You never knew tax preparation could be so easy. You may even start looking forward to tax season! We’re going to utilize technology so that you can file your taxes from anywhere in the world, from the comfort of your house (or hammock), and utilizing a CPA that is dedicated to expat tax issues. It’s all going to be handled in three easy steps!
Schedule A Free Consultation
Click link below to schedule your free tax consultation right on my calendar. No emailing back and forth to determine our joint availability. Simply click the link and pick a time. I’ll follow up with Zoom conference call link, so we can have a clear connection no matter where you’re located.
During the free consultation we’ll get to know each other, talk about your unique tax situation, answer any questions you may have, and settle on a fixed fee for the preparation of your return. After the call you’ll receive an electronic engagement letter that details the scope of my services and my obligations to you. A quick e-signature and we’re on our way!
Securely Upload Your Tax Documents
Once you have electronically signed the tax engagement letter, you’ll receive an email invitation to create an account with my collaboration software. The software has 256-bit encryption which allows us to securely share tax information over the cloud.
There you’ll find a tax questionnaire and a list of common documents and information that should be uploaded along with your prior-year return. Once you’ve uploaded everything you’re good to go!
Review & Finalize Your Return
After uploading all of your tax documents, I’ll get to work! Throughout the process if you have any questions you can always contact me directly. I’m always available via email or a Zoom call.
Once a draft of your return is complete, we’ll review it together. Walking through it, making any necessary changes, and answering any final questions you may have before one last e-signature and submitting your return.
Answers to all your expat questions
Not only will your expat return be filed quickly and easily from the comfort of your home, but you’ll have direct access to a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Financial Analyst (CFA) charterholder, that specializes in financial planning and investment management for American expats.
If you’re looking for expert advice on reaching financial independence, planning for your future, reducing currency exposure, investment management, or anything else in your financial life you’re already working with the right professional.