Automating tax preparation

SurePrep Outsource
Complete outsourced tax return preparation services

Why choose Outsource?

Our outsourced tax preparation services can help your firm prepare more returns without adding staff. Whether your firm wants to grow its practice or simply combat workload compression, our full-time staff of trained professionals provides year-round assistance.

Our team prepares 1040s, 1041s, and business tax return forms 990, 1065, 1120, and 1120S for firms that use UltraTax CSGoSystem Tax RS, CCH Axcess Tax, and Lacerte.

What you get with Outsource

Reduce workload compression

Outsourcing even a portion of your workload can help make peak season more manageable. Our staff uses the same tax software as your firm, so you can review it as if your own staff prepared the return.

Grow your tax practice

Think of SurePrep staff as the preparers in your office. With the time saved by eliminating preparation, you can concentrate on providing other value-added services to your clients.

Address staffing shortages

Finding qualified staff can be difficult — outsourcing tax preparation to an experienced team with a quick turnaround time helps you prepare more returns without hiring additional team members.

Ready to start a conversation?

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you.

Or you can call a representative in your region at 800-968-8900.