Frequently Asked Questions

Outsourcing tax preparation services helps free up time during the busy season, while maintaining the same quality you rely upon from your own staff. It can help cut staffing costs without losing qualified employees, provide a more stable workload for your staff, and fill in any staffing gaps you might have to help you maintain or grow your business. JDA TSG Accounting Pros provides prepared and reviewed tax returns in a file ready state in your tax software, ready for final review and submission by your team.  

We partner with CPA Firms, Wealth Management companies, and organizations of all sizes that offer tax return services to their clients. View our pricing packages in more detail.

Our staff is spread across the US and all of them are either CPAs or Enrolled Agents. Many of the managers and senior accountants have experience with Big 4 firms and are well-versed in complex tax and accounting practices. Talent is aligned with the complexity and industry of the returns provided.  

 With each executed return, clients will receive a tax preparation Excel workbook, and a first review checklist completed by our team. 

All clients receive access to our proprietary client portal which shows the status of all returns assigned, the cost associated with completed returns, and all steps in between.  

In the client portal, we’ve built a price estimator for returns and their associated forms and schedules, so you can easily understand the cost of any given return. For any returns that look significantly above and beyond the norm, we will flag these before executing to ensure we are on the same page. 

• JDA TSG staff work within firm software and document managements systems and do not download any
  PII onto JDA TSG servers
• JDA TSG utilizes the Microsoft Virtual Cloud Environment to ensure tax experts are safely accessing
  firm data. The environment prevents Downloading, Screenshotting and Printing, so your customers’ data is secure.
• Each tax expert accessing firm software platforms will have their own unique login, so usernames and passwords will not be shared. JDA TSG advises and most firms implement 2-factor authentication, further protecting PII.
• Every tax expert working at JDA TSG goes through a rigorous recruiting process, including background checks, certification checks and regular local, state and federal compliance audits.

Our Accounting Pros staff are well-versed in the Intuit tax software suite of ProConnect, Lacerte and ProSeries. We are also familiar with most document management systems, such as Canopy, Karbon, Intuit Link, Tax Dome etc. Please note, Lacerte users must be hosted on Rightworks in order for our professionals to access your tax software.  

Accounting Pros targets 5 business days to turnaround times for returns prepared with including 100% of the documentation necessary to complete the return, including the prior year’s return. If additional documentation is deemed necessary, the 5-day turnaround time will extend until the documentation is provided. 

Starting November 1, kickoff calls will occur within a week of deposit payment. For all contracts signed prior to November 1, kickoff calls will occur within the first 2 weeks of November.