What do CPA firms typically disclose to clients regarding outsourcing?
The privacy statements issued by most CPA firms address this issue. There is typically a provision in most privacy statements that disclose that the firm may be a need to disclose client information to third parties who provide help in servicing their accounts. Most firms reference outsourcing directly or indirectly in their privacy statement in order to comply with the Graham Leach Bliley Act. In either case, as long as the taxpayer is assured that his/her return will be reviewed by the firm’s tax department prior to filing, they generally respond favorably to outsourcing. How does your process work? Please see our Outsourcing Process section or view our Corporate Brochure in the Resources section for an overview. How do I begin? We begin by providing a pilot project for you at no cost. The pilot project demonstrates the outsourcing process and enables you to see first hand how working with BuPro will benefit your business. Please contact us to learn more about getting started with a
