We are thrilled to announce the expansion of our services with the launch of the new Upsourced tax service, integrated seamlessly with our existing accounting and CFO services. At Upsourced, we’re committed to providing comprehensive support to our clients, and after years of feedback, we’ve decided to add tax!
Tax planning and compliance are essential components of any successful business strategy. By incorporating tax services into our offerings, we can provide a holistic approach to your financial and business needs. The Upsourced tax team will work closely with your current Upsourced services team to ensure every aspect of your business strategy is aligned.
What’s included in the Upsourced tax service?
- Integrated Tax & Business Strategy: We align tax planning with your business goals.
- Comprehensive Tax Compliance: Business tax preparation and tax payments. Upsourced will handle all compliance aspects so you can focus on what you do best—running your business.
- Proactive Tax Planning: We will work year-round with dedicated quarterly meetings to identify opportunities for tax savings, helping you stay ahead of the game.
- Cross-Team Collaboration: Our tax experts collaborate with your existing client service team to provide seamless support.
What’s not included in the Upsourced tax service?
- Low-cost, compliance-only returns: We're a bad fit if you want to check a box and file your return for the lowest possible fee. Our service is comprehensive, consultative, and ongoing.
- Tax-only relationships: We do not currently offer our tax service on a standalone basis. To access this team, you must be an ongoing accounting and CFO client.
- We do not file personal tax returns for all clients, as the complexity and needs can vary greatly. If you’d like us to prepare your personal tax return, we’re happy to evaluate your prior year's return and indicate whether we can help or not.
What’s the expected cost?
- We’ll need your business tax return from last year to provide an accurate cost estimate. If you’d like us to prepare your personal tax return, we’ll need your previous one as well. After analysis, we’ll estimate a monthly cost. Sometimes, we may charge one-time fees for tax preparation, but we aim to provide our full-service offering in a monthly cost format similar to our other services today. The price can be as small as $300 per month up to $800 per month and more, depending on your situation and complexity.
What’s the best way to find out if we’re a fit?
- Inquire with your current Upsourced team to obtain a pricing estimate. If you’re not yet an Upsourced client, set a time with our business development team here: https://upsourcedaccounting.com/contact-us/
At Upsourced, we believe in building lasting relationships with our clients. Our new tax service is another way to enhance our services to better meet your needs.
We’re excited to continue growing with you!