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At US Tax Resources, we provide your firm with the ability to attract and retain new clients by offering US tax services.
How do we do this?
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We offer heavily discounted US Tax preparation services to you under a subcontract with your firm.
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We offer a back office project management platform, enabling you to independently monitor the progress of your clients US tax return preparation.
We offer:
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Marketing materials for your firm.
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Q&A lists for what clients may ask.
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Pricing sheets.
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Subcontractor agreements between your firm and us.
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Custom engagement letters between your client and us.
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Additional US privacy policy to incorporate into your firm (For IRS compliance purposes).
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Dashboard of the status of all of your clients' returns.
To get started:
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Schedule a FREE consultation.
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Like and follow us on your favorite social media sites.
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We will create a secure online portal to send files to each other.
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Download and electronically sign the subcontractor agreement from the portal.
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We will sign and return the agreement via the portal.
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We will create and send customized engagement letters for your clients requiring US tax services via the portal
When a client approaches you with US tax services
You can use the Q&A sheet, as well as the pricing calculator to tell them what they will need to file, and how much it will cost- in plain English.
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You have the client electronically sign the engagement at your office, or on their computer, or mobile device.
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Send us a copy of the quote
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We will ask for 1/2 of the invoice to be paid upfront and the remaining half within 30 days of filling.
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We prepare the applicable returns.
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Once the return is complete, you and your client will receive a copy of the return to review, once reviewed and approved by you and your client, it will be e-filed to the IRS.
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We will send you a bill for the remaining 1/2 of the invoice.
Services for Accounting Firms
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