024 Individual Income Tax Returns and State Tax Returns for taxpayers residing in the US.
    Business Tax FilingsSeptember 16, 2024Final due date for extended 2023 calendar year Corporate Income Tax Returns.
    March 15, 2025Due date for 2024 calendar year Corporate Income Tax Returns.
    Employer Tax FilingsJanuary, April, July, October 2025Quarterly estimated tax payments due for employers.
    January 31, 2025Due date for filing Form W-2 and Form 1099.
    Excise Tax FilingsApril 30, May 31, June 30, 2025 Quarterly excise tax returns due.
    Other Important DatesJanuary 31, 2025Fourth and final estimated tax payment due for 2024 (Individuals, Trusts, and Estates).

    Client's Testimonials

    5/5

    Jack, CEO

    Their expert tax preparation services have not only saved us time and effort but also helped us uncover potential tax savings that we were unaware of. Highly recommended!

    5/5

    Kevin, CMO

    OBS has made our tax preparation process hassle-free and efficient. Their team's expertise in tax laws has helped us optimize tax strategy and reduce our tax burden.

    5/5

    Jacob, Co-Founder

    OBS has been a reliable and professional tax preparation service provider. Their team's expertise in tax laws has helped us optimize our tax strategy and reduce our tax burden. .

    5/5

    Rousy, Manager

    Thanks to OBS, tax season is no longer a headache for our business. Their efficient and accurate tax preparation services have ensured that our tax returns are filed on time and without errors, allowing us to avoid costly penalties.

    5/5

    Ellie, Co-Founder

    Outsourcing our tax preparation to OBS has been a smart decision. 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.

    5/5

    Lucia, Manager

    As an accounting firm, we've partnered with Outsource Business solutions for clients' tax preparation needs, and they've consistently delivered exceptional results.

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    FAQs

    Outsourcing tax preparation shouldn’t have a negative effect on your interactions with your clients. In fact, it can make them better. By outsourcing, you may provide your clients with tax services that are more precise and timely, thereby increasing client satisfaction. The knowledge and effectiveness of specialist tax professionals will benefit your clients, resulting in a higher level of service and a favorable experience. Transparency and cooperation are guaranteed throughout the process thanks to lines of communication between your company and the outsourced provider.

    Outsourcing tax preparation does not imply a loss of monitoring or control. Reputable outsourcing companies are aware of how crucial it is to keep control and cooperate. They collaborate closely with your business and adhere to the agreed-upon procedures and practices. As part of the outsourcing contract, regular contact, status updates, and review cycles ensure transparency and give you the chance to keep control and supervision over the entire tax preparation process.

    Take into account the qualifications and experience of the tax preparation outsourcing firm you choose. Look for companies that have a staff of certified tax experts who are knowledgeable about the pertinent tax rules and regulations. They should have a history of providing accurate and legal tax services as well as expertise working with CPA companies. To establish a solid and trustworthy alliance, it is also crucial to evaluate their technology infrastructure, data security protocols, and industry reputation.

    A key component of outsourcing collaboration is communication. Regular and efficient communication is a top priority for reputable outsourcing companies throughout the tax preparation process. In order to give you immediate access to the assigned tax professionals for updates, inquiries, and collaboration, they establish clear channels of communication. To keep you updated on the status of your clients’ tax returns, you may anticipate prompt responses, progress reports, and status updates. This channel of communication helps to foster a strong working relationship and ensures flawless coordination between your business and the outsourced provider.

    Our tax preparers are seasoned professionals with 15+ years of expertise in tax regulations and accounting practices. They maintain up-to-date knowledge of tax laws and undergo regular training to ensure accurate and compliant tax returns for businesses and CPA firms.

    We adhere to stringent quality checks, utilize advanced software, and keep abreast of the latest tax regulations to ensure precise, high-quality work for every client.

    Yes, many CPAs choose to outsource to specialized firms like ours to streamline processes, manage heavy workloads, and ensure high-quality tax preparation while focusing on core business operations.

    Absolutely. OBS specializes in accurate and timely tax return preparation when outsourcing. Our experienced team has delivered top-notch results to 300+ global clients, ensuring meticulous attention to detail and adhering to strict timelines.

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