Outsourced Tax Preparation Services, Delivered Entirely Online
Remote, CPA-led tax preparation for nonprofits, churches, private and Christian schools, clergy, individuals, and closely held businesses.
Every return is reviewed by Shaun Glenn, CPA, MSA, MST, before it is filed.
Tax Preparation Built Around Your Specific Obligations
Tax preparation involves more than filling out forms. Your CPA needs to understand your financial structure, identify the rules that apply to you, and make sure every detail is handled correctly before filing.
Simplicity Financial provides outsourced tax preparation based on the actual needs of each client. Whether you are a nonprofit, church, pastor, private school, business owner, or individual filer, you receive organized, accurate tax support from an experienced CPA.
Every engagement is fully remote. Simplicity Financial serves clients throughout Southern California and across the United States.
Tax Preparation Services
Form 990 preparation requires an understanding of fund accounting, restricted and unrestricted revenue, program expense allocation, and the reporting responsibilities of tax-exempt organizations.
Simplicity Financial helps nonprofits and applicable church-affiliated organizations determine their filing obligations and prepare accurate returns based on their financial activity.
- Form 990 preparation
- Review of restricted and unrestricted revenue
- Program and administrative expense allocation
- Unrelated business income tax analysis
- Supporting schedules and documentation
- Review of tax-exempt organization compliance
Clergy taxes differ from standard employee situations.
Ministers may be treated as employees for federal income-tax purposes while being subject to self-employment tax under SECA for ministerial earnings. Housing allowances also require careful handling.
- Clergy and minister tax returns
- Housing allowance reporting
- SECA obligations
- Estimated tax payments
- Ministerial income
- Dual tax status
- Ministry-related deductions
- Review of supporting documentation
Business taxes become more complicated when federal requirements, California taxes, and business-entity obligations overlap.
Simplicity Financial provides outsourced tax preparation for:
S corporations
Sole proprietors
Partnerships
Closely held corporations
Every return is reviewed by a CPA before filing, with attention to federal requirements, California income tax, franchise tax, and the obligations associated with your business structure.
Private and Christian schools may have filing obligations connected to their nonprofit, religious, or business structure.
Simplicity Financial understands the financial reporting needs of faith-based educational institutions and provides tax preparation based on each school’s specific structure and activities. Support can include nonprofit returns, unrelated business income analysis, payroll-related tax considerations, and coordination between tax filings and the school’s financial records.
What Is Tax Preparation Outsourcing?
Tax preparation outsourcing means handing the preparation and filing process to an external CPA instead of managing it yourself or maintaining internal staff for the work.
At Simplicity Financial, the process is handled remotely. Shaun reviews your financial records, identifies the returns and supporting documents required, prepares the filing, and reviews everything before submission.
You receive CPA-led tax preparation without the cost and responsibility of adding another full- time position to your organization.
Which Service Is Right for You?
Save Time on a Process That Requires Accuracy
Preparing taxes for a nonprofit, church-affiliated organization, school, clergy member, or closely held business takes time and careful attention.
Outsourcing allows you to hand off the documentation, preparation, and review process to a CPA who understands the rules that may apply to your situation.
Access Specialized Experience
Form 990 preparation, UBIT analysis, housing allowances, SECA, and tax considerations for faith-based organizations are not areas every CPA regularly encounters.
Shaun has more than 15 years of experience in church and nonprofit finance, giving every return the benefit of that specialization.
Avoid the Cost of an Internal Hire
Maintaining in-house accounting staff can be expensive.
Outsourced tax preparation gives churches, nonprofits, schools, and businesses access to CPA-level support without the salary, benefits, software, and administrative costs of another employee.
Scale Support as Your Needs Change
Tax needs can change as an organization grows, adds programs, hires staff, changes its structure, or develops new sources of revenue.
Outsourced tax preparation can scale from an individual clergy return to more complex business or nonprofit filings.
Remote Tax Preparation Across Southern California and Nationwide
Simplicity Financial is based in Eastvale, California, and works entirely online.
Clients throughout Los Angeles, Orange County, Riverside, the Inland Empire, San Diego, and across the United States receive the same CPA-led tax preparation without needing to visit an office.
Records, communication, preparation, and review can all be handled remotely.
Common Questions About Outsourced Tax Preparation Services
What Is the Benefit of Outsourcing Tax Preparation?
Do I Need to Be Located in Eastvale, California?
Yes, our services are fully remote and available across the U.S.
What Types of Taxes Can Simplicity Financial Help With?
Yes, our services are fully remote and available across the U.S.
What Can I Focus on by Outsourcing My Taxes?
Yes, our services are fully remote and available across the U.S.
How Do I Get Started?
Yes, our services are fully remote and available across the U.S.
Why Choose Simplicity Financial?
Yes, our services are fully remote and available across the U.S.
Make Tax Preparation Simpler
You do not need to understand every form or have every document organized before reaching out.
Schedule a conversation with Shaun to discuss your situation and determine
what tax preparation support you need.