How It Works
Filing U.S. taxes from abroad doesn't have to be complicated. Here's my simple 4-step process to get your taxes done right.
Free Consultation
We start with a free 15-20 minute conversation. Tell me about your situation — where you live, how you earn income, and any concerns you have. I'll explain exactly what you need and provide a clear quote.
- No obligation or pressure
- Via WhatsApp, phone, or video call
- Get answers to your questions
- Receive a clear price quote
Document Collection
I'll send you a personalized checklist of documents needed for your return. You can share files securely via email, WhatsApp, or a shared folder. Most clients complete this step in a few days.
- Personalized document checklist
- Secure file sharing
- I review documents as you send them
- Quick follow-up on any questions
Preparation & Review
I prepare your return, applying all applicable exclusions, credits, and treaty benefits to minimize your tax liability. Before filing, you review everything and we discuss any questions.
- All forms prepared for you
- Tax-saving strategies applied
- Clear explanation of your return
- Make changes before filing
Filing & Confirmation
Once approved, I e-file your return with the IRS and file your FBAR with FinCEN. You receive copies of everything for your records, plus confirmation that your filings were accepted.
- E-file with IRS
- FBAR filed with FinCEN
- Copies for your records
- Filing confirmation provided
Typical Timeline
Most returns are completed within 2-3 weeks from start to finish
Timeline depends on document availability and complexity. Rush service available.
Why This Process Works
Time Zone Flexible
I work across time zones daily. Whether you're in Europe, Asia, or anywhere else, we'll find times that work for you.
Secure & Confidential
Your information is handled securely and confidentially. I never share your data with third parties.
Direct Communication
No phone trees or assistants. You communicate directly with me throughout the entire process.
What You'll Need
While every situation is different, here are the common documents I'll request:
Income Documents
- • W-2s or 1099s (if any)
- • Foreign income statements
- • Self-employment records
- • Investment income statements
- • Rental income records
Foreign Reporting
- • Foreign bank statements
- • Proof of foreign taxes paid
- • Foreign pension statements
- • Investment account summaries
- • Maximum balance for each account
Personal Information
- • Valid passport
- • Social Security Number
- • Current foreign address
- • Travel dates (for Physical Presence Test)
Prior Returns
- • Previous year's tax return
- • Prior year FBAR (if filed)
- • Any IRS correspondence
Don't worry if you're missing something — I'll help you figure out what you need and how to get it.
Common Questions
What if I'm in a very different time zone?
No problem. I work with clients across all time zones. We can schedule calls at times that work for you, and WhatsApp makes asynchronous communication easy.
How do I send you documents securely?
You can send documents via encrypted email, WhatsApp, or I can set up a secure shared folder. All methods are safe for sensitive financial information.
What if I realize I forgot a document after filing?
It happens. If we need to file an amendment, I'll take care of it. For minor omissions, we can often address them without an amendment.
Can you help with estimated tax payments?
Absolutely. If you need to make quarterly estimated payments, I can help you calculate the right amounts and set up payment reminders.
Ready to Get Started?
The first step is a free consultation. Let's talk about your situation and see how I can help.
Schedule Free ConsultationOr view pricing details