№ 01
Multi-jurisdiction math
Three currencies, four FX rates, two tax authorities, one return. Spreadsheets break around the third K-1 in a foreign trust.
Pillar · Expat tax firms
Built for CPAs who file expat tax returns.
Expatriate tax returns are not a sub-category of regular 1040 work — they are a different practice. Different forms, different deadlines, different client expectations, different risks. TaxSQR is built by a firm that files thousands of them every season, for firms that file enough to need a system that respects the difference.
§ Section I · The work
Why expat is hard.
Volume meets complexity
№ 02
Taxpayer in three time zones
Your client is on Singapore time, their preparer is in Mumbai, their reviewer is in New York. Async-by-design is mandatory, not optional.
№ 03
Foreign-document parsing
A Japanese gensen-choshu-hyo, a German Lohnsteuerbescheinigung, an Indian Form 16. The data is real; the parsing is fiddly.
№ 04
Streamlined Filing complexity
Three tax returns + six FBARs at once, with a non-willful certification, is not a normal workflow. It needs to be one.
§ Section II · Forms
First-class form coverage.
The forms that define expat work — 2555, 1116, FBAR, 8938, 8621, Streamlined — are not generic tasks bolted onto a domestic workflow. They are first-class TaxSQR objects with FX math, carryover, and organizer prompts in three languages.
AI extract on expat 1040s →№ 01
Form 2555 — FEIE
Foreign Earned Income Exclusion with bona-fide-residence and physical-presence tests. Excluded amount carried forward to the prefill.
FEIE
№ 02
Form 1116 — FTC
Foreign tax credits with currency-conversion math built in. Per-category breakdowns (general, passive, GILTI) tracked separately.
FTC
№ 03
FBAR — FinCEN 114
Foreign bank-account reporting filed in-portal. Account list auto-carries year-over-year; balance prompts hit the taxpayer in their language.
FinCEN 114
№ 04
Form 8938 — FATCA
Specified foreign financial assets reported when thresholds hit. We flag automatically when prior-year data crossed.
FATCA
№ 05
Form 8621 — PFIC
Passive Foreign Investment Company reporting for mutual funds and trusts the taxpayer may not know they hold.
PFIC
№ 06
Streamlined Filing
Streamlined Domestic / Foreign Offshore procedures with the three years of tax returns and six FBARs handled as one workflow.
SFOP · SDOP
§ Section III · Software + Services
How TaxSQR helps.
Tech + Team
№ 01
Foreign-income organizer
A 22-section organizer with FX conversion, multi-jurisdiction fields, and language switching (EN / ES / JA). Autosaves every keystroke.
№ 02
Form coverage built-in
2555, 1116, FBAR, 8938, 8621, Streamlined — first-class workflows, not generic tasks bolted on.
№ 03
Services arm for the hard ones
When a return is too complex or it's March 30, hand it to our IRS-licensed EAs. They file it on the same TaxSQR you license.
№ 04
Real isolation for clients
Your H1B engineer in Singapore and your VC partner in Hong Kong sit on the same DB. Neither can ever see the other’s file.
§ Section IV · Provenance
Built by a firm that files them.
Our services arm prepares thousands of expat tax returns every season — on TaxSQR. Every awkward multi-jurisdiction case our preparers hit becomes a product ticket. The platform you license is the platform we use.
If you would rather hand a return to our enrolled agents than draft it yourself, you can. The audit log is the same. The portal is the same. The only difference is whose initials are on the engagement letter.
№ 01
IRS-licensed EAs
Sign every return.
USA
№ 02
Chartered Accountants
Prep + reconcile.
India
№ 03
Tax returns staffed last season
Thousands. On this exact platform.
Dogfood
№ 04
Same SSE-KMS vault
No separate copy held.
CMK · BYOK
Pick TaxSQR if expat tax returns are not an exception in your firm — they are the work.
— The TaxSQR Desk · NAEA 2026