tax returns for expats simplified
We specialize in the preparation of U.S. Tax Returns for U.S. citizen's resident abroad. We have been helping them with their U.S. Tax Returns and with other U.S. tax matters for over 45 years. Our procedures are designed to make Tax Return preparation as easy and painless as possible while at the same time assuring that you benefit from all the deductions, exclusions and credits to which they are entitled.
The tax preparation process may be summarized in the following 5 steps-
1. You send us a
copy of your Tax Return for last year (Form 1040 or Form 1040NR) and
copies of Forms 1099 (Interest and Dividends), Forms SSA-1099 (Social Security Pensions), Forms K-1 and any other income sources. If you have any additional information you think may have tax consequences send it with the other information.
2. Then, in red ink, mark on the copy of last years tax return you are sending to us, other necessary this year data (in U.S. $) i.e. foreign interest & dividends, foreign salary and foreign income tax, rental income & expense etc. While this may appear a bit messy, it saves you and us a considerable amount of time and therefore keeps the fees low.
3. We review the data and contact you for any additional necessary information.
4. We prepare your return and notify you when the return is prepared, give you the results and request payment of the fee.
5. Your return is sent to you for review, to be signed and submited to the IRS.
Alternatively if you would prefer to complete a detailed questionnaire in lieu of Step 2 above, please send us a copy of your tax return for last year and we will send you the necessary questionnaire.
We also prepare U.S. Tax Returns for non-resident aliens (Form 1040NR), U.S. Gift Tax Returns (Form 709), U.S. Estate Tax Returns (Form 706), Income Tax Returns for Estates and Trusts (Form 1041) and State Tax Returns.