Tax Strategy Lead
Sarah Chen
Tax strategy lead at TaxScout focused on multi-state filings, pass-through entity planning, and the operational side of compliance.
Areas of expertise
- Tax Strategy
- Multi-state filings
- IRS compliance
- Pass-through entities
About
Sarah leads TaxScout's tax-strategy editorial. She has spent ten years inside CPA firms ranging from a 4-partner regional practice in Sacramento to a top-100 multi-office firm — most of that time on multi-state pass-through filings, PTET elections, and the operational changes that turn a tax season from a fire drill into a process.
Her work for the TaxScout blog focuses on what actually changes outcomes at a firm: the workflow before the return is touched, the review patterns that catch the 5%-tax-credit kind of error that compounds across hundreds of clients, and the operational habits that compound into a competitive practice. She writes the articles you'd want a partner to read before tax season — not the generic 'top 10 deductions' content that fills the rest of the internet.
Sarah's categories: tax strategy, multi-state compliance, IRS form guidance, and state-revenue-department coverage. When you see her byline on a TaxScout post touching tax law or forms, it has been reviewed against primary sources (IRS, Treasury, state revenue agencies) before publishing.
Recent articles by Sarah Chen
Pro Rata Share of Subpart F Income, Tested Income, or Tested Loss: What CPA Firms Must Do Now
The IRS published proposed regulations on August 26, 2026 that reshape how U.S. shareholders must calculate their pro rata share of Subpart F income, tested income, or tested loss from controlled foreign corporations. The rules affect any CPA firm with clients who hold CFC interests — including S-corporation shareholders, individual investors, and partnerships with offshore structures. Here is a focused action brief for firm owners.
newsGuidance on Eligible Investments for Trump Accounts: What CPA Firms Must Do Now
The IRS released proposed regulations on August 21, 2026 defining eligible investments for Trump Accounts—the new minor-beneficiary savings vehicles created under recent tax legislation. The rules restrict allowable assets until the beneficiary turns 18 and affect trustees, account administrators, and CPAs advising individual and employer-plan clients. Here is what small and mid-size CPA firms need to know and do this week.
newsIRS Income Taxes Rule Published August 21 2026: What CPA Firms Must Do Now
The IRS published a new income taxes document in the Federal Register on August 21, 2026 (Document No. 2026-17154). This brief cuts through the agency language to tell CPA firm owners exactly which client segments are affected and what steps to take before the week is out.
guideHow to Grow an Accounting Firm: A Practical Guide
Most accounting firm growth advice stops at referrals, pricing, and hiring — but those tactics don't fix the structural cap on revenue. This guide shows how to grow an accounting firm by rebuilding operations around automation and high-value advisory work. Learn the real moves that let CPA owners scale without just adding headcount.
newsEmployer Contributions to Trump Accounts and Nondiscrimination Rules Explained for CPAs
On August 11, 2026, the IRS published proposed regulations governing employer contributions to Trump accounts and nondiscrimination rules for dependent care assistance programs. This news brief extracts the operational impact for small and mid-size CPA firms and lists what to do this week across 1040, S-corp, partnership, and nonprofit client files.
newsForeign Currency Gain or Loss of Controlled Foreign Corporations: What CPA Firms Must Do Now
Treasury and the IRS published proposed regulations on August 14, 2026 that reshape how controlled foreign corporations compute and recognize foreign currency gain or loss on QBU remittances. CPA firms with international clients need to assess exposure now and document their review before comments close.
Editorial standards
Every article on TaxScout, regardless of byline, follows the same evidentiary standards. The byline reflects topical authority — who on our editorial team is responsible for the category — not single-author writing.
Primary sources only
Tax law and IRS form claims link to IRS.gov, Treasury, state revenue agencies, Cornell LII, or the AICPA — never third-party summaries.
Numbers we can verify
Product claims come from our codebase; competitor pricing comes from each vendor's public pricing page and is dated when cited.
Updated, not abandoned
Articles touching tax-year-specific guidance carry a visible "Updated" date and `dateModified` Schema.org property when revised.
Found a factual error?
Email support@taxscout.ai with the article slug and the correction. Sarah Chen reviews flagged corrections for their categories.