How the process works:

Simply market yourself as a tax planning and preparation office.

It's not hard to convince a client who trusts you with management of their assets to also trust you with the tax preparation from your plan.

Simply scan their financial information, W-2s, and other tax documents into www.taxprepbackoffice.com secured website and it automatically launches an e-mail to our team of CPAs. They then deposit the completed return and any “what-if returns,” back onto the secured website for you to access with your own private code to print.

How do I benefit?

Our CPAs go to work and prepare not only the return, but we also prepare any “what-if” returns to forecast scenarios showing the after-tax effect of your planning. You can securely communicate with the team of CPAs via the Tax Partners Customer Care Center and tell them what you need, and ask questions about the final return so that you’re sure you understand the final results.

You appear as the preparer from start to finish in the process, yet you have no ultimate responsibility other than the safeguarding of the data through the process.

At www.taxprepbackoffice.com our team of CPAs are licensed to prepare returns in all states and we are the responsible party with the IRS.

Best part of all – if your client should have an error, an audit, or any unfavorable tax outcome, you're not the responsible party in the eyes of the IRS. The professionals at www.taxprepbackoffice.com will represent your client and keep you in the loop.