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Service Bureau
Service Bureau


Get Secure, Comprehensive Outsourcing Support If You Have More Than 300 Tax Forms

We can prepare and process forms for you through our partnered Service Bureau. If you need to process more than 300 tax forms, you may be interested in handing off this task to our qualified staff. Contracting these services is more efficient, affordable and secure than doing it yourself.

Why Use Our Service Bureau?

Our team is backed by experienced, in-house tax compliance professionals and certified personnel. These qualifications, combined with our strict adherence to regulatory and compliance standards, makes our Service Bureau the most reliable and secure resource for your business.

  • When you take advantage of these services, you’ll enjoy:
  • Reduced expenses

    Eliminates the cost of supplies, such as inks, toners, postage and equipment

  • Time and labor savings

    Shifts the administrative process (and necessary expertise) to us, so you can focus on other business priorities

  • Enhanced compliance and data security

    Security is a top priority due to state-of-the-art production facilities with SOC 2 security and HIPAA compliance

  • Transparent communication

    Never any hidden costs or surprises, as all project work is reviewed in detail with a formal Statement of Work (SOW)

  • Carefully evaluated and authorized staff

    All staff must pass background and drug screenings, in addition to being verified by the Office of Inspector General (OIG) monthly

  • Decreased risk

    Provides maximum accuracy and quality control with your sensitive data

    Service Bureau Services

      • E-file 1099, W-2 and ACA Forms to IRS/SSA

        Simply upload your data and we’ll verify the information and provide reports/proofs before e-filing with the appropriate agencies

      • State Filing

        ACA state filing for NJ, CA, DC and RI plus W-2 and 1099 CF/SF filing and Direct-to-State filing for many states

      • Print & Mail Forms to Recipients

        When you choose this option, all forms are printed on 14”, 28# pressure-seal paper for added security

      • PDF Images for Archival

        Obtain your PDF copies, if necessary (Note: We maintain copies for four years for your convenience)

      • Bulk Mail Delivery (deadline to submit files is Jan. 17)

        We can drop ship recipient copies to a single location for you to distribute or hand-deliver yourself

      • SSN Masking on Recipient Documents

        Mask the first 5 digits of a recipient’s TIN (SSN or EIN) for greater security

      • Data Conversion/Technical Support

        Can’t get your data into the template? Let us save you time by formatting the data into the correct fields – from multiple files, if necessary

      • CASS/NCOA Address Validation (available April-Dec)

        Want to ensure your forms reach their intended destination? In the off-season, we provide Coding Accuracy Support System (CASS)/National Change of Address (NCOA) address verification through the U.S. Postal Service

      • TIN Matching (available April-Dec)

        Avoid time-consuming and potentially expensive B Notices with our bulk TIN matching service to verify TIN/name combinations

  • Product Code: SERVICE-BUREAU

    We can prepare and process forms for you through our partnered Service Bureau
    - There are many services for you to choose from
    - A Custom Data Conversion Template is available for your Accounting Software output
    - Choose from E-file, Print and Mail options
    - Personal Account Manager assigned to you

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