Our U.S. Expat Tax Process

ExpatCPA makes U.S. expat tax compliance easy. Here is our four-step process:

US expat tax interest


STEP ONE
Let us know you are interested by clicking here and completing our 60-second response form (no commitment).

We will reply by email with

  • Confirmation of our fee estimate
  • Our exclusive U.S. Expatriate Tax Questionnaire
    Our interactive tax questionnaire is designed uniquely for expatriate Americans to streamline relevant tax questions and save you time. Our questionnaire is supported by Commerce Clearing House to ensure a high level of security.
  • Login information to a secure portal specifically for you to upload your completed tax questionnaire with any other tax-related documents

To get started immediately, you may download our 2013 US Expat Tax Questionnaire in MS Excel 5.0 format, supported by most spreadsheet programs.

US expat tax questionnaire


STEP TWO
Fill out your Tax Questionnaire and upload the completed questionnaire and related documentation (Form W-2, 1099, Form 1098, foreign tax statements, etc…) to your secure portal. We will send you an email confirming receipt of your tax information and that we have begun to process your tax return. We will contact you within 2 business days if additional documentation is needed.

US expat tax return


STEP THREE
Within 5 business days of receiving your complete tax information, we will e-mail the completed tax return to you in a password-protected PDF format for your review.

US expat tax CPA assistance


STEP FOUR
A licensed CPA will review and sign your tax return and we will assist you with e-filing your tax return with the IRS at no extra charge.

Get Started Now
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Continuing Clients Log in Here

If you are a continuing client, we will pre-populate your personal online TaxNotebook to include all your information from last year to save you both time and effort in reporting your tax information.

Please email us if you need your client ID and password.