We charge a low flat fee for processing basic U.S. expatriate federal and state tax returns, and then we charge for additional forms as needed.
Our Process
Get started and get a quote by filling out a short form about your tax situation. Filling out the form does not imply a commitment.
After submitting this form, you will receive the following:
Our exclusive U.S. Expatriate Tax Questionnaire, designed to streamline relevant tax questions and save you time; our questionnaire is supported by Commerce Clearing House to ensure a high level of security
Instructions for creating an account and obtaining login information to a secure portal that allows you to upload your completed tax questionnaire along with any other tax-related documents (such as Form W-2, 1099, Form 1098, foreign tax statements and more)
Participate in a phone interview with one of our expat tax professionals to glean more information and help you fill out the questionnaire. You will be charged $50 for a 30-minute consultation; this charge serves as a deposit toward future services.
Complete and upload your questionnaire and relevant documents to our secure portal, which can be done by taking a photo with your phone. You will receive an email confirming receipt of your tax information.
Read and sign our online engagement letter; then relax while we do all the work.
Our professionals begin to prepare your tax return. You will be notified within two business days if additional documentation is needed.
A tax professional completes the preparation of your tax return.
After we receive your payment, you will receive your completed tax return in a password-protected PDF format via email for your review.
A licensed CPA conducts a final review and signs your tax return. We will e-file your tax return with the IRS at no additional charge.
