Tax Compensation

Stay Compliant Across Borders Without the Guesswork

We support CPA firms and expat taxpayers with accurate taxability assessments, deadline tracking, and treaty coordination to ensure full U.S. tax compliance.

Why Clients and Firms Choose TaxSQR

Clear Compliance Roadmaps

We remove ambiguity by documenting tax positions, deadlines, and required filings in a structured, easy-to-follow format.

Trusted By Firms & Individuals

We support solo expats and CPA firms handling dozens of assignees, with consistent methodology and quality.

End-to-End Coverage

From early risk detection to return filing, we help avoid penalties and missed disclosures.

Firm-Ready Documentation

Position papers, memos, and payment schedules are all formatted and tracked within SIMBA for easy review and handoff.

Track your entire tax journey from start to finish

  • START

1

Schedule a Call

2

Upload Docs

3

Return Preparation

4

Return Finalized

  • DELIVERY

What’s Included in Tax Preparation

01

Taxability Position Papers
  • Written position memos covering compensation elements, tax treatment, and source rules
  • Especially useful for equity, allowances, deferred comp, and relocation reimbursements

02

Home & Host Country Overview
  • High-level comparison of tax systems for mobile employees
  • Employer tax obligations and payroll alignment

03

Residency Status Determination
  • Substantial Presence Test and tie-breaker analysis
  • Dual-status coordination (entry/exit years)
  • Application of special rules for G-4, students, researchers

04

Income & Social Security Mapping
  • Identification of taxable vs non-taxable components
  • Treaty-based exclusions and coverage certificate planning
  • Social security registration and exemption processes

05

Advance Tax & Payment Planning
  • Estimated tax calculation for U.S. filers with foreign income
  • Coordination of payment deadlines across jurisdictions
  • Form 2210 safe harbor analysis

06

Final Return Compliance
  • Integration with year-end prep
  • Penalty exposure review
  • Return position documentation
  • Tax equalization statement support

We adhere to international standards for data handling and security.

  • Encrypted data storage

  • GDPR, SOC 2 Type II, and ISO 27001 certified

  • Hosted on AWS for secure, reliable infrastructure

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Let’s Get Your Return Started!

You’ll be guided through every step from onboarding to final filing with expert support always available.

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