Tax Service Support

We Help You Perform Tax Planning and Preparation

Most small business owners delegate their tax planning and preparation to an independent contractor. That's why you position your tax planning and preparation service to perform their tax planning and preparation.

You don’t need degreed or licensed accountants to perform your tax planning and preparation service. But you do need educated, certified, and managed tax planners and preparers to perform your tax planning and preparation service.

Tax Planning and Preparation with QuickBooks Online Guide

Our Tax Planning and Preparation with QuickBooks Online Guide details our tax planning and preparation service process. The Guide presents our daily, weekly, monthly, and annual tax planning and preparation policies, procedures, and checklists using QuickBooks Online Accountant, ProConnect Tax Online, and Intuit Tax Advisor.

You use the Guide to direct and manage your Tax Team members.

Tax Certification

Our Individual Tax Certification, Business Tax Certification, and Tax Planning Certification communicate your Tax Team member's tax planning and preparation knowledge to your clients.

Tax Management

Our Tax Team managers develop your Tax Team member's tax planning and preparation skill and enable them to manage your Tax Team members. We support your Tax Team members and review their work.

Certified Tax Professional (CTP) License

Our Certified Tax Professional (CTP) license communicates your Tax Team members' tax planning and preparation knowledge, skill, experience, and ethics to clients.

We Provide Tax Team Members

We provide permanent or temporary Tax Team members to help you perform your tax planning and preparation services. Each team member is educated, certified, and experienced in tax planning and preparation and our tax planning and perparation service process.