Barrett Financial works behind the scenes inside your existing tax software to help prepare and review individual returns—giving your firm more capacity without the cost and complexity of seasonal hiring.
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Barrett extends your tax team without taking over the parts of the client relationship your firm wants to keep.
Explore what’s included, transparent starting rates, how the process works, and what you can expect from Barrett Financial.
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Preparation of eligible individual income tax returns within your firm’s software environment.
Support for sole proprietor business activity reported on Schedule C.
Preparation of capital gain and loss reporting when applicable.
Preparation of rental and pass-through activity reported on Schedule E.
Every completed return receives an internal review before being marked ready for your firm.
We provide notes when missing information, assumptions, prior-year differences, or other review items require your attention.
We review your software, workflow, expected volume, and access requirements.
We establish software access and a designated SharePoint workspace for your firm.
Your team sends complete return packages with prior-year information, current-year documents, and client notes.
We prepare the return inside your environment, complete internal review, and communicate questions when needed.
Completed returns are returned to your team with review notes when applicable.
Production Support is designed to add dependable preparation capacity without forcing your firm to give up control of the client, software, or filing process.
Your returns are prepared and reviewed by a U.S.-based team.
We log into your existing tax environment so returns remain within your ecosystem.
Standard turnaround is typically under five business days when a complete submission is received.
Add capacity during tax season, support growth, and reduce the pressure to hire and train temporary staff.
Let’s talk about your software, expected return volume, and where additional production support could fit into your existing workflow.
