Overflow returns, review and IRS notices for CPA and EA firms
Done in your software by Cody Ring, EA. You choose the reviewer and the signer, and we don't solicit your clients.
What firms send us
Overflow preparation
1040, 1041, 1065, 1120, 1120-S, 990 and 709 returns, prepared review-ready with an open-items list. Your reviewer signs, or we do when you engage us to.
Review
A second review of your staff's returns, with or without our sign-off.
IRS notices and representation
CP2000 responses, penalty abatement, payment plans, levies and exams under a Form 2848. The client stays yours, and you stay copied.
Contract seat
Cody in your systems 5 to 15 hours a week for prep, review or notices.
How it works
- Start with a paid trial: your first five returns at the rates below, with no further commitment.
- Send each job on one short work order with the client code, return, due date and reviewer.
- We work in your software. CCH Axcess, GoSystem, Drake and SurePrep today; other platforms after a two-hour paid setup.
- Returns come back five business days after we have everything on our intake list, and review notes are cleared within two.
- Invoices go out on the 1st and 16th, paid by ACH, net 15.
Rates
Percentage of engagement revenue
A share of what your firm bills the client for the engagement.
| Scope | Share |
|---|---|
| Tax work, priced by scope | |
| Review only, no sign-off | 30% |
| Prep only, with review and signing by your team | 40% |
| Review with sign-off, or review with direct client contact | 40% |
| Prep and review, including tax plan engagements | 50% |
| Prep, review, sign-off and client contact: we work as your tax department | 80% |
| Other work | |
| Tax representation | 75% |
Hourly
| Work | Per hour |
|---|---|
| Bookkeeping | $80 |
| Complex tax prep | $90 |
| Review | $100 |
| Review with sign-off | $115 |
| Tax representation | $125 |
You choose hourly or a percentage for each engagement, and we confirm it in writing before work starts. Your firm's software, e-filing and portal costs stay with your firm. Rates effective December 1, 2026. Work orders we receive before then are billed at the rates we published before that date, and we send that schedule on request.
No cap on hours for the 2027 season
We do not cap the hours we will commit to the 2027 season, January through April included. Send your expected return count by type and your busiest weeks, and we will tell you what we can take and what it costs.
Why firms use us
- Cody Ring, EA does the work, in the United States, so your clients' SSNs never leave the country and no offshore-disclosure consent is needed.
- A named Enrolled Agent with unlimited practice rights before the IRS, not an anonymous vendor.
- Your clients stay yours, backed by a mutual non-solicit in writing.
- Prep and review stay in your systems, with named accounts and MFA on every login.
- Agreement, W-9, E&O certificate and security summary are ready the day you ask.
Security
Prep and review work stays in your systems, and representation files stay encrypted in ours until the matter closes. The work on your files is done by Cody Ring, EA, who holds a PTIN and works in the United States. Our one-page security summary covers access, devices, incidents and what happens when a contract ends.
About
Cody Ring is an Enrolled Agent with an MBA and CBIZ experience in multi-state returns and IRS controversy. Ring Tax Accounting & Advisory is based in Lakeland, Florida, and works with firms nationwide.
Questions firms ask
Who signs the returns?
Your reviewer does, unless you engage us for sign-off. Then Cody Ring, EA signs as the paid preparer, with his PTIN.
Do you send work offshore?
No. Cody Ring, EA does the work in the United States, so your clients' SSNs never leave the country and no offshore-disclosure consent is needed. Your firm's usual section 7216 consent still applies to outside help.
What software do you use?
CCH Axcess, GoSystem, Drake and SurePrep today. Other platforms take a two-hour paid setup.
How fast is turnaround?
Five business days after we have everything on our intake list, with review notes cleared in two.
Will you contact my clients?
Only when you ask us to, and we don't solicit them. The non-solicit is mutual and in writing.
Are you a CPA firm?
No. Ring Tax is an Enrolled Agent firm, and Cody Ring is enrolled to practice before the IRS. We don't perform attest work.
Tell us about your season
cody@ringtaxes.com(863) 370-8115Lakeland, Florida
Tell us about your season
A few questions about your firm, your software and your busy weeks. Then pick a time for a capacity call.
Prefer to talk? Call (863) 370-8115 or Book a capacity call.
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Cody Ring is an Enrolled Agent, enrolled to practice before the Internal Revenue Service. Ring Tax Accounting & Advisory is an EA firm, not a CPA firm, and does not perform attest work. Your firm's software, e-filing and portal costs stay with your firm. Rates effective December 1, 2026.