There's no doubt that you have questions.
      The following FAQs should give you the answers you need.
1040SCAN Outsource Tax Payer Security
 

1

  What are the advantages of outsourcing tax preparation with SurePrep?
2   If SurePrep's accountants are located offshore, how do they stay current on United States tax laws?
3   How long will it take SurePrep to prepare my clients' tax returns?
4  

How do I communicate with SurePrep's offshore staff?

5  

What do I tell my clients about who is preparing their return?

6  

Why are SurePrep's accountants located offshore?

7  

Do I have control over client files?

8  

How does SurePrep safeguard the security of my clients' personal information?

9  

After I submit a client's information for processing, what will I get back form SurePrep?

10  

How are SurePrep's services priced?

 
 
 

1

SurePrep offers numerous advantages including increased availability of qualified personnel, faster turnaround time, secure online access, and higher customer satisfaction. But the most important advantage is cost. By outsourcing the preparation of tax returns to SurePrep you can save up to 50 percent over what it is costing you now. At the same time, you can reduce, or even eliminate, your need to increase staff during peak tax season. In addition, by capturing and storing all your clients' tax information in electronic format, you will be able to take advantage of the latest technology to improve workflow, speed your tax preparation process, and take your firm paperless.
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2

SurePrep's Chartered Accountants are professionals who have been specially trained in US tax laws. They maintain proficiency through ongoing classes conducted live by US tax professionals that educate them on the latest changes in tax code.

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3

SurePrep's standard turnaround time is two to three business days. However, one business day response is available when needed.

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4

SurePrep has developed an Internet based document management tool that you will use to store your clients' source documents electronically. This easy to use tool also allows you to enter notes and comments about your clients' tax data that is pertinent to the preparation of the return. The SurePrep staff will inform you of any important information about the return using the same tool.

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5

While SurePrep's accountants will prepare the tax returns, our role is transparent to the process from your clients' perspective. Your firm is responsible for tax planning, reviewing and approving the return prior to delivery.

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6

It is well known that many countries have highly educated English-speaking workforces. Several large accounting firms such as Ernst & Young have already recognized this fact and are processing their US clients' tax returns offshore to lower costs and improve client service. Our firm continually strives to provide the highest quality and most cost effective service possible. These business practices allow us to deliver more efficient and cost effective services to you.

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7

Yes, you are always in control. Your firm maintains the original hard copy of your clients' records plus you can access the electronic files from anywhere on the Internet to see the status of each return. Once the return is complete, it is securely transmitted to you in a file format compatible with your tax software. If necessary, the return can easily be modified online by your staff or your SurePrep team.

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8

Client tax information is electronically shared on secure SurePrep servers utilizing the latest data encryption technology. SurePrep servers are located at SBC Communications' state of the art data facility located in the United States. All information is maintained online and a log entry is automatically generated each time it is accessed. In addition SurePrep accountants are bound by comprehensive non-disclosure agreements that require complete confidentiality.

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9

SurePrep will create separate electronic files for each type of source document. These documents will be placed into electronic folders organized to follow the flow of the particular tax return. The information on the source documents will be keyed into your tax processing system. Once completed, SurePrep will send you an email informing you that the source documents and electronic tax return are ready for you to download and review.

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10

Standard pricing for SurePrep's tax preparation services are based on the complexity of the return. Please contact SurePrep for detailed pricing information.

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