STEP TWO
CONSULTATION WITH A CPA
After reviewing your basic tax background and current situation, Mark or Trey will review it and reach out to schedule a phone or video chat appointment. (your preference) The free consultation lasts about 15 minutes and covers:
Your general expat situation, including income tax returns you are filing and taxes you are already paying in a foreign country.
Your compliance history and whether there are ‘gaps’ (like unfiled FBARs) which need to be addressed.
Recommended services and a ballpark fee estimate.
At the conclusion of your consultation we will forward a secure portal key and a detailed list of the items we need to issue your firm, flat-fee quote.
“We’re here.”
Next to technical competence, no skill is more highly prized in this market than responsiveness and communication. We are fanatics about taking care of our customers.