Outsource

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 Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax

Optimize your busy season with SurePrep's full prep outsource service

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

Security

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.

What type of support is provided?

Unlimited e-mail, live chat, telephone, and GoToMeeting support is provided free of charge to all current customers. Learn More

Does SurePrep offer any onshore outsourcing options?

Yes. Our onshore outsourcing option provides all of the benefits of our offshore option. All onshore processing is performed in our Irvine, California office location.

Have questions about our software and services?

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