For accounting and tax firms
Add preparation capacity without changing who owns the client relationship.
Your team retains review and sign-off. Heritage handles the preparation work within your existing workflow.
Tax preparation support
Returns ready for review, not another round of preparation.
Heritage tax preparers work inside your tax software and follow your firm's preparation and workpaper standards.
The objective is straightforward: give your reviewer a substantially complete return with the supporting work already organized.
- Typical start
- 2 weeks
- Busy season cover
- Jan to Apr
What's included
- Form 1040 preparation, including Schedules C, D and E and K-1 inputs
- Form 1065, 1120 and 1120S preparation
- Multi-state returns and apportionment
- Extensions and estimated tax calculations
- Amended returns
- Workpapers prepared to your firm's standards
- Review-note clearance
- Prior-year cleanup
- Draft responses to IRS notices
For accounting and tax firms, For businesses
For businesses
Use Heritage to prepare business tax information alongside the accounting records, ready for review and filing by your CPA, enrolled agent or other authorized tax professional.
How we deliver
- 01
Access and standards
We establish access to the approved tax environment and learn your preparation standards, workpaper requirements and review process.
- 02
Preparation
Your dedicated preparer builds the return and supporting workpapers.
- 03
Review
Your reviewer receives the completed work, with questions and exceptions identified rather than hidden.
- 04
Signature and filing
Your firm or tax professional retains responsibility for final review, signature and filing.
Software we work in
- UltraTax CS
- Lacerte
- Drake
- ProSeries
- TaxDome
Section 7216
Where tax-return information is subject to IRS Section 7216 requirements, we incorporate the applicable taxpayer-consent process into the engagement before information is transferred or accessed.
Questions about this service
Do you sign returns?
No. We prepare returns for your review. Your firm reviews, signs and files, and remains responsible for the return.
Which tax software do you work in?
UltraTax CS, Lacerte, Drake and ProSeries, on your own server or cloud environment. If you use something else, tell us on the call.
How do you handle IRS Section 7216 consent?
We provide consent templates your clients can sign, and no return information is shared with our team until consent is in place.
Let's find out if this fits.
Fifteen minutes, no deck. Tell us where the pressure is and we will tell you honestly whether we can help.