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US Expatriate Tax Services

As a US based certified public accounting (CPA) firm, ExpatCPA is dedicated to serving the American expatriate community around the world. Our CPA firm features an innovative tax preparation system that expedites the preparation of your U.S. tax return no matter where you live in the world. We have Skype technology available for free voice and video conferencing.

Information age technology now allows Americans participating in the global economy to enjoy the benefit of an accessible and professional US CPA no matter where they live without giving up the availability and reliability of a local CPA office.  We can prepare your return on a timely bases via the internet. We offer on-line tax preparation and consulting services as well as the more traditional methods.  You may chose from any one of the following methods based on the technology available to you and your comfort level:

1.     On-line Tax Preparation  

Step 1: Complete our state-of-the-art TaxNotebook (on-line tax organizer) and submit it to us electronically.  If you are a new client please request an ID and password by submitting the information request form at the bottom of this page).  If you are a continuing client your tax notebook is provided pro forma to include all your information from last year (please note that if you are a continuing client your ID was sent to you by email on February 24th and your password is your social security number).  Our interactive tax questionnaire is supported by Creative Solutions to ensure a high degree of security. Step 2: Once we receive your questionnaire, we will telephone you to introduce ourselves and follow-up with any questions we may have to complete your tax return. Step 3: We will then e-mail the completed tax return to you in PDF format for your review and signature. Step 4: You would then express mail the signed returns to our California office. A licensed CPA will conduct your interview and sign your tax return.  The return will be certified mailed to the IRS with the US Postal Service and the certified mail number will be e-mailed to you.

2007 US Tax Organizer

 

 2006 US Tax Organizer

 

 If you wish to read more about US taxation of expatriates, please refer to our US Expatriate Tax Advisor page and our US Individual Tax Services page.) 

       2.      E-mail Tax Preparation

Step 1: Download our tax questionnaire (in Microsoft excel format) simply click on the link at the end of this paragraph.  Complete the questionnaire and e-mail it to us as an attachment.  Step 2: We will telephone you to introduce ourselves and follow-up with any questions we may have to complete your tax return. Step 3: We will then fax your completed tax return to you for your review within 5 working days.  Once you approve the faxed copy, we will express mail the original tax return to you. A licensed CPA will conduct your interview as well as review and sign your tax return. (If you wish to read more about US taxation of expatriates, please refer to our US Expatriate Tax Advisor page and our US Individual Tax Services page.) 

 

 

Download Our 2007 US Tax Questionnaire Click here to download our tax questionnaire  (MS Excel 5.0 format). If the password window appears simply click the cancel button and the questionnaire will download automatically.)

Download Our 2006 US Tax Questionnaire

Download Our 2005 US Tax Questionnaire

Download Our 2004 US Tax Questionnaire

Download Our 2003 US Tax Questionnaire

Download Our 2002 US Tax Questionnaire

Download Our 2001 US Tax Questionnaire

Download Our 2000 US Tax Questionnaire

Download Our 1999 US Tax Questionnaire  

 3.       Fax Tax Preparation

Step 1: Provide us with your name and fax number in the spaces provided below and we will fax our questionnaire to you.  Complete the questionnaire and fax it back to us at (714) 939-1032.  Step 2: We will telephone you to introduce ourselves and follow up with any questions we may have to complete your tax return. Step 3: We will then fax your completed tax return to you within 5 working days.  Once you approve the faxed copy, we will express mail the original tax return to you. A licensed CPA will conduct your interview as well as review and sign your tax return. 

For more information on this matter or if we may be of further assistance please contact us by e-mail at info@expatcpa.com or complete the information request form below or call us at (714) 939-7670.

For your convenience, we accept fee payments by Visa, MasterCard, American Express., US checks, and bank wire.