BLOG

EXPAT TAX PROFESSIONALS LAUNCHES BRAND NEW FULLY ONLINE CLIENT PORTAL AND TAX QUESTIONNAIRE!

January 30, 2020

By The Expat Tax Professionals Team

Share this article

Expat Tax Professionals is officially back for the 2020 tax season!

As always, we’re thankful for the continued trust of our clients from around the world. Our rapid growth has made us into one of the most recognized and leading providers of tax services for U.S. citizens living abroad.

This year, we are confident that our tax filing process will be easier and faster than ever before!

INTRODUCING… OUR NEW FULLY ONLINE TAX QUESTIONNAIRE

We have some very exciting news for this tax season! After many months of intense preparation and collaboration, we’ve finished the development of our proprietary online questionnaire and client portal.

The online questionnaire includes a host of upgraded features, including:

Focus on U.S. Expats – our questionnaire covers all the information needed in order for us to prepare to an accurate and complete U.S. expat tax return

Accommodates current and late filers – filing late under the Streamlined amnesty program? Not to worry – the online questionnaire will ask you for the all the relevant information needed to file late under the Streamlined program

Smart logic – you’ll only be asked questions that are relevant to you

More Info buttons – read explanations and instructions by clicking on a question’s More Info button

Chat feature – chat live with customer service while filling out your questionnaire

Upload documents – upload your documents when prompted and the portal will save your documents

Save feature – save your info if you need a break and want to finish up later

Progress bar – follow how close you are to finishing up

Deliverables folder – your finished tax return and instructions will appear in the deliverables section of the online portal when ready

Rollover feature – once your information is in our system, you will be able to roll it over in future years, significantly reducing the time and effort required on your part

SIGNING UP WITH EXPAT TAX PROFESSIONALS FOR THE 2020 TAX SEASON

If you are a current client of Expat Tax Professionals, you should have received our season kick-off email already. If not, please reach out to us and we’ll get the process started right away!

If you’re new to Expat Tax Expat Professionals, you can sign up via our website registration form:

https://app.expattaxprofessionals.com/Home/signup

We’re very much looking forward to this tax season and to hearing from you soon!

More from our experts:

REASONABLE RELIANCE DEFENSE AGAINST 5471 PENALTIES

For U.S. expats owning a foreign corporation, reporting on the Form 5471 can be an overwhelming task without the help of a professional. In this week’s blog, we review a recent Tax Court case deciding whether reliance on a professional is enough to protect against late-filing penalties.

RENUNCIATION AND THE RISK OF DOUBLE TAXATION

In this blog, we review the tax consequences of renunciation for covered expatriates, which apply particularly to retirement savings accounts.

TAX ELECTION PLANNING WHEN IMMIGRATING TO THE US

When immigrating to the United States, there are a number of tax planning opportunities to consider. In this week’s blog, we discuss a particular opportunity for company owners, which involves an election to change a company’s tax classification prior to immigration.

INFRASTRUCTURE BILL ADDS RULES FOR REPORTING CRYPTOCURRENCY

In this blog, we give a brief overview of the new provisions in the infrastructure bill for reporting cryptocurrency.

Contact us to get started