Tax
Preparation
What sets Aurnex’s Tax Preparation Services Apart?
Our team of dedicated experts manages intricate tax form preparation with precision, ensuring compliance and freeing up your team’s time to focus on strategic growth and personalized client service. Harness Aurnex’s cutting-edge, technology-driven solutions to streamline workflows, reduce workload burdens, and empower your firm to achieve unprecedented efficiency and client satisfaction.
Why Choose Aurnex’s Tax Preparation Services?
Specialized US Tax Knowledge:Â Our tax professionals, well-versed in US tax laws, are ideal for addressing seasonal talent shortages during tax season and are also suitable for long-term roles.
Effortless Scalability and Team Extension:Â Seamlessly scale your team by outsourcing tax preparation to our experienced tax preparers, who integrate smoothly as an extension of your team.
Significant Yearly Cost Savings:Â Clients of Aurnex consistently experience substantial annual cost savings, enabling reinvestment in other growth-driven accounting activities.
Enhanced Time Management:Â By outsourcing tax return preparation, firms can allocate more time to other services and client engagement, boosting client retention and acquisition.
Flexible Engagement Models: Whether you need seasonal, permanent, or ad-hoc support, our tax services are designed to meet your needs. Explore our engagement models to find the best fit for your firm.
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Tax Preparation
Sub Services
Tax Preparation
Process Flow
- A list of clients including contact details and unique identifiers.
- Copy of Prior Year Tax Returns.
- Income Documents: W-2s, 1099s, K-1s, and other income-related documents for individuals and businesses.
- Expense Documents: Receipts, invoices, and other documentation for deductible expenses.
- Bank Statements: Monthly bank statements to reconcile income and expenses.
- Investment Information: Statements for brokerage accounts, retirement accounts, and other investments.
- Loan and Mortgage Documents: Information on loans and mortgages, including interest statements (Form 1098).
- Other Relevant Documents: Any additional documents specific to the client’s tax situation, such as real estate transactions, charitable contributions, medical expenses, etc.
- Access credentials to the tax software including the backup used by the CPA firm (e.g., Lacerte, ProSeries, Drake, UltraTax).
- Access to the firm’s client management or CRM system to retrieve and update client information.
- Access to the firm’s document management system for secure uploading and downloading of documents.
- Preparation of Individual Income Tax Returns (1040)
- Preparation of Income Tax Returns of Fiduciaries (1041)
- Preparation of Income Tax Returns of Partnerships (1065)
- Preparation of Income Tax Returns of C Corporations (1120)
- Preparation of Income Tax Returns of S Corporations (1120S)
- Preparation of Payroll Returns
- Preparation of Sales and Use Tax Returns for States
- Preparation of Year-End Reporting (1099s)
- Completed Tax Returns
- Payroll and Sales Tax Returns
- Year-end Reporting
- Quality Assurance and Compliance
- Technology Integration
Softwares
We Use
US Office
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