Offer tax preparation to your clients without building the staff, software, training, and infrastructure behind it. Barrett Financial provides the tax-production engine while your firm keeps the client relationship.
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Your firm stays focused on the client relationship while Barrett Financial handles the tax-production work behind the scenes.
Explore what’s included, transparent starting rates, how the process works, and what you can expect from Barrett Financial.
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We prepare client returns using our established tax-production workflow.
Returns receive a professional review before moving forward in the filing process.
We coordinate required taxpayer signatures as part of the filing workflow.
We electronically file returns, address filing rejections when needed, and monitor acceptance.
Meet with our team to review your firm, workflow, and service needs.
We create a designated SharePoint folder for your firm to send client documents.
We prepare and review returns while keeping your team updated on progress.
We obtain required e-signatures and electronically file the completed return.
Barrett Financial assumes responsibility for the tax preparation and filing work we perform.
The Tax Partnership Program is designed to expand your capabilities without competing with your client relationships or forcing you to build a tax department internally.
We operate behind the scenes so your firm remains the primary client relationship.
Tax preparation and review are handled by a U.S.-based team.
Expand your tax offering without immediately adding internal tax staff and infrastructure.
Preparation, review, signatures, filing, and acceptance are handled through one connected process.
Let’s talk about your firm, your client base, and how the Tax Partnership Program could fit into your existing service model.
