Maximize Outcomes Through Expert-Led Tax Planning

We help CPA firms and global taxpayers plan ahead with accurate residency analysis, treaty optimization, and quarterly payment strategies that align with year-end compliance.

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Trusted by Americans, NRIs
and Foreign nationals in the US

Get Your Taxes Filed 5 Simple Steps to
File Your Income Tax With a CA

START
1

Share Details

Create account & fill/upload the information & docs.

2

Match CA

We assign an expert CA based as per your filing type.

3

Review Draft

Your CA prepares the return and shares it for review.

4

Approve Draft

Confirm the draft or request changes before we proceed.

E-FILED

Don’t just take our
words

Hear from those who’ve walked this path

3940+ Happy Customer

“They didn’t just ‘take my numbers’—they asked smart questions about expenses, home office, and tools I use. It felt thorough and totally legit”

Brian Ross

"We moved across countries mid-year and had no idea if we were 1040 or 1040-NR. TaxSQR figured out our residency and filed the right way—accurate, compliant, and on time."

Jenny Wilson

"I worked remotely in two states and had no clue how state taxes would shake out. TaxSQR handled the allocations cleanly and prevented double-tax headaches."

Nigel Endow

"I came in late with a messy pile of documents. TaxSQR created a clear checklist, kept me on track, and filed on time—without making me feel guilty."

Theresa Little

"Fast, thorough, and incredibly reliable. I wish I had switched to TaxSQR years ago."

Mercy Christina

"It felt personal—not transactional. They treated my return with real attention."

Elena Young

What’s Included in Tax Preparation

Residency Timing & Filing Strategy

  • Substantial Presence Test calculation
  • Dual-status year and exit planning
  • Coordination of part-year and full-year resident strategies

Treaty Positioning

  • Exemption claims for G-4, student, and researcher visas
  • Tie-breaker rule application
  • Treaty-based return position memos for CPA use

Estimated Tax & Guidance

  • Form 2210 planning for safe harbor compliance
  • Quarterly payment projections with tracking
  • Estimated liability by country of source

Income & Event Planning

  • Equity vesting, bonus timing, stock sales
  • Business or self-employment income positioning
  • Multi-country income stream planning and deferral
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Custom Planning for Every Profile

Each engagement is tailored to your income types, mobility pattern, and filing goals—no generic output.

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Proven Tax Savings

We uncover opportunities in timing, exclusions, credits, and treaties to help reduce liability before returns are filed.

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Built for Firms and Individuals

Whether you're a CPA team managing 50 clients or an expat filing solo, our delivery adapts to your needs.

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Expert Guidance, Not Just Tools

Get hands-on insights from professionals experienced in global mobility, treaty structuring, and complex tax scenarios.

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Branded Output for Firms

CPA firms receive formatted planning memos and position notes under their own name, ready for client delivery.

Start your journey with us

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