SurePrep Outsource tax services

Tax Return Preparation Outsourcing

SurePrep’s tax return preparation outsourcing service allows you to prepare more returns without adding staff. Whether you’ve had difficulty finding new staff or you simply need a “release valve” for busy season workload compression, SurePrep can help. We have more than fifteen years of experience and we act as your tax preparation partner. We can prepare your tax returns so your team can concentrate on reviewing and providing other important value-added services.

SurePrep’s tax return preparation outsourcing service is priced based on the complexity of the return. Our preparers use CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax.

Onshore Outsource is sold out! Offshore Outsource is still available.

Our 1040SCANverify service is an excellent alternative to Outsource. It provides 75% of the tax-return preparation at approximately 1/4 the cost. Contact our team to find out which of these two solutions is right for you or Learn more about 1040SCANverify.

Do you have questions about 7216 consent? We have answers.


Offshore Outsource requires 7216 consent

IRC §7216 requires tax preparers to receive taxpayer consent before disclosing taxpayer information to third party individuals who provide “substantive determinations or advice affecting the tax liability reported by taxpayers” or any individual located outside the United States.

“We treat it [7216 consent] as part of our onboarding process. We need you to sign this disclosure. We get very few questions about it.” – a SurePrep customer.

Download the 7216 FAQ document below for answers to common questions and sample consent letters.



We're your tax preparation partner

Think of SurePrep staff as preparers in your office. We prepare the returns so you can focus on the client. You have full visibility throughout the process so you can always see the status of each return. Since we use the same tax software you do, your tax return review process is simple.

We prepare the following return types – 990, 1040, 1041, 1065, 1120 and 1120S.

A chart that shows growth for your services when you outsource tax preparation to SurePrep
An image of a growing plant, that symbolizes how your firm can grow when you outsource tax return preparation to SurePrep

Grow your tax practice

Most firms struggle with workload compression during tax season and low utilization during the slower times of the year. SurePrep’s full preparation outsourcing service allows you to solve both problems at once. With SurePrep’s full prep service you can outsource the returns as they come in, instead of overworking your staff.

Outstanding client service, great technology solutions. SurePrep’s team is absolutely unmatched from a client service perspective as well as remaining aware of challenges and opportunities in an ever changing industry!

Manager at a Baker Tilly International Member firm

Frequently Asked Questions

How do you ensure the security of my data?

SurePrep has developed information security policies and procedures that adhere to the high standards of regulatory requirements such as Gramm-Leach-Bliley, Payment Card Industry and Massachusetts 201 CMR 17.00. Learn more about our advanced security measures

What tax software can I use with your full preparation outsourcing services?

You must use either CCH Axcess Tax, CCH ProSystem fx Tax, CCH Global fx, GoSystem RS, Lacerte or UltraTax.

Does SurePrep offer any onshore outsourcing options?

Yes, however, our onshore option is sold out for the 2019 tax year. We still have offshore capacity and 1040SCANverify is an excellent alternative. With 1040SCANverify, you get approximately 80% of the return prepared for around 1/4 the cost of fully outsourced return.

Do I need client consent to use your offshore service?

Yes, since SurePrep’s offshore services involve the disclosure of tax return information to individuals located outside the United States, prior taxpayer consent is required. Download our 7216 FAQ document and sample consent letters.

Professional Tax Automation Webinar by SurePrep

Grow Your Firm and Reduce Tax Season Workload Compression With Outsourced Services

New research by the AICPA found that “finding qualified staff” was the No. 1 issue for every firm size category except sole practitioners. If your firm is like most, you struggle with staffing issues and damaged morale during the long, grueling hours of tax season. Thankfully, SurePrep can help.

• SurePrep Company Overview
• Outsource Strategy
• Outsource Overview
• Full preparation versus 1040SCANverify
• 7216 Consent FAQ


Whitepaper Keys to Success for Tax Automation & Outsourcing Cover Image

Keys to Success for Tax Automation and Outsourcing

By Donny C. Shimamoto, CPA.CITP, CGMA

Some firms have been showing strong growth and even increased work-life balance despite last minute changes to the tax code, delayed tax software updates, workload compression and a shortage of experienced tax professionals. To understand how these firms were bucking the general trends, we interviewed a variety of them to see if we could identify the secret to their success. The primary answers we found: increased tax automation and outsourcing.


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