How it Works

Expat CPA Makes U.S. Expat Tax Compliance Easy


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

  1. 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.
  2. After submitting this form, you will receive the following:
    1. 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
    2. 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)
  3. 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.
  4. 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.
  5. Read and sign our online engagement letter; then relax while we do all the work.
  6. Our professionals begin to prepare your tax return. You will be notified within two business days if additional documentation is needed.
  7. A tax professional completes the preparation of your tax return.
  8. After we receive your payment, you will receive your completed tax return in a password-protected PDF format via email for your review.
  9. 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.

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