Skip to content

US Expat Tax Preparation Process

Get Started
  1. Get Started Now & Intro

Fill out the "Get Started Now"  and our personal CPA or IRS Enrolled Agent will contact you to explain the process and give instructions for providing the information we will need to prepare your tax return.

  1. Tax Organizer & Documents

Complete the Organizer and simply upload your tax documents through our safe and secure data portal.

  1. Hassle-Free Tax Prep

Your accountant will work with you to ensure your US tax return is accurate and uncovers all the best opportunities for savings and deductions.

  1. Draft Complete & Sign

Your accountant completes your draft tax US tax return and sends it to you to review along with e-file authorization forms for you to sign. You only pay us after your draft US tax return is complete. Once we receive your signed e-file authorization and payment, we will file your return electronically with the IRS.