How to Order Outsourcing...
Our Service Bureau will print, mail, and e-file your IRS information returns along with their transmittal summaries. We check each file for accuracy before submission, helping you avoid errors and penalties all at a competitive price.
All quotes are based on the number of employees.
• E-filing is handled under our company’s Transmitter Control Code (TCC), so you don’t need to register with the IRS.
• Call our office at (480) 706-6474 to get started. A member of our team will review your situation and recommend the best filing option.
Our outsourcing process...
Call Us
Contact our main office at (480) 706-6474 to begin.Upload Your Excel File
Send your data securely through our protected upload portal.Validation & Review
Our system checks your file for formatting problems, missing information, and anything that is likely to cause an IRS rejection. Issues are explained in plain English so you know exactly what needs to be corrected and why.Approve the file, or upload a corrected version if changes are required.
Filing & Delivery
We transmit your forms electronically to the IRS.
You receive an official IRS confirmation receipt and error summary report.
Printed copies are mailed in IRS-approved envelopes stamped “Important Tax Document Enclosed.”
For security, your Excel file is deleted from our system within a week after filing.
We handle original filings, corrections, and prior-year submissions. State filings can also be transmitted on your behalf.
Save time: We manage originals, corrections, and even prior-year filings.
Stay compliant: Our process ensures IRS-approved formatting and filing accuracy.
Expand coverage: We can also transmit state filings on your behalf.
Frequently Asked Questions (FAQs)
Begin by calling our office at (480) 706-6474 where a representative will review your specific filing situation and provide you with pricing information. Next, payment is taken and shortly after access to our secure client portal is setup where you will upload your data (typically an Excel file).
You supply your raw data in Excel format (or similar) which includes payee records, payor details, etc.
Once uploaded to the secure portal, your service rep runs three validation processes, produces an error report and sends back a passcode-protected PDF of the forms for your review.
You then accept or reject the PDFs. If rejected you upload corrected file and they repeat the process prior to electronic filing.
Their service supports originals, corrections, and even prior year filings for many information return types (1099, 1098, ACA forms, etc).
They also support state filings in addition to federal filings.
So regardless of whether you’re filing current year, correcting an error, or catching up a prior year, you can choose the outsourcing path.
Once you approve the forms, the outsourcing service prints on plain paper, tri-folds them, inserts them in envelopes embossed with “Important Tax Document Enclosed,” and mails them using their secure print/mail house.
Simultaneously they transmit electronically to the IRS (and/or states), then forward the official IRS confirmation receipt and any error summary report back to you. Their system deletes your uploaded Excel file within a week after e-filing to help safeguard data.