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Outsourcing Tax Preparation & Return Services

Tax Preparation Service

Our Tax Preparation Service Models

We offer two versatile models for Tax Preparation service: one for more regular and the other for a more flexible.

Full-Time Equivalent (FTE) / Half FTE Model

Flexible support dedicated to the changing needs of your workload. Our FTE model provides consistent, reliable support in all tax and accounting functions for our valued clients.

  • Full-Time Equivalent (FTE): 8 hrs/day providing effective tax preparation service.
  • Half FTE: 4 hrs/day; for clients with lighter or seasonal workloads.
  • Additional Flexibility:
    • Outside tax season, when you feel that the tax work required is less, you can give bookkeeping, accounting, or administrative tasks to your dedicated resource. This way, you'll be sure to have continuity and productivity all year round.
    • During tax season, start off with an 8-hour FTE for maximum workability, and after tax season if the workload is minimal you can shift to a Half FTE.

Transactional Model (Per Return Basis)

For clients who need flexibility, our Transactional Model provides a pay-per-return structure:

  • Pay-Per-Return: Pays per return prepared and is good for slight, fluctuating, or very seasonal volumes.
  • This model lets one have control over his budget and will thus rapidly speed up or slow down his infrastructure to suit his oscillating needs.

Both of the models connect you with our well-experienced team combining expertise and precision in providing world-class tax preparation, accuracy, and care required for your business. Select the model best suited for your organization, and let us handle all the details for further better needs.

Tax Preparation Process

1

Tailor-made Onboarding and Requirements Acquisition

We begin with a detailed onboarding session that shall understand the specific tax process, preference, and client requirements of your firm. In this way, we can align our process to your workflow.

2

Remote Desktop Access

Our team will access your systems safely through a remote desktop installation and work directly in your secure environment, so you can easily collaborate together and have full control over your information while still adhering to your internal security protocols.

3

Data Review and Tax Preparation

Our tax experts review all data provided to ensure accuracy and consistency. We will enter, categorize, and preliminary prepare data, including following IRS rules and your firm's preferences.

4

Quality check and compliance audit

We check quality at every stage of preparation to ensure IRS compliance. In the multi-step review process that follows, we maintain the level of quality that you and your customers demand.

5

Review and Approval Submission

Completed returns are submitted for your final check and review upon approval at client level. Upon approval, we assist in the filing to submit the return on time as indicated in your timelines.

Services We Offer

Services We Offer:

Individual Tax Returns

Federal and state income tax returns, incorporating updated deductions, credits, and adjustments for the new IRS standard.

Corporate/Business Tax Return

Our professional handling includes tax returns for corporations, partnerships, and any other business organizations by optimizing tax strategies in compliance with federal, state, and local tax laws.

Estate and Trust Tax Return

We will handle estate and trust-specific tax returns with the particularities of Form 1041 and related requirements to ease planning and compliance on taxation.

Amended Tax Returns

We do amended returns in the case there was an error in tax filing that needs correction or additional refunds are sought, or adjustments properly made.

Expat Tax Filing (Forms 2555, 5471, 5472, 8865, 8858, 3520, 8938)

We have expertise in expat tax returns for U.S. citizens and residents abroad. Our services include filing the following: Foreign Income Exclusion forms 2555, FBAR/Foreign Corporation (5471), and others.

Filing FBAR (Foreign Bank Account Reporting)

With our services, you will not have any problems when it comes to reporting your foreign bank accounts and assets. We help you avoid the hefty fines which could be imposed on you if you fail to comply with FATCA.

QUICK CONNECT

Get Started with Trusted Tax Support

Need Accounting, Tax, Payroll, or Audit help? We are here for you at FinFlex Tax. Reach us instantly by filling the form below. Have questions about our services? Or maybe you need some personalized and customized financial solutions? We are here for you. Expert Support at Your Fingertips!

Explore Our Services with a Free Consultation

Explore Our Services with a Free Consultation

Make this Reach out to FinFlex Tax for prompt assistance with your Financial needs. We're here to provide tailored solutions just for you!