Resources · for tax firms
Notes from the desk.
Short, practical guides on outsourcing expat and domestic returns, how a co-source season runs, and which engagement model fits your firm. Written for the partner, not the prospect.
Outsourcing
Why firms outsource expat returns
Capacity, risk, and margin — the case for handing FBAR and Form 1116 work to an EA desk without losing the client.
6 min read →
Ways of working
A season with the TaxSQR desk
Intake to e-file: how a firm actually works with our enrolled agents through filing season, on one shared audit log.
7 min read →
Engagement models
White-label, overflow, or co-source?
Three ways to hand work to the desk — and how to pick the one that fits your firm this season.
5 min read →