What to include
- Return mix. Rough counts of individual, partnership, S-corp, C-corp and other returns
- Bookkeeping. How many business clients arrive with books that need cleanup
- Software. Your tax, workpaper, bookkeeping and portal software, and how remote access works
- Timing. Seasonal only, extension season, or year-round
- Review. How your firm reviews work today and who would be the contact for questions
What happens next
A service partner reviews your request and replies by email or phone to arrange a call. After it you receive a written scope covering tasks, volumes, access and security terms and the review handoff. You can adjust it or decline.
Before the call
Read security and compliance for outsourced tax work and note any consent or security questions your firm wants answered. Settling them early keeps the season on track.