Overflow returns, review and IRS notices for CPA and EA firms

Done in your software by Cody Ring, EA. You review and sign, 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.

Review

A second review of your staff's returns before you sign.

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

  1. Start with a paid trial: your first five returns at card rates, with no further commitment.
  2. Send each job on one short work order with the client code, return, due date and reviewer.
  3. We work in your software. CCH Axcess, GoSystem, Drake and SurePrep today; other platforms after a two-hour paid setup.
  4. Returns come back five business days after we have everything on our intake list, and review notes are cleared within two. Rush delivery in under three business days is 30% extra.
  5. Invoices go out on the 1st and 16th, paid by ACH, net 15.

Rates

Per return, you review and sign

Return or serviceRate
1040, simple (W-2, standard deduction, up to 2 states)$225
1040, complex (Schedule C or E, K-1s, itemized)$375 to $450
Each state past two$75
1120-S or 1065 (2 K-1s included, $50 each after)$550 to $650
1120$750
1041$450
990-EZ or 990$400 or $750
709$350
Review only, 1040 or business return$150 or $300
Rush, under 3 business days+30%

Hourly

WorkPer hour
Prep$65
Review and advisory$85
Representation and complex cleanup$120

Flat-fee representation matters are quoted in writing, at 20% below Ring Tax's standard representation fees. Your firm's software, e-filing and portal costs stay with your firm. Rates effective September 28, 2026.

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. Cody Ring, EA prepares them as a non-signing preparer with a 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. Rush delivery in under three business days is 30% extra.

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

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 September 28, 2026.