TAX PREPARATION PROCESS

The tax team built for today's global citizen.

We know you have options. And we also know you want rigor and reliability as an expat filing U.S. taxes.

That’s why we’re here. We are the tax partner of choice for expats everywhere who want maximized returns, minimized risk and confidence in the team they have in their corner.

Our process is easy, our online solutions are always accessible. In just four simple steps, you've filed your taxes.

Step 1

Fill out our brief contact form, and an Expat Tax Professional will be in touch with you shortly to confirm the tax filings you require.

Step 2

You’ll then be directed to our new digital questionnaire that’s intuitive and built entirely around you. We use “smart logic” so you only see questions relevant to you, your information rolls over year to year, and it’s designed to make the best use of your most valuable resource – your time.

Step 3

Now, relax while our seasoned professionals prepare your return. We can even collaborate with your local tax preparer to ensure accuracy and leave you feeling as confident as possible.

Step 4

We’ll send you your return when it’s ready, along with an e-file authorization form. It’s that straightforward. It’s that smart.
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Value beyond the tax return.

Yes, we prepare expat tax returns that are easy to understand and priced so that they don’t hurt your wallet. But that’s just the beginning. We know you’re unique.

That’s why we have individualized tools, insights and resources that help you meet your short- and long-term goals. Taxes are one part of the equation – we work with you to address all of it, from competitive pricing to ongoing support.

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We're proud to say that our peers have recognized us as Tax Provider of the Year.

But, don't just listen to us. Our clients also have a lot to say.

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