White-label
White-label.
We prepare under your brand and EFIN. Your client never sees TaxSQR — we are your silent back office.
The EA desk · for firms
Hand us the returns. Keep the client.
Our IRS-licensed enrolled agents prepare and file returns on the same platform we sell. You stay the firm of record; we are the desk behind you.
§ Choose your depth
As deep as you want us.
Overflow
Overflow.
Send us the returns you cannot fit in season. Priced per return, no commitment, no minimum.
Co-source
Co-source.
We become your named desk for a category — e.g. all expat returns — as an ongoing partnership.
§ What the desk does
Three things, done right.
2555 · 1116 · FBAR · 8938
Expat returns
Form 1040 with FEIE, foreign tax credits, FBAR (FinCEN 114), Form 8938 (FATCA), and Streamlined Filing procedures.
1040 · 1120-S · 1065
Domestic returns
Individuals, S-corps, partnerships, and C-corps, with state filings for all fifty plus DC and K-1 reconciliation.
QBO · Xero · Monthly
Bookkeeping
Monthly close on QuickBooks Online or Xero — reconciliations, P&L and balance sheet, and trailing-twelve clean-up. Hand-off straight to the tax desk.
§ Ways of working
Visible work, not a black box.
A co-sourced return moves through the same stages your own team would use — intake, prep, review, e-file — on the same immutable audit log. You watch it happen; the client only ever sees your firm.
Not sure which depth fits? Our guides walk through when to outsource and how a season runs.
№ 01
Intake stays yours
Engagement letter, portal, and invoice all under your firm.
You
№ 02
Prep on TaxSQR
An EA prepares in the case workspace; the AI extract pre-fills last year.
Desk
№ 03
Two-EA review
A second enrolled agent reviews before anything reaches the taxpayer.
Desk
№ 04
Sign & e-file
Form 8879 signed in-portal; the ledger closes on the shared audit log.
You
§ Firm / wholesale pricing
Priced for firms, not the public.
Per-return rate cards by complexity, volume tiers for co-source engagements, and monthly retainers for bookkeeping. Every return runs on TaxSQR, so you watch it move in the same audit log you would get with the software.
Per-return rates.
Routine returns
Essential.
$299/ returnSingle-state · 1040 · standard or itemized
- ✓Form 1040 · single or MFJ
- ✓Up to two W-2s · one state
- ✓Standard or itemized deductions
- ✓Signed by an IRS-licensed EA
- ✓In-portal review & audit trail
- —Foreign income forms
- —Equity comp · K-1s
Most common
Expat returns
Expat.
$599/ returnFEIE + FTC + FBAR · multi-state
- ✓Everything in Essential
- ✓Form 2555 · FEIE
- ✓Form 1116 · foreign tax credits
- ✓FBAR (FinCEN 114) filing
- ✓Form 8938 (FATCA) included
- ✓Streamlined filings supported
- ✓Multi-state allocation
Complex situations
Premier.
$999/ returnEquity comp · K-1s · PFICs
- ✓Everything in Expat
- ✓Equity comp · RSU / ISO / ESPP
- ✓K-1s · partnerships, S-corps, trusts
- ✓Form 8621 · PFIC reporting
- ✓Multiple foreign jurisdictions
- ✓Dedicated EA · 24-hour SLA
Bookkeeping
From $350 / mo
Co-source desk
Volume tiers at 25+ / season
Entity returns
From $899 / return
State-only filings
+ $75 / state
Streamlined package
From $1,500
3 yrs returns + 6 FBARs
FBAR, extra accounts
$50
per additional 5
Amended return (1040-X)
$250
per year
Foreign forms 5471 / 8865
From $450
per form
All per-return work is all-in: federal + state e-file and amendments within 30 days. Returns are prepared on TaxSQR and signed by an IRS-licensed EA; the engagement stays under your firm.