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11555 Heron Bay Blvd., Suite 200, Coral Springs, Florida, 33076 USA
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Tax Preparation Outsourcing Services – Overview
Tax preparation service is the process of preparation of tax returns by a professional or organization. It requires special attention to an organization’s financial activities for a specific period and compilation of all invoices and documents relevant to the calculation of the tax.
US taxation is one of the most complicated tax systems as it has separate federal, state, and local governments with taxes imposed at each level. It leads to CPA firms investing too much of their time and resources in training their employees to prepare them for the multiple tax return filing compliances.
Having served clients for more than a decade in this industry, we are well aware of CPA firms’ challenges in tax preparation, especially during the peak tax season.
Tax preparation Outsourcing
We strongly recommend accounting practitioners outsource taxation (tax return) preparation to consciously focus on high-income areas like taxation consulting and advisory services. This measure will relieve them from the stress of handling non-income generating services.
“Unison Globus boasts of being the best when it comes to tax preparation outsourcing.”
Indeed, we can brace you to address all your tax preparation challenges and help you gain profitability with a quick turnaround time.
What is unique about our outsourced tax return preparation?
Our team comprises highly experienced and skilled tax and accounting professionals who possess extensive knowledge of legislation amendments
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We are always in sync with the latest updates by the IRS or the CRA
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Our advanced software systems assure speedier turnaround while handling the taxation tasks with utmost precision
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We can effectively manage all your compliance requirements
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We advise on innovative tax planning strategies to help you minimize taxes
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We assist in streamlining your workflow in a standardized manner like organizing physical work papers as well as digital documents
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100% data security and data privacy
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Our services are scalable according to the client’s requirements.
Our Outsourced Tax Preparation Services
With our extensive experience and timely services, we have carved a niche in providing the best taxation services for CPA/EA firms across the United States. Our services include but are not limited to:
EXPAT Tax Services
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Expat Tax Filing – Form 2555, Form 5471, 5472, 8865, 8858, 3520, 8938
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Filing FBAR
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Resolving IRS Amnesty as well as IRS Notices
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Handling complete EXPAT compliances
US Taxation – Personal Tax Accountant
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Personal income tax returns for individuals – Form 1040, 1040A, Form 1040EZ, Form 1040NR
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Trust and Estates – Form 1041
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Companies and Corporations – Form 1120, Form1120s
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Limited Liability Companies and Partnership firms – Form 1065
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Non-profit organizations – Form 990
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Heavy Equipment Use Taxation
Tax Resolution
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Tax Debt Settlement
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Installment Agreement Negotiations
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Advise you with IRS Offer In Compromise (OIC)
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Bankruptcy
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Tax Penalty Abatements
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Innocent Spouse Relief
Tax Research
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Scalable access to tax professionals
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Verified References
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Organized tax Knowledgebase
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Tax and Accounting Alerts
Tax Projection
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Preparing Tax projection for business and individuals to avoid penalty for underpayment of estimated taxes
Sales Tax Return Services
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Preparation and filing of Monthly, Quarterly and yearly sales and use tax returns
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Calculation of monthly and quarterly sales tax liabilities
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Replying to state government notice for failure of any sales and use tax compliances
Small Business Tax preparation process at Unison Globus
1) Scan document for tax preparation
This process begins with you or your team sending us relevant documents. Then received documents data is entered in tax software by tax professionals.
2) Review of tax return
Once the return details get entered, our tax professionals will assess it to check that all information is correct to avoid the wrong calculation of the taxes.
3) Client Review
Once the tax return is audited by tax professionals, it is sent to the respective client for review. You can ask questions and leave comments in case of any query. You can ask for as many requests as you need.
4) Final Tax Return Submission
Now, after being finalized by you, the same is corrected and updated according to your request. Then, the final copy of the tax return is sent to you for filing.
FAQs for Tax Preparation Services
Why should CPAs go for outsourced tax preparation services?
Availing of outsourced tax preparation services can benefit your tax practice to a great extent. You can reap some promising merits, which are listed below:
a. Downsizing your costs- Hiring outsourced tax preparation services enables tax practitioners to lower their overheads and investment outlays by more than 50 percent.
b. Access to eminent professionals- Collaborating with outsourcing companies allows tax practitioners to get increased professional support at competent prices
c. Better workflow management during tax season – The stress of tax season is real! With our outsourced tax preparation services, you can shift excess workload to us and better manage your workflow.
What is the method to share the relevant information with our team after the outsourcing contract commences?
Our team can work on both desktops based as well as cloud-based models. Under the desktop-based model, we access your system using VPN and prepare tax returns on your system without moving any data outside the US.
Under the cloud-based model, we access your soft wares online and work online so that data security is not compromised.
Do you have the necessary software systems and IT infrastructure to manage the US tax requirements of the clients?
Majority of our employees are QB & Xero Certified. We have capabilities of working in different Accounting & Tax software like QuickBooks Desktop, QuickBooks Online, Xero, Intacct, Accounting CS, NetSuite, Drake, Proseries, Proconnect, Lacert to name a few.
We have our own dedicated in house IT team who help our client and team for IT set up.