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.

WHAT COMES NEXT?

“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.