Tax Return Process

Simple & Straight Forward

Our goal is to make the process of preparing your U.S. tax return feel as simple as possible. We are here to do the work, applying our knowledge and experience so you can obtain the best tax result within the law.

Personal Communication

In order to get started, we recommend a brief Skype conference or phone conversation to obtain a summary of your tax picture so we can provide you with a fee quote for our services — though a detailed email correspondence can suffice if more convenient than a call. Once you decide to move forward with our service, confirm via an email to us, and we will email you our Expat Organizer.

Expat Organizer

This document was created to assist you in gathering the specific information required for an accurate tax return and Foreign Bank Account Reporting (FBAR). The Expat Organizer was designed to be as simple and straightforward as possible. It is in PDF format which can be filled on your computer and emailed or faxed back to us with your scanned tax documents.

Follow Up

After we receive and review your Expat Organizer and tax documents, we will contact you via email with any further questions and comments.


When we complete your tax return, we will email you a tax summary, eFile Authorization, and invoice with payment instructions. Upon receipt of payment, we will email you a complete copy of your tax return and FBAR in PDF format for your files, and eFile your tax return with the U.S. IRS.