White-label
White-label.
We prepare under your brand and your EFIN. The organizer, the emails and the invoice all say your firm’s name. We don’t appear anywhere the client can see.
The Desk · Enrolled agents, enrolled to practice before the IRS
White-label tax preparation for CPA firms. Keep the client.
Send us the returns your team can’t get to. Our enrolled agents prepare them, a second EA reviews them, and they go out under your firm’s name. Your client keeps dealing with you, and most of them never hear the word TaxSQR.
§ How much you hand over
Take a few returns off the pile, or a whole category.
Overflow
Overflow.
For the returns you can’t fit in March, or the extension pile that lands on you in September. You pay per return, with no minimum and nothing to sign up for next year.
Co-source
Co-source.
Hand us one kind of return for good, say every expat client you have. We become the named desk for that work, year after year, and your staff stop dreading the FBAR clients.
§ What we prepare
The work we take off your desk.
2555 · 1116 · FBAR · 8938
Expat tax returns
This is most of what we do. Form 1040 with the exclusion or the foreign tax credit, the FBAR and Form 8938, and Streamlined catch-up filings for clients who are years behind.
1040 · 1120-S · 1065
Domestic tax returns
Individual returns, S-corps, partnerships and C-corps. We file in all fifty states plus DC, and we tie out the K-1s before anything flows to the owners’ 1040s.
QBO · Xero · Monthly
Bookkeeping
A monthly close in QuickBooks Online or Xero, with reconciled accounts, a P&L and a balance sheet. We’ll also clean up the last twelve months if they’re a mess. Clean books mean the entity return isn’t waiting on anyone in March.
Learn more →§ What you see while we work
You can watch every return while we work on it.
Outsourcing usually means sending a stack of PDFs into the dark and hoping it comes back before the 15th. Ours doesn’t work like that. Each return moves through intake, prep, review and e-file on the same append-only audit log your own staff would use, so you can open it on a Tuesday in March and see exactly who touched it and what’s still missing. The client only ever sees your firm.
Not sure how much to send? Our guides cover when outsourcing pays for itself and what a season with us looks like week by week.
№ 01
Intake stays yours
The engagement letter, portal and invoice stay under your firm.
You
№ 02
Prep on TaxSQR
An EA works the return in the case workspace. The AI extract pulls last year’s figures in first, so nobody retypes them.
Desk
№ 03
Two-EA review
A second enrolled agent checks the return before your client sees a thing.
Desk
№ 04
Sign & e-file
Your client signs Form 8879 in the portal, and the return closes out on the shared audit log.
You
§ Firm / wholesale pricing
What a return costs your firm.
You pay us per return, priced by how messy the return is, and you bill your client whatever you normally would. If you’re sending us 25 or more in a season, we move you onto volume pricing. Bookkeeping is billed at an hourly rate. All of it runs on TaxSQR, so you track it in the same audit log you’d get if you licensed the platform.
Per-return rates.
Routine tax returns
Essential.
$145/ 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 enrolled agent
- ✓In-portal review & audit trail
- —Foreign income forms
- —Equity comp · K-1s
Most common
Expat tax returns
Expat.
$275/ 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.
$475/ 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
$20 / hr
Co-source desk
Volume discount
when you send 25+ returns a season
Entity tax returns
From $475 / return
State-only filings
+ $75 / state
Streamlined package
From $1,500
3 yrs tax 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
The per-return price is the whole price. It covers federal and state e-file, plus any amendment we need to make within 30 days. An enrolled agent signs every return we prepare, and the engagement stays with your firm.