Category: Tax

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Accounting Tax

Top Considerations for Choosing an Offshoring Accounting and Tax Partner in India

Offshoring accounting and tax services has become a strategic choice for CPA firms, EAs, and accounting businesses in the U.S. With its skilled workforce, advanced technological capabilities, and cost advantages, India stands out as a preferred destination for these services. However, the success of offshoring depends heavily on choosing the right partner. Asking the right questions and evaluating key considerations can help you make an informed decision and establish a fruitful partnership.

Questions to Consider Before Hiring Offshore Accountants

01 #1. Should I Hire Offshore Accountants?

The decision to offshore accounting services depends on identifying your current challenges and goals. Here are some signs it might be time to consider offshoring:
  • Feeling Time-Crunched and Disconnected from Clients: Are routine tasks leaving you with little time to engage with clients and build relationships?
  • System upgrades: Upgrading systems to meet your specific requirements.
  • Difficulty Finding Skilled Local Accountants: Struggling with recruitment challenges or high turnover rates in your region?
  • Rising Costs and Errors with Previous Outsourcing Experiences: Have past outsourcing solutions led to increased costs or frequent mistakes?
  • Cash Flow Concerns Affecting Operations: Need to reduce overheads while maintaining service quality?
  • Desire to Focus on Core Activities: Wish to redirect resources toward strategic and client-centric operations?
If these challenges resonate with your firm, offshoring could be a transformative solution.

02 #2. What Accounting Services Should I Offshore?

Determining which tasks to offshore is critical to maximizing efficiency. Commonly offshored accounting services include:
Focus on offshoring repetitive or time-intensive tasks, allowing your in-house team to focus on strategic activities.

03 #3. Will My Offshore Partner Be Able to Scale as My Client List Grows?

Scalability is a critical factor for long-term success. A good offshore partner should be able to:
  • Adapt to Increased Demands: Handle a growing client base without compromising on quality.
  • Provide Flexible Resource Allocation: Allocate resources dynamically based on workload and priorities.
  • Manage Seasonal Surges: Handle peak periods such as tax seasons efficiently.
Evaluate a partner’s scalability by discussing their resource management strategies, team expansion capabilities, and infrastructure readiness.

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Financial and Client Perception Considerations

04 #4. Will Offshoring Cost Me More Money?

Offshoring often delivers cost savings, but it’s essential to evaluate the financial implications:
  • Lower Operational Costs: Save on overhead expenses like office space, equipment, and employee benefits.
  • Flexible Pricing Models: Choose from options such as hourly rates, fixed fees, or task-based pricing.
  • Long-Term Value: Minimize errors and ensure compliance to avoid penalties and rework costs.
Request transparent pricing details from potential partners to avoid hidden fees and ensure value for money.

05 #5. What Will My Clients Think About Offshoring?

Client perception is crucial when implementing offshoring. Common concerns include:
  • Data Security and Confidentiality: Clients need assurance that their financial data is protected. Choose a partner with robust encryption, SOC 2 compliance, and secure systems.
  • Quality Deliverables: Demonstrate how offshoring enhances service accuracy and efficiency.
  • Building Trust: Openly communicate the benefits of offshoring to your clients, emphasizing how it improves service quality and responsiveness.
Proactively addressing these concerns helps build trust and maintain strong client relationships.

How to Choose the Right Offshore Accounting Partner

06 #6. Key Factors to Evaluate

Selecting the right partner involves evaluating their expertise, infrastructure, and compatibility with your firm. Here are the key attributes to consider:
  • Industry Knowledge: Ensure the partner understands U.S. accounting standards, tax regulations, and industry-specific requirements.
  • Team Qualifications: Look for certifications such as CPA, EA, or equivalent credentials among their team members.
  • Communication Style: Assess their responsiveness, clarity, and ability to adapt to your preferred communication tools and schedules.
  • Future Growth Potential: Verify that the partner has the capacity and infrastructure to support your firm’s long-term growth.
  • Cost Transparency: Insist on clear pricing models without hidden fees.
  • Time Zone Compatibility: Ensure their work hours align with your firm’s operational needs for seamless collaboration.
Read Also: Accounting Offshoring in 2025: Top 7 Countries to Consider

Key Considerations When Choosing a Partner

When evaluating potential partners, prioritize the following factors to ensure a successful relationship:
  • Communication: Establish clear and consistent communication channels to minimize misunderstandings.
  • Turnaround Time: Verify their ability to meet deadlines, especially during critical periods.
  • Data Security: Ensure the partner adheres to strict data protection policies and complies with international standards.
  • Scalability: Confirm their ability to scale resources up or down based on your evolving needs.
  • Technology Compatibility: Ensure their software and tools align with your firm’s existing systems.
  • Compliance and Certifications: Validate their adherence to U.S. regulations and possession of necessary certifications.
  • Cultural Compatibility: Assess their alignment with your firm’s values, work culture, and professional standards.
  • Client Support: Look for dedicated account managers and regular updates to maintain transparency and trust.

Conclusion

Offshoring accounting and tax services to India offers significant advantages, including cost savings, access to skilled professionals, and improved operational efficiency. By addressing the right questions and carefully evaluating potential partners, your firm can unlock new growth opportunities while maintaining high-quality client service.
Unison Globus, with its proven expertise in offshoring accounting and tax services, is a trusted partner for CPA firms, EAs, and accounting businesses in the U.S. Our skilled professionals, robust technological infrastructure, and commitment to excellence make us the ideal choice to assist you streamline operations and achieve your business goals.
Are you prepared to advance your accounting firm?
Visit Unison Globus today and discover how we can support your success.
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Categories
Tax

Tax Planning for Individuals: The Proven Guide for 2025

As another tax year approaches, it’s time for individuals to prepare by reviewing tax laws, adjusting strategies, and ensuring compliance with new legislation. Effective tax planning is essential to minimize liabilities and maximize savings. For CPAs, EAs, and accounting firms supporting individuals through these complexities, having a comprehensive guide can be invaluable. This article provides updated insights to help individuals, and their tax advisors optimize tax planning strategies for the coming year.

Understanding Tax Planning 01

Tax planning involves analyzing an individual’s financial situation to minimize tax liabilities while adhering to legal obligations. This process includes taking advantage of deductions, credits, and strategic timing of income and expenses. Implementing these strategies early can open investment opportunities, reduce risks, and promote long-term financial stability.

Standard Deduction vs. Itemized Deductions 02

A critical decision in tax planning is whether to take the standard deduction or itemize. Here’s what’s new for the upcoming tax year:

Standard Deduction:

The IRS adjusts the standard deduction annually to reflect inflation. For 2024, the deduction rates are as follows:

  • Single: $13,850
  • Married, Joint Filing: $27,700
  • Married, Separate Filing: $13,850
  • Head of Household: $20,800

Standard deductions are simpler but may not offer the maximum tax benefit for all taxpayers. Itemizing can be advantageous if eligible deductions exceed the standard deduction amount. CPAs should evaluate each client's circumstances to decide the best approach.

Read Also: Maximizing Deductions and Credits: A Comprehensive Guide to Tax Savings

Key Tax Planning Strategies 03

To make tax planning more effective, consider the following strategies tailored for individuals:

01. Maximize Retirement Contributions

Increasing contributions to retirement accounts can reduce taxable income, especially for those with higher incomes. Here’s how to make the most of retirement contributions:

  • 401(k) Plans: Individuals under 50 can contribute up to $22,500 in 2024. Those over 50 can make an additional $7,500 in catch-up contributions.
  • IRA Contributions: Individuals can contribute up to $6,500 ($7,500 if over 50) to a traditional IRA, which may be tax-deductible depending on income level and participation in employer-sponsored plans.
  • Roth IRA Conversions: For those expecting higher tax rates in the future, converting a traditional IRA to a Roth IRA may offer significant tax savings by paying taxes now at potentially lower rates.

02. Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs)

Tax-advantaged health accounts offer another way to reduce taxable income while covering medical expenses. For 2024, HSA contribution limits are:

  • Individual: $4,150
  • Family: $8,300
  • Catch-Up (55 or older): Additional $1,000

Funds in HSAs grow tax-free and roll over each year, unlike FSAs, which have a use-it-or-lose-it policy. Encourage clients to maximize HSA contributions if they have a high-deductible health plan and monitor FSA balances closely to avoid forfeiture.

03. Charitable Contributions

Charitable giving offers tax benefits, especially for individuals who itemize. As of 2024, taxpayers can deduct cash donations up to 60% of their adjusted gross income (AGI). Consider the following to maximize charitable deductions:

  • Donor-Advised Funds (DAFs): Setting up a DAF allows individuals to make a large, tax-deductible donation in one year while distributing funds to charities over time.
  • Qualified Charitable Distributions (QCDs): Individuals over 70½ can make direct transfers from IRAs to charities, reducing taxable income without affecting itemized deductions.

04. Capital Gains and Losses Management

Individuals can reduce taxable income by strategically managing investment gains and losses. Strategies include:

  • Harvesting Losses: Selling investments at a loss can offset capital gains, reducing overall tax liability.
  • Deferring Gains: Postponing the sale of high-performing assets until the next tax year can help individuals manage income and potentially fall into a lower tax bracket.
  • 1031 Exchanges: For real estate investors, deferring capital gains through a 1031 exchange allows reinvestment in like-kind property without immediate tax consequences.

05. Timing Income and Expenses

Managing the timing of income and expenses allows individuals to control their taxable income more effectively. Here are some strategies:

  • Bonus Deferral: For those in high-income brackets, deferring end-of-year bonuses until January can reduce the current year’s tax liability.
  • Medical and Charitable Deductions: By bunching deductible expenses like medical bills and charitable contributions into a single tax year, individuals may benefit more from itemizing.

06. Consider the Net Investment Income Tax (NIIT)

For individuals with significant investment income, the NIIT applies an additional 3.8% tax on net investment income if their AGI exceeds certain thresholds ($200,000 for single filers, $250,000 for joint filers). Here’s how to reduce NIIT:

  • Adjusting AGI: Maximizing retirement contributions and adjusting investment timing can help manage AGI levels.
  • Qualified Dividends and Long-Term Gains: Favor investments that yield qualified dividends or long-term gains, as these are generally taxed at a lower rate.

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Documentation and Record-Keeping Essentials 04

Proper documentation is critical in case of an IRS audit, especially with increased scrutiny on high earners. The IRS typically recommends keeping records for at least three years, but certain situations require longer retention:
  • Three Years: Standard retention for income tax returns.
  • Six Years: For individuals who underreport income by more than 25%.
  • Seven Years: For losses on “worthless” securities or bad debt deductions.

Encourage clients to organize records under categories such as income, deductions, homeownership, investments, and retirement accounts to simplify tax filing.

Why Early Planning Matters 05

Starting tax planning early helps individuals avoid last-minute stress and maximizes the benefits of their tax strategy. It also ensures they can adjust for legislative changes, especially if new laws impact deductions, credits, or tax rates. Late planning can lead to missed opportunities and potential penalties, so CPA firms should emphasize proactive planning with clients.
Read Also: The Ultimate Tax Preparation Checklist

Consider Professional Assistance

Tax planning for individuals can be intricate and time-consuming. Professional guidance from a CPA or outsourced accounting team ensures individuals make the most of available deductions, comply with tax laws, and avoid common mistakes.
Unison Globus provides expert tax preparation and planning services for individuals and firms, combining knowledge and experience to simplify the tax process. Our team is dedicated to helping individuals optimize their tax positions, manage year-end filings, and keep up with legislative changes.

Ready to simplify your tax planning?

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Categories
Tax

Top Reasons Why Hiring a Seasonal Tax Preparer Boosts Productivity for CPA Firms

As the tax season approaches, CPA firms brace themselves for a period marked by increased workloads, tight deadlines, and client demands for accuracy and timely filings. For many firms, the solution to maintaining quality and efficiency during this peak time lies in hiring seasonal tax preparers. Leveraging skilled professionals on a temporary basis has become an effective strategy for CPA firms looking to balance workloads, manage resources, and provide optimal service.

This guide explores the key benefits of hiring seasonal tax preparers and offers insights on how this approach can help CPA firms remain competitive and productive in the busy tax season.

Understanding Your Motivation and Purpose

Seasonal tax preparers offer CPA firms the flexibility to adapt to fluctuating demand. During tax season, firms can experience a surge in workload, requiring extra hands to manage tasks such as data entry, tax filing, and reviewing client documents. Seasonal preparers provide support without long-term commitment, allowing firms to maintain a lean workforce during off-peak months and scale up when needed.

By bringing in experienced seasonal professionals, firms can meet client demands efficiently without overburdening their core team. This strategy also enhances job satisfaction, as full-time staff are less likely to face burnout or excessive overtime.

Boosting Productivity Through Specialized Expertise

Seasonal tax preparers are often highly skilled professionals with specialized knowledge of tax regulations, filing procedures, and compliance requirements. They come prepared to jump into the tax season’s high-volume tasks with minimal training, helping firms manage complex returns and deliver prompt, high-quality service.

Additionally, many seasonal tax preparers stay up-to-date with the latest tax laws, which can help firms ensure compliance and avoid costly errors. By leveraging their expertise, CPA firms can enhance productivity and minimize the risk of errors or missed deadlines.

Cost-Efficiency and Resource Optimization

Hiring full-time employees to handle seasonal workloads can lead to underutilized resources and increased costs once tax season ends. With seasonal tax preparers, firms pay only for the time and expertise needed during peak periods. This approach reduces expenses associated with hiring, onboarding, and providing benefits to full-time staff.

Moreover, temporary hires allow firms to allocate their budget towards additional resources or technology, optimizing overall operations and improving service quality. For CPA firms seeking to reduce operational costs without sacrificing quality, seasonal tax preparers are a cost-effective solution.
Read Also: Step by Step Process for Outsourcing Tax Preparation Services to Unison Globus

Minimizing Burnout Among Full-Time Staff

Tax season is synonymous with long hours, tight deadlines, and high expectations, often leading to burnout among full-time staff. Overworking employees can have long-term consequences, such as decreased morale, reduced productivity, and increased turnover. By hiring seasonal tax preparers, CPA firms can distribute the workload more evenly, alleviating pressure on their core team and promoting a healthier work-life balance.

Reducing stress among full-time employees also enhances team morale, as they can focus on higher-value tasks without feeling overwhelmed by volume-driven responsibilities. Ultimately, a balanced workforce during tax season leads to better retention rates and a more positive work environment.

Enhancing Client Satisfaction with Timely Service

CPA firms’ clients depend on accurate and timely tax preparation to avoid penalties, ensure compliance, and maximize tax savings. By hiring seasonal tax preparers, firms can maintain shorter turnaround times, handle larger volumes of work, and meet deadlines with ease. This not only demonstrates reliability but also enhances client trust and satisfaction.

Seasonal tax preparers enable firms to deliver exceptional client service by handling routine tasks and ensuring all filings are completed accurately and on time. For clients, knowing their CPA firm has the resources to manage their taxes, even during peak periods, adds significant value.

Access to Fresh Perspectives and Diverse Skill Sets

Seasonal hires bring a variety of experiences and perspectives from working with different firms, industries, and client profiles. This diversity can be advantageous for CPA firms looking to innovate and improve their processes. Seasonal preparers often have insights on best practices and can offer valuable feedback on workflow efficiency, technology usage, and client management.

This influx of new ideas allows firms to refine their processes, adopt more efficient techniques, and continuously improve their service delivery. In a fast-evolving field like accounting, access to diverse skills and perspectives can provide a competitive edge.

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Seamless Integration with Outsourced Accounting Teams

Many CPA firms that already work with outsourced accounting teams find it beneficial to hire seasonal tax preparers to complement their existing outsourcing strategy. Seasonal preparers can easily integrate with outsourced teams, bridging gaps and ensuring smooth workflows during peak periods. This approach enables firms to leverage the advantages of both in-house and outsourced expertise, enhancing overall efficiency and productivity.

Working with both outsourced and seasonal teams allows firms to build a versatile workforce that can adapt to changing client demands and deliver comprehensive tax services year-rounds.

Making the Most of Seasonal Tax Preparers: Key Considerations

To maximize the benefits of hiring seasonal tax preparers, CPA firms should follow a strategic approach:

01. Start Recruiting Early:

Begin the hiring process well before tax season to secure the most qualified candidates. Competition for skilled seasonal preparers is high, so early recruitment ensures your firm has access to top talent.

02. Provide Clear Training and Expectations:

While seasonal tax preparers often come with significant experience, providing a brief orientation ensures alignment with your firm’s processes, technology, and client expectations. Clear communication on roles and responsibilities helps them integrate smoothly into your team.

03. Leverage Technology for Efficient Collaboration:

Ensure seasonal preparers have access to the necessary accounting software and collaborative tools. Cloud-based accounting platforms, for example, allow them to work remotely and securely, facilitating seamless teamwork and data sharing.

04. Create a Positive Work Environment:

Treating seasonal hires as valued team members encourages loyalty, enhances productivity, and may lead to them returning for future tax seasons. Recognizing their contributions fosters a supportive environment that benefits the entire team.

Increase Firm’s Productivity with Seasonal Expertise

Hiring seasonal tax preparers is a strategic decision that allows CPA firms to manage tax season efficiently while maintaining high-quality service. By bringing on temporary experts, firms can optimize costs, prevent employee burnout, and ensure client satisfaction even during peak periods.
In the fast-paced accounting industry, adapting to seasonal demands with flexible and skilled professionals is essential for growth and long-term success. Unison Globus specializes in providing outsourced tax preparation services tailored to CPA firms, empowering your team to navigate tax season with confidence and efficiency.

Ready to enhance your productivity this tax season?

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Categories
Tax

Step by Step Process for Outsourcing Tax Preparation Services to Unison Globus

Outsourcing tax preparation can be a strategic move to enhance efficiency, reduce costs, and focus on core business operations. At Unison Globus, we offer comprehensive outsourcing solutions tailored to CPA and accounting firms’ needs. Here’s a detailed guide to our step-by-step process for outsourcing tax preparation services to Unison Globus.

Pathway to Effective Tax Preparation Outsourcing

01 01. Initial Engagement – Laying the Foundation

Our journey begins with a comprehensive engagement proposal. This document outlines the services, terms, and other vital information, providing a clear understanding of what to expect from our partnership. Our team will then request last year’s paperwork, including signed copies, tax returns, and key documents, ensuring we have all the necessary details to get started.

02 02. Software Assessment – Choosing the Right Billing Solutions

We know that every business has unique needs. That’s why we take the time to assess the most suitable billing software for your operations. Whether you’re using a current system or require a fresh start, we ensure your business processes remain efficient and user-friendly.

03 03. Agreement and Documentation – Finalizing the Partnership

Once you review the terms, we follow up to finalize and sign the agreement. For new entities, we determine incorporation requirements and gather additional documentation to confirm operational status. This step guarantees compliance and sets the stage for a seamless tax preparation experience.

04 04. Data Transfer and Integration – Seamless Transition to Our Systems

If you’re migrating from an existing software, our experts handle the transfer of data into the new system, minimizing operational disruptions. We then select and configure the best-fit accounting and tax software tailored to your business’s needs, setting up essential features like a new chart of accounts.

05 05. Formalizing Contact Information – Ensuring Effective Communication

We collect your contact details and mailing address to formalize and authorize our approach. This step is crucial for maintaining transparency and effective communication throughout our engagement.

06 06. Comprehensive Onboarding – Our Checklist for Success

Client onboarding is a pivotal stage for operational efficiency. To ensure a smooth process, we follow a comprehensive checklist that includes:
  • Planning the transition: Aligning the process with your business goals.
  • System upgrades: Upgrading systems to meet your specific requirements.
  • Data collection: Facilitating a seamless transition by gathering essential information.
  • Secure information transfers: Implementing safe data transfers for peace of mind.
  • Policy development: Establishing policies to guide our engagement effectively.
  • Stakeholder communication: Keeping key players informed and involved.
  • Process implementation: Transitioning operations smoothly without disruption.
  • Legal compliance: Ensuring adherence to regulations at every step.

07 07. Transition Strategy Audit – Reviewing and Refining the Process

To ensure everything is on track, we conduct a thorough audit and analysis of the transition strategy. Our team identifies potential issues and recommends corrective measures to ensure a smooth transition.

08 08. Post-Engagement Support – Ongoing Excellence and Follow-Up

Our commitment to excellence doesn’t end once the transition is complete. We assist with post-engagement reviews, conduct follow-up meetings, and maintain transparency and accountability to ensure your ongoing satisfaction.

Ready to Simplify Your Tax Preparation?

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What to Expect from Your Side: Easy and Protected Onboarding

We value our clients’ time and security, making your part in the onboarding process simple yet effective:
Provide Essential Documents Gather and securely share necessary documents, such as previous tax returns and incorporation records.
Collaborate on Software Selection Share preferences regarding billing and accounting software to help us tailor the best solutions for your needs.
Clear CommunicationMaintain open communication to ensure a smooth exchange of information.
Adopt the New Systems Integrate and familiarize yourself with the new accounting systems we put in place, equipping your business for success.
Next Steps: Now that you’re familiar with the onboarding process, let’s explore the flexible engagement models that Unison Globus offers for your tax preparation needs.

Flexible Engagement Models and the Unison Globus Workflow

Step 1: Choose Your Engagement Model – Flexibility to Suit Your Needs

At Unison Globus, we understand that every firm has unique requirements. That’s why we offer two flexible models for outsourcing tax preparation services:

1. Per Return Model

This model is ideal for seasonal support when you're unsure about the fixed number of hours needed. You can outsource a specific number of tax returns as and when you need assistance.

  • Pricing: We charge a fixed base price for the initial hours. If the preparation takes longer, an hourly rate applies for the extra hours.

2. Hire a Tax Preparer

For a more dedicated approach, this model allows you to hire a remote tax preparer who works exclusively for you, mirroring your in-house staff. We offer three variations to suit your needs:

  • Full-Time: A tax preparer works 8 hours daily, providing:
    • The opportunity to interview and select the remote staff before hiring.
    • Daily timesheet submissions for full transparency.
    • Constant monitoring to prevent errors and ensure quality.
    • Full control over task allocation.
  • Part-Time: A part-time tax preparer works 4 hours daily, offering the same benefits as full-time but with reduced hours.
  • Hourly: For those uncertain about workload, this model charges only for the hours worked by the remote tax preparer, making it a cost-effective and flexible solution.

Step 2: Choose the Tax Preparer That Fits Your Firm’s Needs – Tailored Expertise for You

One of the biggest advantages of outsourcing with Unison Globus is the ability to handpick the tax preparer you want. We provide you with a selection of CVs for review based on your criteria, such as core tax expertise, industry-specific knowledge, software experience, or extensive training under tax reviewers.

Benefits of Choosing Your Tax Preparer:

  • Core Tax Expertise: Select a remote staff member with expertise aligned with your clients' needs.
  • Industry Knowledge: Choose a tax expert experienced in your specific industry.
  • Software Proficiency: opt for a remote staff proficient in the tax software you use.
  • Experience: Hire professionals trained under seasoned tax reviewers for 5+ years.

Step 3: Conduct a 1-on-1 Interview – Ensuring the Right Fit for Your Firm

After selecting potential candidates, conduct a 1-on-1 interview to assess their skills. Ask theoretical and practical questions to evaluate their expertise, ensuring they meet your firm’s standards before onboarding.

Step 4: Welcome the Tax Preparer Onboard – Seamless Integration into Your Team

Once finalized, the tax preparer joins your team within 24-48 hours. They begin by securely collecting documents through a remote access portal. No extra training is needed as our tax preparers are seasoned professionals experienced in multiple tax seasons.

Take the first step toward a hassle-free tax preparation journey now!

Unlock the full potential of your firm's operations with Unison Globus's expert outsourcing solutions. Our flexible engagement models and dedicated team of tax professionals are here to streamline your processes, ensuring compliance and peace of mind.

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    Unison Globus: Streamlining Your
    Tax and Accounting Solutions

    Our diverse range of outsourcing CPA services caters to every aspect of your tax and accounting needs:
    Our services are delivered with a commitment to data security, quality, and transparency, ensuring peace of mind for your firm.

    The Process Workflow at Unison Globus

    We prioritize security, efficiency, and seamless outsourcing with our workflow’s three key aspects:

    1. Access

    • Cloud: Our remote staff securely logs into your software to access client documents.
    • RDP Access: Staff connects to your computer via a remote desktop connection, logging out after the work is done.

    2. Communication

    • Immediate Response: Using tools like Email, Skype, Slack, Microsoft Teams, and SharePoint, our staff ensures prompt communication and 24-hour turnaround time due to our Indian Time Zone advantage.

    3. Task Monitoring

    • Timesheet: Daily timesheets provide complete visibility of the remote staff's work.
    • Review Meetings: Regular meetings allow you to assign further tasks, resolve queries, and monitor progress.

    Why Choose Unison Globus for Your Outsourcing Needs?

    Unison Globus offers tailored outsourcing services designed to streamline operations, reduce costs, and ensure compliance. Our flexible models, expert team, and transparent workflow make us your go-to partner for a hassle-free outsourcing experience.

    Let’s Get Started on
    Your Outsourcing Journey!
    Make your tax preparation process
    more efficient, secure, and
    cost-effective with Unison Globus.

    Whether you need seasonal support or a full-time tax preparer, we have the right solution for you.

    Contact us now to discuss your requirements and discover how our tailored outsourcing services can benefit your firm.

    Optimize your tax preparation process—partner with Unison Globus today! Contact

    Tips for a Successful Outsourcing Experience with Unison Globus

    01 01. Organize Your Documents

    Before starting the outsourcing process, gather all the necessary tax-related documents, including previous year tax returns, financial statements, and other relevant paperwork. Having these documents ready will facilitate a smoother transition.

    02 02. Define Clear Objectives:

    Outline what you aim to achieve by outsourcing your tax preparation. Whether it’s cost-saving, improved accuracy, or handling a seasonal workload, clear objectives will help tailor the outsourcing process to meet your business needs effectively.

    03 03. Communicate Your Preferences:

    Share your preferences regarding billing software, accounting processes, and reporting formats. This will allow Unison Globus to align their services with your existing workflows, ensuring seamless integration.

    04 04. Select the Right Engagement Model

    Assess your current workload and future projections to choose the most suitable engagement model. If you anticipate seasonal spikes, the Per Return model may work best. For continuous support, consider hiring a full-time or part-time tax preparer.

    05 05. Be Open to a Flexible Approach

    Outsourcing offers flexibility, so be open to adjusting your engagement model as your business needs evolve. Regularly assess the outsourced tasks to ensure they align with your firm’s goals and make changes if necessary.

    06 06. Take Advantage of the Interview Process

    Use the 1-on-1 interview step to thoroughly assess the tax preparer’s expertise and compatibility with your firm. Ask relevant theoretical and practical questions to gauge their knowledge and experience in your specific industry.

    07 07. Set Clear Communication Channels

    Establish preferred communication tools, such as Email, Skype, or Microsoft Teams, to stay connected with the remote tax preparer. Regular communication ensures alignment and quick resolution of any queries.

    08 08. Review Timesheets Regularly

    Monitor the timesheets provided by Unison Globus’s remote staff. This will give you insights into their work progress, helping you make informed decisions on workload allocation and task prioritization.

    09 09. Utilize the Secure Access System

    Rest assured that Unison Globus follows strict security measures. Use the secure access portals and cloud login systems recommended by their team to protect your clients’ sensitive financial information.

    10 10. Schedule Regular Review Meetings

    Set up periodic meetings to review the progress and provide feedback. These sessions are an excellent opportunity to discuss any adjustments, address concerns, and align on upcoming tasks.

    11 11. Stay Involved

    Even though the tax preparation tasks are outsourced, staying involved in the process helps maintain control over your operations and ensures that the service meets your standards.

    Ready to get started?

    Connect with Unison Globus today and take the first step toward an expertly managed tax preparation process.