Offshore Outsourcing of Tax-Return Preparation

Robertson, Jesse C., Stone, Dan N., Niederwanger, Liza R., Grocki, Matthew B., Martin, Erica, and Smith, Ed. 2005. Outsourcing of tax-return preparation. CPA Journal. 75 (6): 54-57.

Posted: 13 Sep 2004 Last revised: 24 Feb 2017

See all articles by Jesse C. Robertson

Jesse C. Robertson

University of North Texas

Dan N. Stone

University of Kentucky - Von Allmen School of Accountancy

Liza R. Niederwanger

Deloitte & Touche, LLP

Matthew B. Grocki

University of Kentucky - Von Allmen School of Accountancy

Erica Martin

Crowe Chizek and Company LLC

Ed Smith

University of Kentucky - Von Allmen School of Accountancy

Date Written: June , 2005

Abstract

Outsourcing business processes overseas is increasingly common in the banking, financial services, retailing, insurance, and telecommunications sectors. Economists and accounting professionals expect this trend to accelerate; Deloitte Consulting LLP expects two million financial services industry jobs to relocate overseas during the next few years. Many large CPA firms have begun shifting tax-compliance work overseas, through outsourcing facilitators, to Chartered Accountants (CA) in India. Outsourcing tax-compliance work overseas can enable CPAs to focus on highermargin services such as tax consulting, to reduce labor costs, and to increase the speed of tax-return processing. With such potential benefits, CPA firms will likely join other segments in increasingly outsourcing tax-compliance services.

Suggested Citation

Robertson, Jesse C. and Stone, Dan N. and Niederwanger, Liza R. and Grocki, Matthew B. and Martin, Erica and Smith, Ed, Offshore Outsourcing of Tax-Return Preparation (June , 2005). Robertson, Jesse C., Stone, Dan N., Niederwanger, Liza R., Grocki, Matthew B., Martin, Erica, and Smith, Ed. 2005. Outsourcing of tax-return preparation. CPA Journal. 75 (6): 54-57., Available at SSRN: https://ssrn.com/abstract=588381 or http://dx.doi.org/10.2139/ssrn.588381

Jesse C. Robertson

University of North Texas ( email )

1155 Union Circle #305340
Denton, TX 76203
United States

Dan N. Stone (Contact Author)

University of Kentucky - Von Allmen School of Accountancy ( email )

Lexington, KY 40506
United States
859-257-3043 (Phone)
859-257-3654 (Fax)

Liza R. Niederwanger

Deloitte & Touche, LLP

155 East Broad Street
18th Floor
Columbus, OH 43215-3611
United States

Matthew B. Grocki

University of Kentucky - Von Allmen School of Accountancy ( email )

Lexington, KY 40506
United States

Erica Martin

Crowe Chizek and Company LLC ( email )

144 North Broadway
Lexington, KY 40507-1229
United States

Ed Smith

University of Kentucky - Von Allmen School of Accountancy ( email )

Lexington, KY 40506
United States

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