Hire a Dedicated Virtual Assistant for Expatriate Tax Practices
From FBAR (FinCEN 114) and FATCA balance reconciliation to FEIE Physical Presence day-count audits, expat organizer triage, and Drake/CCH data entry. Free up 25+ billable hours every week with a paraprofessional supervised by your personal Dedicated Project Manager at $0 extra.
FBAR & FATCA
FinCEN 114 max-balance logs
FEIE Day-Count
Physical presence travel audits
Organizer Triage
P60s, foreign slips & portal chases
Tax Engine Input
Drake, CCH, ProConnect data entry
Dedicated PM
Zero supervision burden for you
Pure Active Hours
Pay strictly for time on task
Proficient in Expatriate & Cross-Border Tax Software
Our virtual assistants arrive experienced in industry-standard tax preparation software, expat questionnaire engines, secure portals, and Treasury conversion systems.
What Your Expat Tax Virtual Assistant Handles Daily
Stop losing high-margin consulting hours to repetitive foreign bank statement conversions, missing P60 follow-ups, and day-counting spreadsheets.
FBAR (FinCEN 114) & FATCA (8938)
- Extracting foreign bank, investment, and pension account numbers from international statements
- Determining exact maximum account balances reached during the calendar tax year
- Applying official US Treasury Year-End exchange rates for seamless USD conversion
- Preparing batch FBAR e-filing worksheets for rapid review by your CPA or Enrolled Agent
FEIE (Form 2555) Travel Day-Counting
- Auditing client travel itineraries, airline boarding passes, and passport stamps
- Verifying 330 full qualifying days abroad for the Physical Presence Test (PPT)
- Tracking 365-day rolling qualifying windows across multiple calendar tax years
- Documenting foreign tax home and Bona Fide Residence test criteria support files
Foreign Tax Slip & Organizer Triage
- Organizing UK P60/P45/P11D, Canadian T4, French 2042, and Australian PAYG summaries
- Aligning non-calendar fiscal tax years (e.g. UK April 6 to April 5) into US calendar year values
- Nudging tardy expatriates for missing 1099s, mortgage interest statements, and W-2s
- Renaming and indexing uploaded PDF documentation inside TaxDome, Canopy, or SmartVault
Tax Engine Data Preparation
- Entering basic demographic, dependent, and foreign address data into Drake, CCH, or ProConnect
- Inputting converted foreign wages and foreign tax credits (Form 1116 general & passive buckets)
- Setting up Form 2555 housing deduction and exclusion workpapers
- Flagging potential PFIC (Form 8621) foreign mutual funds and Form 5471 corporate interests
Streamlined Offshore Amnesty Dossiers
- Assembling 3-year prior amended/original tax return packets for delinquent expat filers
- Compiling 6-year delinquent FBAR electronic submission tables
- Coordinating Form 14653 (Non-Willful Certification statement) intake checklists
- Verifying red-line submission rules with your supervising international tax partner
Extensions, 8879 Signatures & Retainers
- Tracking Form 4868 automatic extensions and special October 15 / December 15 expatriate deadlines
- Dispatching and logging IRS Form 8879 and FinCEN 114a digital signatures via DocuSign
- Managing retainer billing and corporate global mobility tax equalization invoices
- Triaging incoming client portal inquiries and scheduling CPA technical consultation calls
How Sagedoer Manages Your Expat Tax Support
Bypass the hassle of recruiting, training, and managing seasonal tax prep staff. We oversee the entire administrative cycle at no extra charge.
Submit Requirements
Share your specific expat tax software stack (Drake, CCH, TaxDome), seasonal return volumes, and workflow bottlenecks. Reach out through your preferred channel:
Finalise the Deal
Our dedicated project manager reviews your tax calendar, locks in strict client confidentiality and data security protocols, and finalises the partnership details.
Expert Execution
Your project manager takes full charge of operations, directing the work through our internal team of vetted tax prep specialists with zero chaos.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Facing an upcoming expat tax extension or filing crunch?
Talk with our international tax operations lead. We can onboard your practice within 48 hours.
Traditional Freelance Marketplaces vs. Sagedoer
Why leading cross-border CPAs, Enrolled Agents, and global mobility directors refuse to risk confidential client tax files on unverified gig platforms.
| Comparison Parameter | Traditional Freelance Platforms | THE SMART CHOICE Sagedoer Managed VA |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and recurring memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified credentials | Internally vetted, rigorously trained premium experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Transparent Pricing. Zero Hidden Fees.
Pay strictly for hours of pure work. Dedicated Project Manager supervision is included at no extra cost.
Part-Time
Expat Practice GrowthIdeal for off-season expat onboarding, year-round FBAR filings, and organizer follow-ups.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
- Centralised weekly activity reports
Full-Time
Filing Season & ExtensionsComplete paraprofessional support: FBAR calculations, FEIE travel logs, Drake/CCH tax prep, and Streamlined files.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
- Priority rapid replacement guarantee
What Expat Tax Consultants Say About Sagedoer
Trusted by US expat CPAs, London-based Enrolled Agents, and international global mobility boutiques.
"Converting 15 foreign accounts per client across Swiss francs, Euros, and GBP used to take half my weekend. Our Sagedoer VA pulls max balances, applies Treasury rates, and compiles flawless FBAR sheets."
David McCracken, CPA
Managing Partner, Expat Tax Solutions (London, UK)
"We had 80+ clients claiming the Physical Presence Test. Sagedoer audited all passport stamps and travel itineraries into our Excel matrix with zero errors. We filed before the June 15 expat deadline effortlessly."
Stephanie Lowenstein, EA
Founder, CrossBorder Tax Advisory (Zurich)
"The Dedicated PM is the real differentiator. She quality-checks converted wage data and organizer completeness in TaxDome before my senior tax managers ever open the file in Drake. Outstanding."
Brian K. Thornton
Director, Thornton Global Mobility (Singapore)
"We handle heavy Streamlined Foreign Offshore amnesty files. Having a paraprofessional at $6/hour assemble 3 years of 1040s and 6 years of FBARs saved our firm over $18,000 in seasonal temp salaries."
Alexander Wright
Principal, Expat Citizen Tax (Dubai / New York)
Frequently Asked Questions
Real answers regarding taxpayer data privacy, currency rates, foreign fiscal years, and seasonal ramp-ups.
How do you safeguard client Social Security Numbers (SSNs) and sensitive financial data?
Taxpayer data privacy is paramount. We sign comprehensive bilateral non-disclosure agreements (NDAs) adhering to IRS Section 7216 standards. Work is conducted inside your secure cloud portal (e.g. TaxDome, SmartVault, Citrix ShareFile, or Drake Hosted) with strict 2FA authentication, zero local downloading, and encrypted communication channels.
Can the virtual assistant prepare FBAR worksheets using official Treasury exchange rates?
Yes. Our assistants are trained in FBAR (FinCEN Form 114) and Form 8938 (FATCA) compliance. They scrutinize foreign bank and brokerage statements to isolate true calendar-year maximum account balances and apply the published US Department of the Treasury Bureau of the Fiscal Service year-end rates to ensure mathematical accuracy.
How do your assistants handle non-calendar foreign tax years like the UK or Australia?
Our assistants understand the complexities of cross-border filings, such as the UK tax year (April 6 to April 5) and the Australian tax year (July 1 to June 30). They assist in gathering monthly payslips, apportioning wage and tax withholding data into standard US calendar year (Jan 1 to Dec 31) workpapers, and applying IRS Yearly Average exchange rates.
Can we scale from Part-Time to Full-Time during peak expat filing deadlines?
Yes. Expatriate practices experience specific seasonal deadlines: April 15, the June 15 automatic expat extension, and the October 15 final extension crunch. You can begin on our Part-Time plan (20 hrs/week) for organizer follow-up and seamlessly scale to Full-Time (40 hrs/week) during peak crunch without setup fees or renegotiation penalties.
How does having a Dedicated Project Manager benefit my practice?
Your Dedicated Project Manager acts as your operational bridge. Rather than training individual assistants on your firm's specific naming conventions and workpaper checklists, your PM ensures SOP compliance, quality-checks document completeness, and oversees delivery timelines. Best of all, their management oversight is 100% free of charge.
Speak With Our International Tax Operations Team
Tell us about your tax practice, expected return volume, software stack (Drake, CCH, TaxDome), or FBAR bottlenecks. We’ll match you with the right specialist immediately.
Send Us Your Expat Tax Support Requirements
Fill out your details below. Your Dedicated Project Manager will review your scope and follow up promptly.