Starting at $11 per Hour

Your dedicated representative works exclusively for your organization and can handle:

• Client inbound and outbound calls

• Appointment scheduling

• Lead follow-up

• Document collection

• Customer service inquiries

• Status updates for tax preparation clients

• CRM updates and note-taking

• English and Spanish communication

Ideal For:

• Tax resolution firms

• Tax preparation companies

• CPA firms

• Bookkeeping businesses

Starting at $15 per Hour

Our 1040 Tax Preparation Intake Specialists perform many of the functions typically handled by tax preparers, allowing your licensed staff to focus on review and final filings.

Responsibilities Include:

• Reviewing tax documents

• Organizing client records

• Gathering missing information

• Preparing workpapers

• Completing tax organizer reviews

• Entering tax return data

• Verifying documentation

• Client follow-up for outstanding items

• Preparing returns for final review

Important Note

These professionals assist with preparation and intake activities but do not sign tax returns or provide tax advice. Final review and signing authority remain with your licensed tax professional.

Return Review & Sign-Off Only

$8 Per Completed Return

Already have returns prepared?

Our reviewer can perform:

• Quality review

• Accuracy validation

• Compliance checks

• Final sign-off

A cost-effective solution when internal staff handle preparation but need additional review capacity.

Need support without hiring a full-time team member?

1040 Return Preparation Only

$40 Per Return

Includes:

• Data entry

• Income documentation review

• Tax software preparation

• Workpaper organization

• Return ready for review

Recommended for firms with seasonal volume.

1040 Return Preparation + Reviewer Sign-Off

$65 Per Return

Includes:

• Complete return preparation

• Quality review

• Reviewer oversight

• Final sign-off by qualified reviewer

• Return completion package

Perfect for firms seeking an end-to-end preparation solution.