Notes from the desk.
Short, practical guides on outsourcing expat and domestic tax returns, how a co-source season runs, and which engagement model fits your firm. Written for the partner, not the prospect.
Why firms outsource expat tax returns
Capacity, risk, and margin — the case for handing FBAR and Form 1116 work to an outside desk of enrolled agents without losing the client.
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.
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.
The capacity wall: why you can't hire your way out of October
Hard returns pile up by design, seasonal hires leave in May, and partner review time doesn't scale. Why October is a structural problem — and what actually fixes it.
The real cost of seasonal help
Recruiting lands in your busiest month, the training curve is the wrong shape, the hire leaves in May — and adding a preparer never adds a reviewer.