Resources

Guides and tools for CPA firms

Practical guides for CPA firms that outsource, or are thinking about it.

Featured guide

A preparation and review checklist for partnership returns: deadlines, penalties, e-file rules, capital accounts, allocations and K-1 delivery.

A checklist for S corporation returns: deadlines, eligibility, reasonable compensation, Form 7203 basis reporting and the penalties for filing late.

What IRC section 7216 requires before a CPA firm shares return information with a preparer outside the United States, and a checklist.

What a Form 1040 consent to disclose return information to a preparer outside the United States must say, word for word, and how it must be signed.

Why the FTC Safeguards Rule requires a WISP, what IRS Publication 5708 covers, and what to ask of any service provider handling client data.

How to size the hours your returns need, find the gap before January, and decide between overtime, seasonal hires, extensions and outsourcing.

The pricing models used for outsourced tax and accounting work, what drives the price, and how CPA firms can compare quotes on a like for like basis.

Twenty questions to ask before outsourcing tax preparation, bookkeeping or payroll, covering quality, security, compliance and clients.

Federal filing deadlines for calendar year returns in 2027, adjusted for weekends, from W-2s and 1099s through extended returns.

Work out whether your team has the hours for the returns coming in, and how much help would close the gap.

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